Coordinators, managers and assigned engineers

Recurring maintenance and checklists

Define your own maintenance intervals, generate due work and retain versioned inspection results.

What to do

1. Open Maintenance. Under Checklist templates, create a name and up to 50 clearly written steps. Mark the steps that must have a result before a report can be prepared. Give a reason for the new template.
2. Create a maintenance plan. Select equipment, its assigned technician, first due date, interval, days/weeks/months and the plan time zone. Select a checklist version when required. The software does not supply manufacturer or statutory intervals.
3. Choose automatic generation only if your organization has automatic processing enabled. Otherwise use Generate this due occurrence on or after the due date. A due occurrence creates one case and one unscheduled work order; repeated requests for that occurrence return the same order.
4. Review the generated work-order link, then use the normal appointment and visit workflow. The due date is a maintenance deadline, not a booked appointment. Older missed occurrences are retained individually rather than skipped.
5. The engineer opens the visit report. A maintenance checklist is attached automatically with the version chosen by the plan. For other report drafts, choose Attach checklist. Once attached, its template version stays fixed.
6. For each step choose Pass, Fail or Not applicable. Explain failed or not-applicable results. Save checklist results. Required unanswered steps prevent report preparation; a documented failure remains visible and does not mean that equipment is safe.
7. Review the checklist in the prepared report and PDF before confirmation. To correct a confirmed report, use the existing amendment process; earlier report versions retain their original results.
8. Pause a plan with a reason to stop new occurrences. Resume it to continue from its outstanding due date. For a different interval, equipment, technician or checklist, pause the old plan and create a reviewed replacement. Generated orders are preserved.
9. Record measurements with the saved unit and equipment-approved inclusive limits. With no configured limit, select a reviewed result yourself; the system makes no automatic pass assumption.
10. Follow-up questions appear only when the earlier result matches their condition. Explain failed or unavailable checks. Save and reload before preparing the report; inactive answers are cleared. Signed report snapshots preserve the original checklist version and values.

Before you continue

Questions and troubleshooting