View Maintenance Plans for an Asset
Click the Asset tab
Click the Maint. Plan tab
View the existing maintenance plans
Create a Maintenance Plan
Click the Asset tab
Click the Maint. Plan tab
Type a Title
Click the Create New button
Select an Event Type
Note:
Event Types available will vary depending on the asset selected
Complete the Event Details
Note:
The event details options will vary depending on the Event Type selected
Click the Use This Template button
Click the Change Schedule button
Select a Schedule Type
Fixed: The event occurs at a regular interval based on the calendar
Examples: Every Monday or on the 1st day of each month
Floating: The event is scheduled based on the completed date of the previous event
Example: A piece of equipment needs to be serviced every 30 days
Click the calendar icon and select a start date
Select an end date
End by: Click on the calendar and select an end date
End After X Occurrences: Set the event to end permanently after it has occurred the specified number of times
No End Date: The event will recur indefinitely
Select a frequency
Note:
The options available will change based on a Fixed or Floating Schedule Type
Daily
Every X Days: The event will happen every entered number of days
Every weekday: The event will happen every weekday
Weekly
Recurs every X week(s) on: The event will happen every entered number of weeks on the selected day of the week
Monthly
Yearly
Recur every X year(s): The event will happen every number of years
On <month> <day>: The event will happen on the chosen day of the chosen month
Click View Schedule
Click Select Schedule
Click Save
Delete a Maintenance Plane
Click the Asset tab
Click the Maint. Plan tab
Select a maintenance plan
Click Delete
