01What it is
A service plan is a recurring task for an asset: a tool, a device, a workstation or your own asset entered by name. It has an inspection type, a frequency in days and the next due date.
Mark as done records today's date and sets the next due date to today plus the frequency. An active plan shows in notifications 7 days before its date.
The module shows in extended mode for people with the workshop permission.
- A CYCLE IN DAYS
- The next due date is worked out by itself.
- REMINDER
- A notification a week before the date.
- ANY ASSET
- A tool, device or workstation.
02What it is for
Working equipment
Calibrations and inspections do not slip.
No remembering needed
A notification before every due date.
What is due this week
Overdue and within 14 days tiles.
03Main options
Maintenance is a list of service plans and the plan window.
What and when
Tiles: service plans, overdue, within 14 days.
- Columns: asset, location, type and frequency, last, next due
- Active plans first, overdue dates in red
Asset, type and cycle
Required: asset name, inspection type, frequency and next due date.
- A tool or workstation (optional)
- Frequency in days, 30 by default
- Last done on, note, plan active
04Tasks step by step
- STEP 1Open Modules › Tools › Maintenance and choose New service plan.
- STEP 2Enter the asset name and inspection type, pick the device, set the frequency and next due date.
- STEP 1On the plan choose Mark as done and confirm.
- STEP 2The next due date moves forward by the frequency from today.
05Actions
The most common tasks in maintenance.
New service plan
A recurring asset inspection.
Mark as done
The due date moves by itself.
Notification
7 days before the date.
06What it connects to
Choose a module to see what plans cover.
Workshop fleet
A fleet vehicle's next service comes from plans.
Go to the topicWorkshop fleet