Maintenance Plan
Maintenance plan can generate long-term and fixed frequency maintenance work order for an asset or an equipment.
You can use it to:
- Generate maintenance work order.
- Make sure one equipment can be under great maintenance.
| Term | Description |
|---|---|
| Completion Rate | Executed maintenance job/Maintenance job needs to be finished until now. It will be automatically calculated by our platform. |
| On-time Completion Rate | Maintenance job executed before maintenance job end time/All executed maintenance job.It will be automatically calculated by our platform. |
| Maintenance Job | The work generated by the maintenance plan in the next 7 days. |
Below is the maintenance plan and job status explanation:
| Status | Description |
|---|---|
| Maintenance plan status | Not Started: The date did not reach to the effective date. Ongoing: The date has reached to the effective date. Ended: The date has passed the effective date. |
| Maintenance job status | Not Started The work order status is "Created" and "Assigned" Ongoing The work order status is "In Progress and On Hold". Executed The work order status is "Executed" and "Closed" Cancelled The work order status is "Cancelled and Returned" |
Add Maintenance Plan
- Click "Add"
- Input "Plan Name"
- Select "Priority" configured on the "General" tab of Custom Configuration page.
- Select "Equipment Location" and "Equipment Name"
- Select "WO Type" configured on the "Work Order Configuration" tab of Custom Configuration page.
- Select "Job Class" configured on the "General" tab of Custom Configuration page.
- Select "Internal" or "External" under "Resources".
Note: If you select "Internal", you can select from enterprise user of User Management page. If you select "External", you need to select service provider first and then can select from service provider user of Service Provider Management page. Besides, you can still select the internal enterprise user. - Select "Tag" configured on the Custom Configuration page.
- Set "Frequency Setting"
Note: The effective date means when will be the maintenance plan start. You can skip the end date, and the maintenance plan will not end until you delete it. - Select "Holiday"
Note: It means if there are time overlap between the holiday and the maintenance job time, then there will not be work order generated on the overlap day. If you see the holiday repeat interval is every year from MM-DD~MM-DD, it means the holiday setting will recur every year. If you see the holiday repeat interval is YYYY-MM-DD~ YYYY-MM-DD, it means the holiday setting will only occur in this time period. - Set the task about the equipment.
Note: If you configured the task about the equipment on the Task Group page, you can just select corresponding task. You can also add new task about the equipment by clicking "Add Task Group". - Click "Submit".