Manage Maintenance Schedules

Maintenance schedules are created and applied to specific assets to keep track of maintenance and repairs due.

Each maintenance schedule can include one or more operations. You can add those operations as a sequence or as a service group.

The Manage Maintenance Schedules page includes two tabs:

• Maintenance Operation Schedules: lists the current maintenance schedules available and allows you to create new ones.
• Service Groups tab: lists the current service groups available and allows you to create new ones.

Create a Service Group

A Service Group allows grouping of operations that should be performed in a single service event and thus scheduled at the same intervals (or milestones) as part of a single preventative maintenance (PM) schedule.

To create a maintenance schedule:

1. From the Portal, open your location.
2. From the menu bar, select Admin.

1. On the Administrative Tools page, click Maintenance Schedule.
   
   
2. On the Manage Maintenance Schedules page, select the Service Groups tab.
3. In the Primary Service Group Operations field, start typing the name of an operation.
   • The Primary Operation is the main operation of the Service Group and will be used to identify the Service Group on the Manage Maintenance Schedules page and when an asset is due for that Service Group.
4. Select the desired Primary Operation from the dropdown.
5. In the Operations field, start typing the name of a sub-operation to include within the service group, and select the desired operation.
6. Repeat step 7 until you’ve added all the sub-operations needed.
7. Click SAVE.

For additional information, click the Instructions link near the top of the tab.

Create a Maintenance Schedule

To create a maintenance schedule:

1. From the Portal, open your location.
2. From the menu bar, select Admin.
   
   
   
3. On the Administrative Tools page, click Maintenance Schedule.
   
   
   
4. On the Manage Maintenance Schedules page, select the Maintenance Operation Schedules tab.
   
   
5. To create a sequence of multiple operations, select the Create a schedule for a sequence of events checkbox and enter a name for it in the Sequence Name field. If not, leave the checkbox unchecked.
6. In the Operations field, start typing the name of an operation or service group to include in the maintenance schedule, wait until the related results display, then select the desired operation from the list.
   
7. If you selected the sequence option, click the space below the first operation you selected but still within the Operations field, then search for and select the next operation for the schedule.
   
   Continue doing so until all operations are selected.
   To change the order of operations, drag and drop each one into the correct order.
   To remove an operation, click the X next to the operations.
   
   
8. In the Conditions field, enter the intervals or milestones that need to occur in order to trigger the maintenance schedule.
   For more information on adding conditions, click the Instructions link near the top of the tab.
   
   
9. After you’ve entered all the operations and conditions, click SAVE.

The new maintenance item will be created in the OPERATION/SERVICE CONDITIONS list below.

For additional information, click the Instructions link near the top of the tab.

Apply an Existing Maintenance Schedule to an Asset

To apply an existing maintenance schedule to a particular asset:

1. From the menu bar, click Search.

2. In the ASSET section of the Search page, search for the asset by UNIT, LICENSE, CHASSIS ID, SERIAL, or VIN, then click SEARCH.
   See also: Use the Search Page

3. In the search results, select the SERIAL for the asset to access the Show Asset page.

4. On the Show Asset page, select the MAINTENANCE SCHEDULE tab at the top.
   A list of all available maintenance schedules will display on the tab.

5. Select the checkbox for any maintenance schedules you want to add to the asset, then click +ADD SELECTED.

6. Once added, select the maintenance schedule tab again, and click EDIT to the right of the enabled maintenance operation.

7. On the Editing Maintenance Schedule page, enter the most recent mileage/engine hours for the asset along with the last service date for the particular maintenance operation. NOTE: For mileage, either Miles or Kilometers can be used.

8. Once all details are input, click SAVE.

The maintenance item will now be saved and a notification will be sent once the next date trigger is activated.

Edit or Remove a Maintenance Schedule

To edit or disable a maintenance schedule item:

1. Search for and select the asset to open the Show Asset page.
2. Select the MAINTENANCE SCHEDULE tab.
3. On the the Show Asset screen:
   • To edit the maintenance item, click the Edit button next to that item, make any necessary changes, and click Save.
   • To remove a maintenance item, uncheck the checkmark to the left of the item, then click + Add Selected.The maintenance item will be disabled.