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ASSET MAINTENANCE WORKFLOW – MASTERS

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

For complete details, 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

For more details, click here

STEP 3: To create an Asset Type in Masters

Path: Maintenance>Masters>Asset type

To create an asset type, click here Asset Type

STEP 4: To create an Asset in Masters

Path: Maintenance>Masters>Asset

To create an asset, click here Asset

STEP 5: To create the list of parameters

Path: Maintenance>Masters>Parameter

To create a list of parameters, click here Parameter

STEP 6: To set the parameter for an asset

Path: Maintenance>Masters>Parameter Set

To set the parameters for an asset, click here Parameter Set

STEP 7: To assign activities to the asset

Path: Maintenance>Masters>Asset Activity

To assign activities to the asset, click here Asset Activity

 

 

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