Add calendar based maintenance type: recurring dates
Explanation on the maintenance program using a recurring date to define when maintenance should be done.
If you use this maintenance type to create a maintenance program the definition of when to do maintenance is based on scheduled recurring dates. You can set the first date and the maintenance schedule.
Go to Admin → Insights → Maintenance to create a new maintenance program
Select Maintenance type 'Recurring dates' to start creating the new program. This screen will appear:
Name field | Description |
---|---|
Maintenance program settings | |
Name | Give a name to the maintenance program that is meaningful for the users of your organization. |
Maintain every | Give the first date of the needed maintenance and define the schedule of the next dates of the asset(s) maintenance needs. |
Remind if maintenance is due within | Give the number of days before the maintenance deadline to send a notification of an upcoming maintenance. |
Start the program | Manually start the maintenance cycle by starting the program on a tracker or in
bulk if you want the program to start (this involves another step before the program
starts) or Automatically start the maintenance cycle from the moment you assign a tracker(s) to the program (no other step needed, it will start immediately after you click the Save button). |
Manual override next maintenance | If you select this option you can later on still manually override the next maintenance date. This creates some more flexibility. See also confirm maintenance |
Assets in maintenance program | |
Monitored assets | Select the assets that should be monitored with this maintenance program |
Click Save to add this maintenance program to your fleet.