Create preventive task

Prerequisites

• A task template is created for the device.

  Task templates for machines

• User or Administrator role

Procedure

1. Call up the Maintenance > Machine maintenance menu.

   Machine Maintenance

2. Create preventive task with .
3. Select Add preventive task in the dialog window.

   

4. Select the device using the Facilities field.

   Or:

   Scan QR code.

5. Select Task Template.

   Task templates for machines

6. Enter name.
7. Enter the Description.
8. Select Resolving group and Priority.
9. Enter the Telephone number for the responsible person.
10. Select Earliest start date.

    Preventive task

11. Select Due date.
12. Enter Estimated Duration.
13. Select Required downtime.
14. To add attachments:

    Use Add Attachments to upload a file.

    Or:

    Drag and drop the file into the appropriate field.

15. Create preventive task with Add.

The preventive task is displayed in the Maintenance > Machine maintenance menu.

• To edit the task details for the preventive task, continue with Configure task details for a preventive task.
• To appraise the preventive task, continue with Appraise preventive task.
• To add performed work to the preventive task, continue with Add work done to a corrective or preventive task.
• To change the status of the preventive task, continue with Change the status of a corrective or preventive task.