You record resource / resources within the resource overview.
For each resource you deposit its location and description. After the equipment has been created further measures can be planned:
Schedules one or more maintenance appointments. Here you deposit a checklist that defines a work order for the internal or external service technician. The interval "repetition ever" automates the commissioning
A recurrent service assignment is automated via the following entries in the checklist:
from date ... time at which the equipment was put into operation.
Repeat every (months) ... arranges for a commission in this interval (one week equals 0.25). If the start of operation is in the past and service orders have already become necessary, the start of the interval starts with the current date.
performed Corresponds to the date on which the last job was started.
Appointment The next order will be sent to the employee / client for processing on this date.
until date After this date, service assignments are no longer automatically delivered.
Title and the following result in the checklist to be edited
Start service now
You also control unplanned service assignments from here. This results in a complete documentation of the equipment (machine, system, ...). You choose here from the defined checklists or the "ad hoc service". The "ad hoc service" is a standardized checklist. The first in your ToDo is made to control its editing.
Import
With the import you can import 1. resources, 2. logs (notes), 3. planned services.
The dialog after uploading the file allows manual field mapping.
An automatic assignment via the action "best fit" becomes possible if the following fields are used:
Resource: Number, Title, Details, Group, Type, CC Cost Center, Location, Day
Example content of a line: BNR.0111-441, machine1, details1, group1, typ11, K11-xa1, location 1, tag-A
Logs (notes): Equipment Number, Number, Subject, Details, Date
Example content of a line: BNR.0111-441, 1, Task Title 1, details1, 17.11.2012
Scheduled Services (Appointment Checklists): Equipment Number, Title, Tasks, From Date, Until Date, Repeat Month, Carried Out, User
Sample content of a line:
BNR.0111-442, Task Title 2, a2; b2; c2, 28.12.2012, 01.01.2050, 0.25, 01.02.2013, peter.meier@brandsmill.de
The checklist is provided as text input. More questions are through; to separate.
The import is repeatable by the "Number".