Maintenance Schedule

Work Order Menu -> Maintenance Scheduling Menu -> Update Maintenance Schedule -> Maintenance Schedule

The Maintenance Schedule organizes repeated maintenance jobs on your equipment, using five different methods of tracking when the service is due.
Once the Maintenance Schedule is setup for the products, the maintenance reporting identifies when equipment is ready to be serviced.
Refer to Maintenance Schedule Overview for a flow chart schematic of the Maintenance Schedule.

The following options are provided to report on and initiate the maintenance on the equipment.

1. Maintenance reporting using Print Maintenance Schedule prints a list of equipment due for service.
   Maintenance information can be updated by manually creating a Work Order with instructions for the shop, that posts costs of parts used when it is closed using Close Internal Work Orders.
   Costs of parts used will print on the Rental Journal Transaction report and post on the next Daily Close 3.

   Alternatively Update Maintenance Schedule can be used to update the schedule with no costs posting.

2. The other method uses Generate Maintenance Edit to report on maintenance due on Non-Bulk Rental equipment.
   This program reports on the location of the equipment and provides the option to check for any site interval maintenance that is due.
   View Maintenance Edit Results can then be used to make changes and to update to the information on the maintenance edit report , prior to running Create Maintenance Work Orders that actually generates and prints the Work Orders.
   Close Maintenance Work Orders can be used to close all open maintenance Work Orders.
   Costs of parts used will print on the Rental Journal Transaction report and post on the next Daily Close 3.

Note: If the Maintenance Schedule is being reviewed and modified from Update Maintenance Schedule option, no posting occurs.
Refer to Update Maintenance Schedule for information on this restricted functionality.

Features and explanations about setting up Maintenance Schedules:

• Warranty Expiry:
  One useful function of the Maintenance Schedule is to warn when the equipment warranty is about to expire.
  By setting up a maintenance entry for several weeks before the warranty expiry, shop staff will have an opportunity to inspect the equipment and make last minute claims before the warranty expires.

  To generate this reminder, use type 3 By Actual Date and then set the Maintenance Date for several weeks before the actual expiry date.
  In the description line the actual Warranty Expiry date can be entered, so that staff know how much time is still available to them to make claims.
  Maintenance type 5 By Actual Meter Reading can also be used for tracking warranty expiry periods by usage.

• Control Rental on Equipment Due for Maintenance:
  When a rental is requested for equipment due for maintenance, the operator can be warned or blocked from the 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.

• Advance Notice for Scheduled Maintenance:
  An advance warning trigger for each of the five types of maintenance can be defined by a percent in Maintenance Type Warning Percent to cause a service pending notification to be printed on current Work Orders for any rental equipment that is going to be due for scheduled maintenance.
  The maintenance type description and the maintenance due date for the equipment are printed.

• Maintenance by Meter Reading:
  There are two methods of scheduling maintenance based on the meter usage tracked on non-bulk rental equipment, By Actual Meter Reading and every so many units By # of Meter Units.

  To track meter units used set the Meter Reading flag for relevant non-bulk Rental Inventory to activate the meter, and enter the current meter reading.
  During contract entry, the operator will be prompted to confirm the current meter reading when the equipment is going out. When the equipment is returned the meter reading is checked again. This keeps the meter up to date, which can then be used by the Maintenance Schedule.

• Maintenance by Group:
  General Maintenance Schedule plans similar to the ones described here, can be setup by Group in the window in Equipment Groups, so that when Print Maintenance Schedule is run an optional prompt can cause these general maintenance schedules to be applied to any product in that Group.

  Note: Group Maintenance Schedules only apply to products that have NO EXISTING maintenance schedule already setup individually.

• 'Current Days Rented' definition:
  Product Current Days Rented is calculated based on accumulation of the "hours out" for that product as captured when the invoice is posted through Daily Close 2.
  Although a bulk or non-bulk product currently out on a contract may have accumulated rented days, unbilled rental time is NOT considered in maintenance scheduling as these hours are only an estimate until they are actually billed.
  

  Current days rented = hours out / calendar hours in a day.

  The Current Days Rented for the product is displayed on each Maintenance Schedule record.

