Top 5 Tips: The Maintenance Module Part 2

Hello, everyone. As promised, here’s Part 2 of the 5 Essential Tips for Success in the Maintenance Module.

Tip #4: Making Incomplete Work Orders Appear Chronologically

Hang in there with me on this one as it can be a little confusing. Normally, when you request maintenance, you typically don’t enter a completed date since the maintenance is usually not completed immediately. So, when viewing an apparatus (or equipment) maintenance history, you’ll see this:

Maintenance 2.01

Ugh! When exactly was this requested or scheduled to be fixed? Sure, you can use the Pending/Scheduled Maintenance Grid, but sometimes you may want to see both pending and completed maintenance chronologically on the same page. Here’s how you can do that:

  1. Select History for an apparatus from the list in the homepage of the Maintenance Module:Maintenance 2.02
  2. Click Edit on an Incomplete item listed in the history:Maintenance 2.03
  3. In the Completed field, enter a date that is either the date the item was requested or the expected date of completion. IMPORTANT: Do NOT check the complete box at the bottom (It should only be checked when the item is truly completed).
  4. Click the Save button.Maintenance 2.04

    The system will return you to the Maintenance Record where you will now see a chronological list showing both incomplete and complete maintenance items.

    Maintenance 2.05

Tip #5: Recurring Maintenance / Testing

Building upon Tip #4 above, it’s easy to schedule recurring maintenance for easy viewing in the Pending/Scheduled Maintenance Grid. You can also have recurring maintenance displayed with dates in the Equipment Maintenance Record.

Lets say you want to schedule recurring annual hose testing for a section of 1″ hose. Simply navigate to that section of hose in the Equipment List, then:

  1. Click History.Maintenance 2.06
  2. Click the Add New Entry button.Maintenance 2.07
  3. Fill in the various fields about the recurring maintenance. Remember, the scheduled and completed dates can be the same. Just don’t check the completed box at the bottom. Click Next.Maintenance 2.08
  4. Upload any files (like testing forms, invoices, etc.) and click the Complete Maintenance Request button found on the far right side of the page.Maintenance 2.09
  5. Repeat the process for subsequent dates. You’ll now see a chronological list of incomplete and complete items in the Equipment Maintenance Record. Since these items were scheduled, they will also appear in the Pending/Scheduled Maintenance Grid.Maintenance 2.10

    Maintenance 2.11

I hope you’ve found these tips helpful. Please shoot me an email if you’ve discovered other ways to get the most out of the Maintenance Module. You can reach me at [email protected].

Thanks for reading and as always, stay safe.