2015-11-05 11:25:10 +00:00
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All machines require regular maintenance, specially those that contain a lot
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of moving parts, so if you are in the business of maintaining those or have
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some of them in your own premises, this is a useful tool to plan a calendar of
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activities for its maintenance.
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If the Customer Issue refers to “Breakdown Maintenance”, this refers to
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“Preventive Maintenance”.
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To create a new Maintenance Schedule go to:
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> Support > Maintenance Schedule > New Maintenance Schedule
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2015-12-03 12:22:46 +00:00
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<img class="screenshot" alt="Maintenance Schedule" src="{{docs_base_url}}/assets/img/support/maintenance-schedule.png">
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2015-11-05 11:25:10 +00:00
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In the Maintenance Schedule, there are two sections:
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In the first section, you select the Items for which you want to generate the
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schedule and set how frequently you want to plan a visit or a maintenance.
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These can be optionally fetched from a Sales Order. After selecting the Items,
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“Save” the record.
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The second section contains the maintenance activities planned in the
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schedule. “Generate Schedule” will generate a separate row for each
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maintenance activity.
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Each Item in a Maintenance Schedule is allocated to a Sales Person.
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When the document is “Submitted” Calendar events are created in the User of
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the Sales Person for each maintenance.
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{next}
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