  Note: For non-bulk rentals, if the product is on an open contract, an estimate of the days rented on the un-invoiced portion of the contract is calculated and added to the "Current Days" rented, however the maintenance schedule calculations is only based on the current days rented excluding the days on the open contract that have not been invoiced.
  For the Maintenance schedule to be accurate, the Cycle Billing, Rental Returns and Daily Close 1 & 2 need to be completed regularly in order for the current days rented to be as up-to-date as possible.

  For Maintenance Type 1 "BY # OF RENTAL DAYS" the Maintenance Rental Period can be defined as 12 or 24 hours to reflect actual non-bulk equipment usage and the 'Current Days Rented' reflects this rental period when the hours are converted to days.
  Refer to the Maintenance Rental Period explanation outlined as part of the Maintenance Type 1 information below.

• W.O. Services Notes external document:
  A separate document with service notes to be printed with the Work Order, can be linked to a scheduled equipment maintenance record.
  The setup and format of the external notes document depends on the forms option your firms as defined in Customer Forms.

  • Standard and Crystal forms use Client side printing and require the 'Work Order Service Notes File' to always be an "rtf" file and to be 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

  • Jasper forms required for a Web App or Open Client, use Server side printing and require the pdf file to be store on the Server.
    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.

    Any notes filename setup in the "Group Maintenance Schedule" window of Groups, will populate this field for equipment in that Group when it is scheduled for the same Type and Code of maintenance.

• Maintenance Types
  The equipment is due for maintenance according to the type defined in the schedule.
  The five types of maintenance scheduling include:

      1)By # of Rental Days     (Invoiced Rental Days - i.e. every 30 days rented)
      2)By # of Actual Days     (Calendar Rental Days - i.e. every 6 months, regardless of days rented)
      3)By Actual Date          (Specific Date - i.e. at set dates such as July 1, December 1)
      4)By # of Meter Units     (Meter Count of Use - i.e. every 200 hours or units since last service)
      5)By Actual Meter Reading (Specific Meter Count - i.e. at a set meter reading like 10000 miles)
  

Maintenance Details by Type:

1. BY # OF RENTAL DAYS: (Invoiced Rental Days)
   This Type 1 method uses a set number of days rented per the invoiced rental time, to determine the next best day for maintenance.

   For example, a filter and oil change may be required on a generator for every 30 days rented. Even if the equipment is out on a long term rental (i.e. rented longer than 30 days), the equipment would still appear on the Maintenance Report to remind staff to call the customer or to send a maintenance crew on site.
   The rental days count is triggered by Cycle Billing which automatically updates the number of days rented.

   Example - A generator is due for service every 30 days rented.
   The generator is due for maintenance when the Current Days Rented minus the # of Rental Days since Last Service equals or exceeds the # of Days Between Service.

             CURRENT DAYS RENTED           = 731.00 days rented total
   
             #RENTAL DAYS LAST SERVICED    = 700.00 days rented at the last service
   
             #DAYS BETWEEN SERVICE         = 30 days between servicing
   
             DUE FOR MAINTENANCE           = (731 - 700) = 31 which is greater than 30
                                                 (the number of days between service)
           
   

   Some fields that do not apply to this maintenance type will display as inactive.
   The prompts that do apply to maintenance Type 1 - By # of Rental Days include:

   PRODUCT #

   Enter the product number or look for it in the Inventory Search window.

   
   MAINTENANCE TYPE

   Type 1 for By Number of Rental Days or select the type from the drop-down list.

   When reviewing existing maintenance a window is provided to view any scheduled maintenance records for this product, as outlined in Maintenance Type and Code Search.

   
   MAINTENANCE CODE

   Select a maintenance code which best describes the type of maintenance or repair to be completed, or look for it in the Maintenance Code Search window.

   
   # RENTAL DAYS LAST SERVICED

   Leave this field blank if the equipment has never been serviced or enter the total number of rental days accumulated at the time of the last maintenance. (700 in the example above.)
   This number of days is automatically tracked after the first service.

   
   CURRENT DAYS RENTED

   The total number of days which this equipment has been rented appears on the screen.
   This helps determine the # Rental Days Last Serviced above.

   Refer to 'Current Days Rented' definition: near the top of this page for details on how this value is determined.

   The Current Days Rented reflects the Maintenance Rental Period where applicable:

   Maintenance Rental Period:

   When scheduling maintenance using the "# of Rental Days" (Type1 maintenance), the Maintenance Schedule Report calculation for service on non-bulk rental equipment can be based on actual usage of 12 or 24 hours in each day of the rental period, instead of the days out on rent.
   This gives a more accurate usage estimate of rental days.

