Performing maintenance plan for item

Basic information

1. Planned maintenance can be performed by users with editor-level rights for maintenance.
   1. General settings > Additional option is available, which also allows reader lever right users to start, perform, and close maintenance plans.
2. Maintenance can be handled either in the browser or the mobile app.
3. Closed maintenance is recorded in item card's maintenance history, and the maintenance plan’s date counter is reset.

Items requiring maintenance

1. Open Maintenance > Scheduled Maintenance
2. By default, the page shows overdue maintenance and scheduled maintenance for the next three months
3. Due date indicates the latest date by which the maintenance should be performed
4. Advanced search allows filtering the displayed maintenance tasks, e.g., by location or due date

Starting and closing maintenance in the browser

1. Open Maintenance > Scheduled Maintenance
2. Click the item
   • You can also select multiple items from the list and click "Close planned maintenances as done"
3. Click Start

4. The maintenance page opens.
5. Fill in the maintenance details before closing:
   1. Maintenance Steps (if used)
      1. Mark each step as Pass or Fail
      2. Maintenance cannot be closed until all steps are processed
      3. If a step is rejected, a defect report is created upon closing the maintenance
   2. Additional Details (if needed)
      1. Attachments – Add files such as photos or external reports
      2. Spare parts – Record used spare parts (stock decreases automatically for consumables)
      3. Tools – Optional. Track usage of devices used as maintenance tools. If recorded, the maintenance appears on the item card under "Maintenance using this device"
      4. Comments – Record any additional information

Top bar buttons

• Delete – Allows deletion of the maintenance if started by mistake. The next maintenance suggestion on the item card returns to the original due date.
• Close maintenance and delete item – Soft-deletes the item. It can later be found via advanced search in the item list.

6. Click Close
7. Additional info view opens - Add final details if needed.

7. Click Save and Close
8. The maintenance is now completed. The next maintenance due date is calculated from the closing date.

Starting and closing maintenance in the mobile app

1. Open the item card
   1. Scan the item’s tag in the mobile app
2. Scroll down to Scheduled maintenance
3. Click Start

4. If maintenance steps are used:

• Scroll to the bottom of the page
• Fill in the information

5. Click Close
6. Optionally add:
   • Maintenance cost and time spent
   • Description/comments
7. Click Save
8. The maintenance is now completed. The next due date is calculated from the closing date.