The Maintenance Log shows a list of assets available for creating maintenance events in a new work order.
Maintenance Log screen
You can search an asset by the following categories:
- Asset ID
- Asset Category
- Business Unit
There are three checkboxes to filter searching results:
- Hide Inactive assets – Display only information about active asset items.
- Top Level only – Show only Asset Categories marked “Top Level”.
- Show only Assets with Scheduled Maintenance – Hide all asset items except those scheduled for maintenance.
The asset list records:
- The Top Parent ID and Top Parent Name (if the asset is part of an asset kit and is not top level).
- The Asset ID and Asset Name.
- The Parent Category (if one exists).
- The Asset Category.
- The Percent Due (the ratio of asset use to a target value, based on when the asset should next undergo maintenance).
- The Description of the maintenance that occurred/is scheduled to occur.
- The Estimated Date that the next predicted maintenance should occur.
- The Value Type recorded for each particular asset (see “Asset Activities“)
- The Last Value recorded (from the previously-defined Value Type) and Target Value (for when the asset should next be seen for maintenance).
- The Last Service Date and Last Service Value (record of the last time the asset was maintained).
- The number of the Job the asset is currently on, if any.
- The Business Unit and Area associated with the asset.
- The Status of the asset.
To create a new maintenance work order, you need to have previously created: an asset category, an asset, and a recurring work order to link the new maintenance work order to any of these groups.
Create a New Category
- Click on Back Office>Assets>Categories.
- Right Click and select new.
- Select a Business Unit from the drop down list.
- Take note of the Business Unit selected.
- Type a Category Name.
- Take note of the new category.
- Click on the OK button.
The New category is added to the categories list.
New Category screen
Create a New Asset
- Click on Back Office>Assets>Asset Listing
- Right Click and select new.
- Type an Asset ID.
- Select the same Business Unit selected for the previously created category.
- Select an Area.
- Select the previously created category.
The New asset is added to the asset listing.
New Asset screen
Create a New Recurring Work Order
- Click on Front Office>Scheduling>Recurring Work Order.
- Right click and select new.
- Select any Job type, then click the next button.
- Select any customer, then click the next button.
- Select any location, then click the next button.
- Select any Job Contact, then click the next button until the following appears on the screen: “Recurrence Type and Length”.
- Type the duration (hours) and select the previously created Asset Category.
- Select the Recurrence type: daily.
- Now select the Recurrence type: Weekly.
- Now select the Recurrence type: Monthly.
- Now select the Recurrence type: Yearly.
- Now select the Recurrence type: By Usage.
- Select any asset activity from the drop down list.
- Type a value in the Activity Value Field.
- Click on the Finish button.
The new recurring work order is added to the list.
Recurring Work Order screen
Create a New Maintenance Event
- Click on Back Office>Assets>Maintenance log
- Find the previously created asset and select the checkbox on the left side.
- In the upper right area click in the “Assign to” field and select any employee from the drop down list.
- Click on “Create Maintenance Work Orders”.
- Click on Front Office> Scheduling>Work Orders.
- In the status field, select “Pending” Status and click the OK button.
- Click the Find button.
- In the Supervisor column search by the name assigned to the maintenance event created earlier.
- Right click and select edit.
- Change to “In Progress” status.
- In the assignments tab, add some employees to the Work Order.
- Click on Save & Close.
The new maintenance event has been created.
New Maintenance Event screen