ONE TIME STEPS TO DO:

STEP 1: To Create the Activity Type  in Masters

Path: Maintenance>Masters>Activity Type 

For e.g.,

• Enter Code as PM
• Enter Preventive Maintenance
• Enter  remarks for any explanation if required
• Click save

Click here Activity Type

STEP 2: To create  the list of Activities  ( under each Activity Type) in the Masters

 Path: Maintenance>Masters >Activity

• Create a relevant code as e.g., MM
• Enter the Name as e.g., Monthly maintenance
• Select the Activity type as Preventive maintenance
• Click save/update

Click here Activity

STEP 3: To create an Asset Type in Masters

Path: Maintenance>Masters>Asset type

• Select the Code category as Asset Type
• Create a relevant code for an asset type e.g., AS000025AS
• Enter  the Name  for the asset type e.g., POWER TRANSFORMERS
• Select the Tracking type
• Select the Nature
• Select the Asset schedule
• Select the tab –Activity
• Enter the fields
• Use Add row to enter more than one activity

Click here Asset Type

STEP4. To create the list of  Assets (under each Asset Type) in Masters

 Maintanence> Masters> Asset

• Select Asset Type from the picklist e.g., POWER TRANSFORMER
• Create a relevant  Asset Code 
• Enter the Asset Name
• Enter the batch serial

4(A): Select the tab – classification and fill all the details

4(B): Select the tab – parameter and fill all the details

4(C): Select the tab – FMS

• Select Party type as Own asset
• Select the Running status as Running
• Select energy metering as Not required
• Click update

Click here Asset

STEP 5: To  create the  list of Parameters in the Masters

Path: Maintenance>Masters>Parameter

• Create a relevant code
• Enter the name of the parameter 
• Enter all the fields
• Click save

Click here Parameter

Step 6: To set the Parameters for a particular Asset Type 

Path: Maintenance >Masters>Parameter Set

• Select the Code & Name of the Asset Type (already created by you) for e.g., Breaker
• Select the parameters to set ( already created by you)
• Use Add Row to set more than one parameter
• Click save/update

Click here Parameter Set

STEP 7: To  schedule the activities to be done  for each Asset

Maintenance >Masters>Asset Activity

• Select Type as Asset
• Select  the Asset Type, Asset & the Activity from the pick list (already created by you )   
•  Select the Assigned to as e.g., User 
• Select the user from the picklist ( already created by your admin)
• Select the Parameter set from the picklist (already created by you)
• Set the Scheduler by selecting  from one of the various options 
• Click save/update

Click here Asset Activity

 STEP 8: To create the Party with Branch

Click Accounts>Master>Ledger>Party with Branch

• Create the codecategory as Party
• Create the code for the Party (Auto Generated)
• Enter the Name, Shortname, currency of the Party
• Select account 
• Select the Account Group
• Select the tab – Party branch and enter all the fields.
• Click save/update 

STEPS TO DO ON A REGULAR BASIS:

STEP 1: To Create Task

 Path: Maintenance>Transactions>Task Generation

• Select Asset Type
• Select the Asset
• Select the Party Branch
• Select the Activity
• Enter the Task date
• Click Generate

Click here Task Generation

STEP 2: To schedule a Task

Path: Maintenance>Transactions>Task

•  Click the Plus sign to add a new task 
• Task Number is Auto-generated
• Select the Name of the Task
• Select the Nature as Asset
• Select the type as Task
• Select the Activity, In-charge, Assigned-to
• Enter all the fields in Plan.

Click here

WORKFLOW FOR CALL REGISTRATION:

STEP1: To register the calls which come for small functional Problems

   Maintenance >Masters>Call Registration

• Select the Number(Auto Generated)
• Select the Type as Call Registration
• Enter the Date
• Enter the problem
• Select all the fields under call From &callTo
• Select Type of call as Indoor
• Select call status as working
• Select the Call details tab and Enter all the fields.
• Click save/update 

Click here Call Registration

Step 2: To schedule and assign the calls and tasks

• Maintenance>Transaction>Workbench

• Select Type as Call 

• Click save/update

 Path to view the various reports:

!. Maintenance >Reports>Call >Call registration > Pending calls>Filter options >settings >PDF

2.Maintenance>Reports>Call>Call registration > Naturewise call summary

Video Links:

Asset & Activity creation Watch Video  Click here 

How to register a call Watch Video Click here