Maintenance

Where to find itFixed Assets → Maintenance → Operate → Requests

How to use Requests

1. 1
   Open Requests

   In the Fixed Assets module, open Maintenance in the green navigation bar, then choose Requests under Operate.

2. 2
   Review the list

   The list shows these columns: NUMBER, PROBLEM, ASSET, SEVERITY, PRIORITY, REPORTED, STATUS. Use the search box and filters at the top to narrow it, and click any row to open the record.

3. 3
   Use the available actions

   Buttons available on this screen: ‹ Prev, Next ›, New Request.

Where to find itFixed Assets → Maintenance → Operate → Work Orders

How to use Work Orders

1. 1
   Open Work Orders

   In the Fixed Assets module, open Maintenance in the green navigation bar, then choose Work Orders under Operate.

2. 2
   Review the list

   The list shows these columns: NUMBER, TITLE, ASSET, TYPE, PRIORITY, DUE, STATUS. Use the search box and filters at the top to narrow it, and click any row to open the record.

3. 3
   Use the available actions

   Buttons available on this screen: ‹ Prev, Next ›, New Work Order.

Where to find itFixed Assets → Maintenance → Operate → Scheduling Board

How to use Scheduling Board

1. 1
   Open Scheduling Board

   In the Fixed Assets module, open Maintenance in the green navigation bar, then choose Scheduling Board under Operate.

2. 2
   Start a new record

   Select “New work order” at the top right of the list to open the form.

3. 3
   Fill in the form

   The fields are: Production is affected, Permit required, LOTO required.

4. 4
   Save

   Use the buttons at the bottom of the form: Save.

Where to find itFixed Assets → Maintenance → Plan → PM Plans

How to use PM Plans

1. 1
   Open PM Plans

   In the Fixed Assets module, open Maintenance in the green navigation bar, then choose PM Plans under Plan.

2. 2
   Review the list

   The list shows these columns: Plan, Asset, Trigger, Every, Next due, Priority, Active. Use the search box and filters at the top to narrow it, and click any row to open the record.

3. 3
   Use the available actions

   Buttons available on this screen: Generate due work orders, New PM plan.

Where to find itFixed Assets → Maintenance → Plan → Job Plans

How to use Job Plans

1. 1
   Open Job Plans

   In the Fixed Assets module, open Maintenance in the green navigation bar, then choose Job Plans under Plan.

2. 2
   Review the list

   The list shows these columns: Code, Name, Work type, Steps, Est. hours, Version, LOTO. Use the search box and filters at the top to narrow it, and click any row to open the record.

3. 3
   Use the available actions

   Buttons available on this screen: New job plan.

Where to find itFixed Assets → Maintenance → Plan → Failure Codes

How to use Failure Codes

1. 1
   Open Failure Codes

   In the Fixed Assets module, open Maintenance in the green navigation bar, then choose Failure Codes under Plan.

2. 2
   Review the list

   The list shows these columns: Type, Code, Name, Active. Use the search box and filters at the top to narrow it, and click any row to open the record.

3. 3
   Use the available actions

   Buttons available on this screen: New failure code.

Where to find itFixed Assets → Maintenance → Plan → SLA Policies

How to use SLA Policies

1. 1
   Open SLA Policies

   In the Fixed Assets module, open Maintenance in the green navigation bar, then choose SLA Policies under Plan.

2. 2
   Review the list

   The list shows these columns: Name, Priority, Criticality, Response (h), Resolution (h), Working calendar, Active. Use the search box and filters at the top to narrow it, and click any row to open the record.

3. 3
   Use the available actions

   Buttons available on this screen: New SLA policy.

Where to find itFixed Assets → Maintenance → Workforce → Technicians

How to use Technicians

1. 1
   Open Technicians

   In the Fixed Assets module, open Maintenance in the green navigation bar, then choose Technicians under Workforce.

2. 2
   Review the list

   The list shows these columns: Name, Skills, Safety quals, Rate / h, Daily h, Active. Use the search box and filters at the top to narrow it, and click any row to open the record.

3. 3
   Use the available actions

   Buttons available on this screen: New technician.

Where to find itFixed Assets → Maintenance → Workforce → Teams

How to use Teams

1. 1
   Open Teams

   In the Fixed Assets module, open Maintenance in the green navigation bar, then choose Teams under Workforce.

2. 2
   Use the available actions

   Buttons available on this screen: New team.

Where to find itFixed Assets → Maintenance → Workforce → Absences

How to use Absences

1. 1
   Open Absences

   In the Fixed Assets module, open Maintenance in the green navigation bar, then choose Absences under Workforce.

2. 2
   Use the available actions

   Buttons available on this screen: Record absence.

Where to find itFixed Assets → Maintenance → Workforce → Contractors

How to use Contractors

1. 1
   Open Contractors

   In the Fixed Assets module, open Maintenance in the green navigation bar, then choose Contractors under Workforce.

2. 2
   Use the available actions

   Buttons available on this screen: New contractor.

Where to find itFixed Assets → Maintenance → Workforce → Technician App

Detailed steps for this screen are being generated from the running application.