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:
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:
- Select History for an apparatus from the list in the homepage of the Maintenance Module:
- Click Edit on an Incomplete item listed in the history:
- 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).
- Click the Save button.
The system will return you to the Maintenance Record where you will now see a chronological list showing both incomplete and complete maintenance items.
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:
- Click History.
- Click the Add New Entry button.
- 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.
- Upload any files (like testing forms, invoices, etc.) and click the Complete Maintenance Request button found on the far right side of the page.
- 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.
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.