Creating the checklist in the Form Designer. Make sure the main form section setting, ‘Is Repeatable’ is set to TRUE. Your first Question must be of type ‘Asset’ After saving the first question, click the pencil icon and set:  – Include Select By Dropdown to NO  – Include Create Asset to NO  – Include Scan […]

The timeline report lets you keep track of all Planned Schedule Jobs. Filters along the top of the page can help you narrow your search. Filter on a specific site maybe and click ‘Run Report’ to see all jobs for that site. You can view all Job from the report and with the ‘Quick Actions’ […]

In the Settings -> Job Types area, you can view, edit, delete, and create a new Job Type for reactive & planned jobs. This will allow you to categorise jobs when they are being created. Select Add Job Type at the top-left of the page to create a new job type.   The Job Types area also allows you to […]

The Planned Maintenance area allows you to set-up, view, and manage Planned Jobs and Schedules. Planned Schedules must be set up for sites, locations, or assets (specifying an asset class). When creating a schedule, you will have the option to create the schedule for sites, locations, or assets: Multiple sites, locations, or assets can then be attached to […]

The Planned Jobs list shows a grid containing information on all planned jobs. You can view and edit details, complete, and cancel jobs by selecting the job number (#) from the list. You can customise the information displayed in the columns by checking columns you wish to include.  You can filter the Planned Jobs list by selecting […]

The Planned Schedules area allows you to view all Planned Schedules that have been created. Each schedule must be set up for sites, locations, or assets (specifying an asset class). Multiple sites, locations, or assets can then be attached to the planned schedule. The grid can be customized to show other columns related to your schedule as […]

The Planned Maintenance Calendar is a calendar generated from all Planned Schedules. It can be ordered by Day, Week, Work Week (excluding weekends) and Month. You can also display a calendar based on Date, the Users or by the Resource: Another feature is the Agenda Week and Agenda Day. This provides a clear overview of the planned schedules based on […]

The Planned Schedule Categories area allows you to categorise your planned schedules. You can view, edit, delete, and create a new schedule category. If you have many planned schedules and there are several of you, then the categories will help to organise and develop your planned maintenance schedules. To create a schedule category select Add Schedule Category at the […]

The Settings -> Planned Linked Groups area allows you to set up groups to link planned schedules together so assets or sites added to one schedule will auto add to another. Also you can add supersede rules for smart scheduling. Please note: Schedules must be of the same item type (site, asset or location) to exist within the […]

The Planned Items area shows planned schedules for all sites, assets, and locations. You can change the due date for the next job of any schedule, the resource and assigned user, and also deactivate the schedule to stop more planned jobs from being created. The Planned Items list can be sorted by selecting any of the column headings e.g. […]