You can create a maintenance schedule for assets and equipment to help ensure these items remain in working condition. When the date arrives, you or an authorized user can perform a preventive maintenance check and record that in your system. Use this procedure to set up the initial schedule for an item.
Note: An item does not appear in your Maintenance tab unless maintenance features have been enabled.
As you work with items, you can manually set the next maintenance date or set the interval and let the system calculate and track the date.
If you have access to more than one location, this tab allows you to narrow your results by selecting a specific location using the change location feature.
To create the initial schedule
- On the Inventory tab, click Maintenance. The Maintenance page opens.
- If appropriate, select a location (change location).
- Select Nonscheduled Inventory.
- Locate and select the item.
Tip: Use the Search field at the top of the table to locate the item. - Click Maintenance. The Maintenance Record window opens.
- In Action, select Create Initial Schedule.
- Accept the default Maintenance Date or select another date.
- Enter the Interval.
- Select or clear the Generate Next Maintenance Date check box.
- If you cleared the Generate Next Maintenance check box, enter a date for Next Maintenance.
- Select the Availability Status.
- Accept the default Maintained By or enter a different name.
- If appropriate, enter Comments.
- Click Save. The item is moved to the Scheduled Inventory view.