In an Asset Record, Click the ‘Add’ button under the Asset Maintenance Tab. A new asset maintenance record is displayed. The Date defaults to the current date amend this if required. The drop-down menus are populated from the Glossary – Job Requests.
Date is set to current, this can be amended.
Auto JR Lead time Allows you to determine how far in advance you would like to be notified of this Job Request.
ID The maintenance ID is generated automatically and cannot be changed.
Comment Give a brief description of this Asset Maintenance Record.
Category Assign a category to this record. The list can be customised via the Glossary
By Enter the person/ company undertaking this
Cost If there is a Cost associated with this record, enter it here. Once the Job Request is live, you can then create a linked Works Order.
The following line is where you determine how often this record is generated. Enter a numerical figure in the first box and third boxes , use the dropdown menu to choose between days, months and years.
Next Date this is when the request is next scheduled to go ahead.
Associated Files
Any files that detail this Automatic Asset Maintenance Record can be uploaded here. Additional files can be uploaded by pressing Upload Doc. Select Folder to view other files included.
Select a Job Type, Sub Type and Problem. These will all be populated when the Asset Maintenance Record becomes live.
Notes:
Add any notes that are useful for this record.