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| Maintenance Schedule |
All machines require regular maintenance, specially those that contain a lot of moving parts, so if you are in the business of maintaining those or have some of them in your own premises, this is a useful tool to plan a calendar of activities for its maintenance.
If the Customer Issue refers to “Breakdown Maintenance”, this refers to “Preventive Maintenance”.
To create a new Maintenance Schedule go to:
Support > Maintenance Schedule > New Maintenance Schedule
Step 1: Enter Customer Details
Step 2: Fill Item and Maintenance Details
In the Maintenance Schedule, there are two sections:
In the first section, you select the Items for which you want to generate the schedule and set how frequently you want to plan a visit or a maintenance. These can be optionally fetched from a Sales Order. After selecting the Items, “Save” the record.
The second section contains the maintenance activities planned in the schedule. “Generate Schedule” will generate a separate row for each maintenance activity.
Each Item in a Maintenance Schedule is allocated to a Sales Person.
When the document is “Submitted” Calendar events are created in the profile of the Sales Person for each maintenance.