   Hours rented is always determined by hours billed on each contract when the invoice is posted through Daily Close 2 but for scheduling maintenance by the number of Days rented, the conversion from Hours to Days can be based on 12 or 24 hours of actual usage.
   A default 12 or 24 hours can be set in the Rental Product Classes that can be over-ridden for each non-bulk rental product detail on the Contract, Reservation, Quote, and Worksheet in the Select Maintenance Rental Period Hours window.
   If there is no 12/24 value reported for the rental contract, the value in the Rental Product Class is used.

   
   # DAYS BETWEEN SERVICE

   Enter the number of days which the item can be rented before the next maintenance is due.
   e.g. maintenance is due for every 30 days that the equipment is rented

   Note: Firms which bill every 28 days could use 28 instead of 30 (for monthly) for the # Rental Days Between Service.

   
   REQUIRED SERVICE KITS

   Window to add Service Kits that are to be used on this repair as outlined in Required W.O. Service Kits.

   
   MAINTENANCE REPORT NOTES

   Window to view and update any service instructions for this maintenance record.
   Service Instructions can be printed on the Print Maintenance Schedule and are added to the W.O. Comments when a Work Order is created from the Create Maintenance Work Orders utility.

   
   WORK ORDER SERVICE NOTES FILE

   A separate document with service notes to be printed with the Work Order, can be linked to a scheduled equipment maintenance record, where Standard and Crystal forms require an "rtf" document and Jasper forms requires a "pdf".
   Refer to the W.O. Services Notes external document notes above for more details on this feature.

   Any notes filename setup in the "Group Maintenance Schedule" window of Groups, will populate this field for equipment in that Group when it is scheduled for the same Type and Code of maintenance.

   
   INSPECTION FORMS

   Window to access the optional Inspection Forms that apply to this service work.

   FORM

   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.

2. BY # OF ACTUAL DAYS: (Calendar Rental Days)
   This scheduling method uses a set number of calendar days to determine the next best day for maintenance.
   The following example is for a complete inspection required on a scissor lift every 6 months. Even if the equipment is out on a long term rental (i.e. rented longer than 30 days), the equipment would still appear on the Maintenance Report to remind staff to call the customer or to send a maintenance crew on site.

   Example - A scissor lift is due for maintenance when 6 months has elapsed since the Last Service Date.
   This would be when the Maintenance Report Date minus the Date Last Serviced equals or exceeds the number of Days Between Service.

             MAINTENANCE REPORT DATE    =  07/21/XXXX is date for the Maintenance Report
   
             DATE LAST SERVICED         =  01/15/XXXX date of last service
   
             # DAYS BETWEEN SERVICE     =  180 (6 months x 30 days) between servicing
   
             DUE FOR MAINTENANCE        =  07/21/XXXX  -  01/15/XXXX  = 187 days which is greater than 180
                                          (6 months, the number of days between service)
           
   

   Some fields that do not apply to this maintenance type will display as inactive.
   The prompts that do apply to maintenance Type 2 - By # of Actual Days include:

   PRODUCT #

   Enter the product number or look for it in the Inventory Search window.

   
   MAINTENANCE TYPE

   Type 2 for By Number of Actual Days, or select the type from the drop-down list.

   When reviewing existing maintenance a window is provided to view any scheduled maintenance records for this product, as outlined in Maintenance Type and Code Search.

   
   MAINTENANCE CODE

   Select a maintenance code which best describes the type of maintenance or repair to be completed, or look for it in the Maintenance Code Search window.

   
   DATE LAST SERVICED

   Leave this field blank if the equipment has never been serviced or enter the date of the last maintenance.
   The date is automatically tracked after the first service.

   
   CURRENT DAYS RENTED

   The total number of days which this equipment has been rented appears on the screen.
   This may help determine the Date Last Serviced above.

   Refer to 'Current Days Rented' definition: near the top of this page for details on how this value is determined.

   
   # DAYS BETWEEN SERVICE

   Enter the number of CALENDAR days before the next maintenance is due.
   e.g. 180 days in the example above, so that maintenance is due for every 6 months

   
   REQUIRED SERVICE KITS

   Window to add Service Kits that are to be used on this repair as outlined in Required W.O. Service Kits.

