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You can create a Preventive Maintenance Task for regular maintenance such as changing the printer toner every month or perform a regular service shutdown.
Scheduling preventive maintenance task is done in two steps such as creating 1) Task Template 2) Task Scheduling
Creating Task Template
Click the Preventive Maintenance tab in the header pane.
Click Add
New PM Task button to open the Task Template form.
Select the Request Type from the combo box. There are three types of requests,
Incident : Failure of a business service or degradation of a service for one or more users. E.g. Unable to use the gym equipment.
Service Request: A standard request for some kind of service. E.g. Installing gym equipment, move coffee vending machine from one place to another, reset domestic cooling system etc. A Service Request is not an Incident.
Request For Information: Request for information is basically in need of some information or knowledge.
Select the Status of the request. By default the Status of the request is Open.
Select the Mode of request submission, request Level and Priority of the request from the combo box.
Select the Impact, Impact Details and Urgency of the request from the combo box.
Select the owner details such as Supervisor Name and Group details from the combo box.
Select the Worktrade of the crafts person from the combo box. Ex: Plumber, Electrician, Mason, Carpenter and so on.
Creating Task Scheduling
To schedule a task, select the time frame from the listed options:
Daily Schedule: To run a daily maintenance task, click Daily Schedule radio button.
Select the Time at which the maintenance task should be scheduled from the combo box.
Select the Date on when the maintenance task should be scheduled from the Calendar button.
Save the details.
Weekly Schedule: To run a weekly maintenance task, click Weekly Schedule radio button.
Select the day of the week by enabling the corresponding check box beside the day of the week.
Else if you wish to schedule on all days of the week, then click Everyday check box.
Select the Time frame to schedule the task from the combo box.
Save the details.
Monthly Schedule: To run a monthly maintenance task, click Monthly Schedule radio button.
Select the month to run the task by enabling the check box beside Every Month.
Select the Date on when the task should be scheduled from the combo box.
Select the Time at which the task should be scheduled from the combo box.
Save the details
Periodic Schedule: To run a periodic maintenance task, click Periodic schedule radio button.
Specify the day (s) in the given text field to schedule the maintenance task. i.e after every specified nth day the maintenance task will be executed.
Save the details.
One Time Schedule: To run a one time maintenance task, click One Time Scheduling radio button.
Select the Date & Time on when the maintenance task should be executed.
Save the details.
Meter Reading Schedule : If the selected Resource is an asset then the Reading Schedule option appears.
Click Meter Reading Schedule radio button.
Enable the radio button beside the reading which you want to schedule.
The details such as Meter Type and the Current Value drops down in a non editable mode.
Enter the value after which a maintenance request is created for the preventive maintenance in the field.
Save the details.
To add the reading additional fields refer Product Type - Additional Fields.
Example:
If you wish to schedule a monthly task to change the printer cartridges,
Select Monthly Schedule radio button.
Select the check box every month.
Choose the date from the combo box. Ex: 3rd of every month.
Select the time from the combo box. Ex: 1500 hrs.
Save this schedule. A task to change cartridge will be sent to you every month on 3rd at 1500 hrs helping you to complete the regular maintenance task in advance without any request sent from the users.
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