Group Maintenance Schedule
System Maintenance Menu -> Configure
System Settings -> Operations Tab -> Inventory
-> Product Groups -> Maintenance
Schedule window -> Group Maintenance Schedule
A Group Maintenance Schedule can be setup as follows:
Maintenance Schedules can also be updated for a Group by the
Update Group Information export/import
utility.
-
- TYPE (1-5)
- Enter the appropriate maintenance type for the products in this
Group or select it from the following drop-down box options:
-
- 1 - By # Of Rental Days
2 - By # Of Actual Days
3 - By Actual Date
4 - By # Of Meter Units
5 - By Actual Meter Reading
For a detailed explanation about the types of Maintenance Schedules
refer to Maintenance Schedule.
MAINTENANCE CODE- Enter the Maintenance Code or search for it in the window as
outlined in Maintenance Code Search.
DAYS BETWEEN- Enter the number of CALENDAR days before the next maintenance
service is due.
METER BETWEEN- This field applies only to Maintenance Type 4 - By # Of
Meter Units, and is skipped for the other Maintenance
Types.
Enter the number of meter units (hours, etc) which can elapse
before the next maintenance service is due.
KITS- Window to add optional Service Kits as setup in Work Order Service Kits that are to be used on
this repair.
- REQUIRED SERVICE KITS
- Multiple kits may be selected for a repair.
- SERVICE KIT#
- In Add mode, enter the Kit code or lookup the appropriate kit
in the selection window.
- SERVICE KIT Window
- All Kits or only Product Kits (kits currently assigned to
product on maintenance schedule) can be viewed. A list of kits and
their descriptions display. Select the appropriate kit for this
service job.
- QUANTITY
- Enter the quantity of this kit to be used on the repair.
- Finished?
- Click ACCEPT to accept the kit information.
MAINTENANCE REPORT NOTES- Window to access the service instructions window, and in Add
mode, enter any instructions for this maintenance record. Service
Instruction can be printed on the Print
Maintenance Schedule .
WORK ORDER SERVICE NOTES FILE- A separate document with service notes such as a Product Check
List of maintenance tasks that will be printed with the Work Order,
can be linked to a scheduled equipment maintenance record for this
Group.
The setup and format of the external notes document depends on the
forms option your firms as defined in Customer Forms.
Note: The file name will be displayed in red if the PDF file no
longer exists on the Server.
- W.O. Service Document with Standard and Crystal
forms:
For Standard and Crystal form formats the Work
Order Service Notes File must always be an "rtf" document that
is stored on each Client workstation.
To attach a service notes file, the program file
sheet.exe must be located in the scsbin directory of
the Windows workstation. This program is included on the Client
software CD.
Each notes file can then be created and saved with an .rtf
extension in \scsbin\docs\ for each workstation. The
filename cannot include any spaces. The pathname is not
required.
e.g. Compressor_Service.rtf or
1001instructions.rtf
-
W.O. Service Document with Jasper forms:
For Jasper
Forms the Work Order Service Notes File must always be a
"pdf" document and must be stored on the Server in the Directory
For WO Svc Notes defined in the Company
Miscellaneous Parameters.
A Directory Browser selection window is
provided to select a Work Order Service Notes File to be associated
with this Maintenance record for products in this Group.
The selected document filename will populate the W.O. Service
Notes field for equipment in this Group when it is scheduled for
the same Type and Code of maintenance in Maintenance Schedule.
INSPECTION FORMS- Window to add optional Inspection Forms
that apply to this service work.
- GROUP INSPECTION FORMS
- Multiple forms may be selected for a repair.
- FORM
- In Add mode, enter the Form or select it from the Inspection Form Search window.
- FORM NAME
- The Form name is displayed.
- ASSIGN TO WO
- Check this box to assign this Inspection Form to the
Maintenance Schedule when it is generated for products in this
Group base on this Maintenance record.
- ASSIGN TO INSP
- This box is disabled as it does not apply to W.O. Maintenance
Service
- Finished?
- Click ACCEPT to accept the kit information.
MAINTENANCE BY ACTUAL DATE window-
- DATE
- This date field applies only to Maintenance Type 3 - By
Actual Date, and is skipped for the other Maintenance
Types.
Enter the specific date for the maintenance. To repeat this kind of
maintenance every year - setup the entries here by typing in
several sequences with different dates.
i.e. Seq 001 01/01/2009, Seq 002 01/01/2010, Seq 003 01/01/2011,
etc.
- DESCRIPTION
- Type in specific instructions of the maintenance to be
completed. The instructions print on the maintenance schedule.
If a date has been entered the instructions for only the relevant
date, print on the maintenance schedule.
- Finished?
- Click ACCEPT button to accept and exit.
MAINTENANCE BY ACTUAL METER window-
- METER
- This field applies only to Maintenance Type 5 - By Actual
Meter Reading, and is skipped for the other Maintenance
Types.
Enter the meter reading when the next service is due, i.e.
30000
- DESCRIPTION
- Type in specific instructions of the maintenance to be
completed. The instructions print on the maintenance schedule.
If a date has been entered the instructions for only the relevant
date, print on the maintenance schedule.
- Finished?
- Click the ACCEPT button to accept and to exit.
A Group Maintenance Schedule can also be cloned to a product or
a selection of products using the utility Clone Group Maintenance Schedule To Product.
ACTIONS:
Additional actions provided by buttons on
the Group Maintenance Schedule window include:
Topic Keyword: RSGF90