   
   MAINTENANCE REPORT NOTES

   Window to view and update any service instructions for this maintenance record.
   Service Instructions can be printed on the Print Maintenance Schedule and are added to the W.O. Comments when a Work Order is created from the Create Maintenance Work Orders utility.

   
   WORK ORDER SERVICE NOTES FILE

   A separate document with service notes to be printed with the Work Order, can be linked to a scheduled equipment maintenance record, where Standard and Crystal forms require an "rtf" document and Jasper forms requires a "pdf".
   Refer to the W.O. Services Notes external document notes above for more details on this feature.

   Any notes filename setup in the "Group Maintenance Schedule" window of Groups, will populate this field for equipment in that Group when it is scheduled for the same Type and Code of maintenance.

   
   INSPECTION FORMS

   Window to access the optional Inspection Forms that apply to this service work.

   FORM

   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.

3. BY ACTUAL DATE: (Specific Date)
   This method uses a specific date for the next for maintenance, and is useful for tracking warranty expiry dates.

   Example - A trailer needs to be certified on a specific date and even if the equipment is out on a contract, the equipment would still appear on the Maintenance Report to remind staff to call the customer or to send a maintenance crew on site.

   Example - A tandem trailer is due for certification on June 5th.

             MAINTENANCE REPORT DATE    =  06/05/XXXX is date of the Maintenance Report
   
             DATE                       =  06/05/XXXX  June 5th Date of next service
   
             DUE FOR MAINTENANCE        =  June 5th -trailer is listed on the Maintenance Report
   
           
   

   Some fields that do not apply to this maintenance type will display as inactive.
   The prompts that do apply to maintenance Type 3 - By Actual Date include:

   PRODUCT #

   Enter the product number or look for it in the Inventory Search window.

   
   MAINTENANCE TYPE

   Type 3 for By Actual Days, or select the type from the drop-down list.

   When reviewing existing maintenance a window is provided to view any scheduled maintenance records for this product, as outlined in Maintenance Type and Code Search.

   
   MAINTENANCE CODE

   Select a maintenance code which best describes the type of maintenance or repair to be completed, or look for it in the Maintenance Code Search window.

   
   DATE LAST SERVICED

   Leave this field blank if the equipment has never been serviced or enter the date of the last maintenance.
   The date is automatically tracked after the first service.

   
   ACTUAL DATES FOR SERVICED

   Window to list each of the dates that this equipment should be scheduled for service as follows:

   DATE

   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.
   e.g. Seq 001 01/01/XXX1, Seq 002 01/01/XXX2, Seq 003 01/01/XXX3, etc.

   DESCRIPTION

   Type in specific instructions of the maintenance to be completed.
   Only the instructions for the relevant date print on the maintenance schedule.

   
   REQUIRED SERVICE KITS

   Window to add Service Kits that are to be used on this repair as outlined in Required W.O. Service Kits.

   
   MAINTENANCE REPORT NOTES

   Window to view and update any service instructions for this maintenance record.
   Service Instructions can be printed on the Print Maintenance Schedule and are added to the W.O. Comments when a Work Order is created from the Create Maintenance Work Orders utility.

   
   WORK ORDER SERVICE NOTES FILE

   A separate document with service notes to be printed with the Work Order, can be linked to a scheduled equipment maintenance record, where Standard and Crystal forms require an "rtf" document and Jasper forms requires a "pdf".
   Refer to the W.O. Services Notes external document notes above for more details on this feature.

   Any notes filename setup in the "Group Maintenance Schedule" window of Groups, will populate this field for equipment in that Group when it is scheduled for the same Type and Code of maintenance.

   
   INSPECTION FORMS

   Window to access the optional Inspection Forms that apply to this service work.

   FORM

   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.

4. BY # OF METER UNITS: (Meter Count of Use)
   This method uses a set number of Meter LTD Units to determine the next best day for maintenance.

   Note: This option may not be the best one for service on long term rentals when the equipment is rented longer than 30 days, as the actual meter reading is not usually reported until the equipment has been returned.

   Example - A compressor is due for service every 100 hours on the meter.
   The LTD Meter count (after being updated by the Current Meter reading) minus the LTD Meter reading on the Last Service equals or exceeds the Number of Meter Units.

