Asset Maintenance

MAINTENANCE

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Maintenance tasks can be listed for assets and their statuses tracked. Tasks may include items such as:

• Registration renewal

• Service due dates and usage

• NATA certification

• Tag and testing/ quarterly inspections

• Repairs

• Calibration schedules

• Asset disposal time frames

• Warranty time frames

Administrators can:

• View asset maintenance tasks

• Add or edit asset maintenance tasks

• Delete asset maintenance tasks

• Manage maintenance tasks

View Asset Maintenance Tasks

All asset maintenance tasks can be viewed as an entire list or via an individual asset.

1. To view the maintenance tasks for an individual asset, from the Asset Register:

   1. Use filters to search for the asset (or locate via the asset type)

   2. Click 'Maintenance' to the left of the asset

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   3. All maintenance tasks for that asset will be listed

2. To view all maintenance tasks for all assets, from the Asset Register page:

   1. Click the 'Asset Maintenance' page

   2. All maintenance tasks for all assets will be listed

       

Add Maintenance Task

Adding new maintenance tasks for an asset can be done from either the individual Maintenance Task page or from the Asset Maintenance page. In either case, the steps are the same.

To add a new maintenance task:

1. Click 'Add New'

2. Complete all relevant fields (Refer to 'Definitions of Fields' below)
   The details captured for each maintenance task may vary slightly between each system configuration. Fields marked with * are mandatory.

Definition of Fields
There are a range of filters that can be used to classify each Maintenance Task. These can assist when filtering or sorting assets and most can be edited via the Settings tab.

1. Click 'Save' to create the asset

Repeating Maintenance Tasks

Maintenance tasks can be set to repeat at specified intervals. This has the effect of automatically creating a new task with a due date or usage reading that is a set time after the preceding task.

Intervals

The following options are available to determine the interval between when tasks repeat via due date:

• Daily

  • The task will repeat each day

• Weekly

  • The task will repeat each week, or

  • Each 'x' weeks, where x can be from 1 to 52

  • For weekly repeating tasks a specific day of the week is selected i.e. each third Tuesday

• Monthly

  • The task will repeat each month, or

  • Each 'x' months, where x can be from 1 to 12

  • For monthly repeating task, a specific day of the month (1-28th) or the 'last' day i.e. every 3 months on the last of the month.

• Yearly

  • Once per year on the day selected using the date chooser

Adding a Repeating Maintenance Task via Due Date

To make task a repeating task:

1. Click 'Add New' (or select an existing task to edit)

2. Enter all task details as explained in the Add Maintenance Task section above, including selecting the schedule type based on DATE

3. Click in the due date cell

4. In the popover that appears, select the first day that the task is due - this will be created as the first instance of the task.

5. Click 'Set to repeat?' to open the repeating task options

6. Select the interval for the repeating task. This will determine when the next task repeats, starting from the date of this task.

1. Click 'Close' to close the date chooser

2. The first task date will now be shown in the cell, as well as a recurring icon as below:

3. Hovering over the recurring icon will display the recurring details without opening the date popover

4. Click 'Save' to save the task

Removing a Repeating Maintenance Task

To remove the re-occurrence from a task, from the Task edit screen:

1. Click with in the due date cell

2. In the pop up that appears, click 'Remove repeat'

   
    When the task is closed, no more will be created

3. Click 'Close' on the date selector

4. Click 'Save'

Adding a Repeating Maintenance Task via Usage Reading

To make task a repeating task:

1. Click 'Add New' (or select an existing task to edit)

2. Enter all task details as explained in the Add Maintenance Task section above including selecting the schedule type based on USAGE

3. Select 'Service regulalry based on usage'

    

4. Enter the usage value (every 10,000km for example)

5. Click save to save the task

Edit and Close Maintenance Tasks

To edit or close a maintenance task, from the Asset Maintenance page or from the individual Asset Maintenance Task list:

1. Use filters to locate the required task

2. Click 'Edit' to the right of the task

    

3. The asset details page will open. Refer to the 'Definitions of Fields' above to edit fields as required

4. Click 'Save' to save changes

Delete Maintenance Tasks

To delete a maintenance task, from the Asset Maintenance page or from the individual Asset Maintenance Task list:

1. Use filters to locate the required task

2. Click 'Actions' to the right of the task

3. Click 'Delete' from the drop-down list that appears

4. Click 'Delete' in the pop-up box that appears to confirm

5. The asset will be deleted

Reporting from the Maintenance Task Page

A standard Excel list report is available to display asset maintenance tasks. Reporting on maintenance tasks for an asset can be done from either the individual Maintenance Task page or from the Asset Maintenance page. In either case, the steps are the same.

To generate a report, from the Maintenance Task page:

1. Click 'Show Filters'

2. Use filters as required to locate the relevant task(s) required in the report

3. Click 'Filter'

4. The lower half of the screen lists out search result. These will be reflected in the report

5. Click 'Excel Export'

    

6. In the Excel report, sort and manipulate the data or merge the data with other reports as required

7. Save the report