Maintenance Scheduling Overview

Work Order Overview Information Guide -> Maintenance Scheduling Overview

The Maintenance Schedules help to organize repeated maintenance jobs on your equipment.
Once the products are setup in the Maintenance Schedule based on date, or hours of use, or meter units, or number of days on rent, or number of units used, then the Maintenance reports can warn when that equipment is due for service.
The Print Maintenance Schedule is generally printed at the beginning of the week (daily for larger service departments) to enable your shop staff to prioritize their work load.

When a rental is requested for equipment due for maintenance, the operator can be warned or blocked from rental on the contract if the "Warn When Product Due for Maintenance" feature is activated in the Company Contract Parameters.
For complete details on the setup and use of this feature, refer to Maintenance Due Causing Warn/Block on Rental.

Then when the Work Orders are created to service the equipment, the operator can select the procedures and instructions due from the Maintenance Schedule.
When each Work Order is completed through Close Internal Work Order, the relevant postings are generated, the schedule is updated and the repair history is written.

A separate approach to track and ensure regular maintenance for non-bulk rental equipment is to use the Maintenance Work Orders utilities to automatically generate scheduled Work Orders to service non-bulk rental equipment that may or may not still be out on site.

When the Maintenance Schedule is used to enter the maintenance records according to service for individual products, the following utilities can be used to help setup the schedule:

Clone Maintenance Schedule
Clone Product Maintenance Schedule To Group
Clone Group Maintenance Schedule To Products

There are three approaches to planning, tracking, and recording maintenance on fleet equipment.

  1. Repair Transactions - no post:
    Regularly print the schedule to identify equipment due for maintenance and then manually update the maintenance records, as follows:
    Print Maintenance Schedule - reports on scheduled maintenance information for follow-up
    Update Maintenance Schedule - manually updates maintenance records directly with no posting
  2. Internal Equipment Maintenance: - standard maintenance
    Regularly print the schedule to identify equipment due for maintenance. Then manually create Work Orders for the service and on completion of service close Work Orders to update the maintenance records, as follows:

    Print Maintenance Schedule - reports on scheduled maintenance information for follow-up
    Work Orders - manually create service W.O.
    Close Internal Work Orders - completes W.O., updates maintenance schedule and posts costs of parts used
  3. Maintenance Work Orders: - auto creates W.O. for non-bulk rentals
    Generate an edit report on the equipment due for service based on the Maintenance Schedules and the Job Site Interval days between service, that can be used to automatically create the Work Orders for non-bulk rental equipment only.
    Then when the service is completed close the Work Orders to post costs.

    Generate Maintenance Edit - reports on maintenance information and generated edit list
    View Maintenance Edit Results - provides ability to edit maintenance before W.O. is created
    Create Maintenance Work Orders - generates W.O.s
    Close Maintenance Work Orders - closes all open maintenance W.O.s
    Print Maintenance Work Orders - reprint utility

ERD (Entity Relationship Diagram) of Maintenance Scheduling:

Topic Keyword: WO21
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