             LTD METER READING              = 10124.00 current meter reading
   
             LTD METER LAST SERVICED        = 10000.00 meter at the last service
   
             # METER UNITS BETWEEN SERVICE  = 100 hours (meter units) between servicing
   
             DUE FOR MAINTENANCE            = (10124 - 10000) = 124 which is greater than 100
                                           (the number of meter units between service)
           
   

   Some fields that do not apply to this maintenance type will display as inactive.
   The prompts that do apply to maintenance Type 4 - By # of Meter Units include:

   PRODUCT #

   Enter the product number or look for it in the Inventory Search window.

   
   MAINTENANCE TYPE

   Type 4 for By Number of Meter Units, or select the type from the drop-down list.

   When reviewing existing maintenance a window is provided to view any scheduled maintenance records for this product, as outlined in Maintenance Type and Code Search.

   
   MAINTENANCE CODE

   Select a maintenance code which best describes the type of maintenance or repair to be completed, or look for it in the Maintenance Code Search window.

   
   CURRENT DAYS RENTED

   The total # of days which this product has been rented displays.

   Refer to 'Current Days Rented' definition: near the top of this page for details on how this value is determined.

   
   METER READING LAST SERVICED

   Leave this field blank if the equipment has never been serviced or enter the meter reading at the time of the last maintenance.
   (10000.00 in the example above.)
   The meter reading is automatically updated after the first service.

   
   CURRENT METER READING

   Accept the current meter reading displayed, or type in the correct meter reading.
   

   If a revised Current Meter Reading value is entered that is less than the displayed Current Meter Reading, a Reason Code is required as outlined in Update Product Meter Information.

   
   LTD METER LAST SERVICED

   Leave this field blank if the product has never been serviced yet, or enter the LTD reading as of the last service.
   This count is used to track when service is next due using the # Meter Units Between Service.

   
   CURRENT LTD METER

   This count includes the total units logged from all meters utilized on this product, including any rollovers and replacements.

   A window is provided to view Meter History transactions.

   
   # METER UNITS BETWEEN SERVICE

   Enter the number of meter units (hours, etc) which can elapse before the next maintenance is due using the LTD Meter count.
   e.g. 100 in the example above

   
   REQUIRED SERVICE KITS

   Window to add Service Kits that are to be used on this repair as outlined in Required W.O. Service Kits.

   
   MAINTENANCE REPORT NOTES

   Window to view and update any service instructions for this maintenance record.
   Service Instructions can be printed on the Print Maintenance Schedule and are added to the W.O. Comments when a Work Order is created from the Create Maintenance Work Orders utility.

   
   WORK ORDER SERVICE NOTES FILE

   A separate document with service notes to be printed with the Work Order, can be linked to a scheduled equipment maintenance record, where Standard and Crystal forms require an "rtf" document and Jasper forms requires a "pdf".
   Refer to the W.O. Services Notes external document notes above for more details on this feature.

   Any notes filename setup in the "Group Maintenance Schedule" window of Groups, will populate this field for equipment in that Group when it is scheduled for the same Type and Code of maintenance.

   
   INSPECTION FORMS

   Window to access the optional Inspection Forms that apply to this service work.

   FORM

   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.

5. BY ACTUAL METER READING: (Specific Meter Count)
   This method uses a specific Meter reading to determine the next servicing.
   The warranty for example may expire according to a specific meter reading, and the equipment needs to be inspected before reaching this expiry.
   Set the Actual Meter Reading point on the schedule to a number below the warranty expiry number to allow staff time to inspect the equipment and make claims.

   Note: This option may not be the best one for service on long term rentals when the equipment is rented longer than 30 days, as the actual meter reading is not usually reported until the equipment has been returned.

   Example - A Ride-on Roller may have its warranty expire at 40000.00 hours.
   The target Meter Reading is set at 30000.00 hours to allow time for inspection.

             CURRENT METER READING   = 30102.00 hours current meter
   
             METER READING           = 30000.00 inspect before warranty
                                                                   expires at 40000.00
   
             DUE FOR MAINTENANCE     = 30000.00 hours has been reached and the
                                   Ride-on Roller prints on the Maintenance Report.
           
   

   Some fields that do not apply to this maintenance type will display as inactive.
   The prompts that do apply to maintenance Type 5 - By Actual Meter Reading include:

   PRODUCT #

   Enter the product number or look for it in the Inventory Search window.

   
   MAINTENANCE TYPE

   Type 5 for By Actual Meter Reading, or select the type from the drop-down list.

