Add Scheduled Maintenance Records
Scheduled maintenance adds a scheduled maintenance record to the Maintenance area of the Maintenance/Test section if you specify number of days for interval, and check Auto-Create Future Maintenance Records for this Job. Auto-Create is available any time a value is entered in the Number of Days field, but we recommend that you do not automatically schedule critical maintenance items using this feature. Instead, add critical maintenance records from the Maintenance area.
- From the File menu, select the Apparatus, Equipment, and Inventory option Apparatus, Equipment, and Inventory Master Records option.
- (If the Inventory
form is displayed) Press Browse (or
Ctrl + O
), select record, and press OK. - (If the Query form is displayed) Select record, then press OK.
- Click the Maintenance/Test tab.
-
Press Add located below the Scheduled Maintenance area to schedule maintenance or testing.
The Scheduled Maintenance/Test Detail form is displayed. Maintenance records added to the Scheduled Maintenance section do not create maintenance records in the Maintenance section. You must run a report to identify when a scheduled maintenance record is due.
- Type or lookup the Job Code for the maintenance or testing.
-
Enter Performance Interval values.
If you enter a value in Mileage Interval, the maintenance/testing indicates that maintenance is due every time the number of miles specified elapses,
If you enter a value in Hour Interval, the maintenance/testing is scheduled every time the number of hours specified elapses.
If you enter a value in Number of Days, the maintenance/testing is scheduled every time the number of days specified elapses.
-
Select Auto-Create Future Maintenance to schedule future records based on the usage. This option is only available if a value is entered in Number of Days.
Warning: Do not rely on auto-scheduled maintenance/testing for critical items that must be tested at a precise interval if intervals other than days are used. If values other than days are used, maintenance may actually be due for maintenance before the date in the scheduled maintenance record, depending on usage.
-
Press Save.
If Auto-Create Future Maintenance is checked, the Define Auto-Maintenance Parameters form is displayed.
- Add information about maintenance records, then press OK
- Press Close.
- Save and close inventory record.
There is a preset printed report that can be run to view a list of equipment due for maintenance based on the equipment usage records and the intervals specified in scheduled maintenance records.
- Select the Reports menu Apparatus, Equipment, & Inventory Reports.
- Select the Apparatus & Equipment Maintenance Reports category Equipment Due for Scheduled Maintenance report.
- Press Run.
- Select output, then press OK.
- Complete query parameter values to limit included records, or leave as is and press Run Query to list all records.
Related topics: