Schedule Maintenance Plan & Task

To perform schedule maintenance, first step is to create a plan.

To create a plan

Go to left sidebar Schedule Maintenance Menu > Plan > Click on icon > Enter the details > Click on Save Details.

add_plan2

As shown in above attachment there are various fields need to be filled. Such as:

  • Plan Name: Enter appropriate Plan Name.
  • Approval Required: If approval is required at the end of maintenance completion. If yes then select appropriate manager who will approve the maintenance.
  • Recursion Plan: The frequency of the maintenance. It can be one time, daily, weekly, monthly or yearly.
  • Plan Duration: The duration time of plan.
  • Reference Guide: Upload appropriate document if any to explain how plan will be carried out.
  • Projected Cost: Estimation cost for maintenace in specified currency.
  • Description: Description of the Plan.

Once a plan is defined, add one or multiple task inside that plan. Task is step wise process that is carried out to complete one plan.

To add task(s) inside a plan

Go To Schedule Maintenance Menu > Plan > Actions > Click on Add/Update Task

add_task

This will redirect to task page. Click on icon to add new task.

add_task1

As shown in above attachment there are various fields need to be filled. Such as:

  • Title:Title of task
  • Gps Required: If the location is required during maintenance, then select it as Yes.
  • Proof Required: If the proof of task is required during maintenance, then select it as Yes.
  • Downtime: The downtime of the asset on which the maintenance is carried out.

Multiple task can be added if there are multiple task/step involved under that plan.

The task is performed in the order. It can be reorder by dragging order icon as shown in below image.

task_reorder

We are continuously improving our documentation to ensure it meets your needs. This document will be updated regularly, so please check back for the latest information. If you have any questions or encounter any issues, feel free to reach out to us at support@itassetmanagement.in.