   When reviewing existing maintenance a window is provided to view any scheduled maintenance records for this product, as outlined in Maintenance Type and Code Search.

   
   MAINTENANCE CODE

   Select a maintenance code which best describes the type of maintenance or repair to be completed, or look for it in the Maintenance Code Search window.

   
   CURRENT DAYS RENTED

   The total # of days which this item has been rented displays.

   Refer to 'Current Days Rented' definition: near the top of this page for details on how this value is determined.

   
   METER READING LAST SERVICED

   Leave this field blank if the equipment has never been serviced or enter the meter reading at the time of the last maintenance.
   The meter reading is automatically updated after the first service.

   
   CURRENT METER READING

   Accept the current meter reading displayed, or type in the correct meter reading.
   

   If a revised Current Meter Reading value is entered that is less than the displayed Current Meter Reading, a Reason Code is required as outlined in Update Product Meter Information.

   
   CURRENT LTD METER

   This count includes the total units logged from all meters utilized on this product, including any rollovers and replacements.

   A window is provided to view Meter History transactions.

   
   ACTUAL METER FOR SERVICE

   Window to list each meter measurement when this equipment should be scheduled for service as follows:

   METER

   Enter the specific meter reading when the equipment is due for the maintenance.
   Setup multiple entries.
   e.g. Seq 001 10000, Seq 002 15000, Seq 003 30000, etc.

   DESCRIPTION

   Type in specific instructions of the maintenance to be completed.
   Only the instructions for the relevant maintenance schedule record print on the report.

   
   REQUIRED SERVICE KITS

   Window to add Service Kits that are to be used on this repair as outlined in Required W.O. Service Kits.

   
   MAINTENANCE REPORT NOTES

   Window to view and update any service instructions for this maintenance record.
   Service Instructions can be printed on the Print Maintenance Schedule and are added to the W.O. Comments when a Work Order is created from the Create Maintenance Work Orders utility.

   
   WORK ORDER SERVICE NOTES FILE

   A separate document with service notes to be printed with the Work Order, can be linked to a scheduled equipment maintenance record, where Standard and Crystal forms require an "rtf" document and Jasper forms requires a "pdf".
   Refer to the W.O. Services Notes external document notes above for more details on this feature.

   Any notes filename setup in the "Group Maintenance Schedule" window of Groups, will populate this field for equipment in that Group when it is scheduled for the same Type and Code of maintenance.

   
   INSPECTION FORMS

   Window to access the optional Inspection Forms that apply to this service work.

   FORM

   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.

ACTIONS:
Additional actions provided by buttons on the Maintenance Schedule screen include:

• Generate a Spreadsheet list of all Maintenance Schedules:
  Click the EXPORT button to output the existing Maintenance Schedules to an Excel spreadsheet using the filters in the Maintenance Schedule Export window.
  When the changes to the spreadsheet are completed, save the spreadsheet to a "tab-delimited" text file in preparation for importing.

• Update the new Data to the Maintenance Schedules:
  Click the IMPORT button to upload the revised Maintenance Schedules data after saving the spreadsheet as a "tab-delimited" text file, importing the data back into the Maintenance Schedules table using the Select a File to Upload utility.

  Note: New data lines must match the first 3 identifying fields (Product#, Maintenance Type, Maintenance Code) either on an existing 'Maintenance Schedule' record or a HEADER Type record line on the import file, in order to identify the Maintenance Schedule to be updated.

  A report on the number of items updated is triggered and confirmation is required before the update to the Maintenance Schedules table is executed.

• Clone Maintenance Schedule Transactions:
  Maintenance schedules can be copied to other products or to Groups.
  Prior to selecting a specific Maintenance record, click the CLONE button at the bottom of the screen to clone the Maintenance Schedule records and select one of the following clone actions:

  • Click Clone From One Product to Another Product as outlined in Clone Maintenance Schedule to Products.
  • Click Clone From One Product to Group as outlined in Clone Maintenance Schedule to Group.
  • Click Clone From Group to A Product as outlined in Clone Group Maintenance Schedule to Products.

• View the Maintenance Schedule:
  Click on the INQUIRY button to view the maintenance records, selecting one of:

  • By Product and proceed as outlined in Product Maintenance Schedule Inquiry.
  • By Group and proceed as outlined in Group Maintenance Schedule Inquiry.