Maintenance requests
Repairs and preventive work on a board, a list and a calendar - with stages, downtime, checklists and sign-off.
A request is one job on one piece of equipment: a repair when something is wrong, or preventive work planned ahead.
Making a request
Requests > New request: what needs doing, the equipment, what is wrong and the priority. Managers also choose the team, the person responsible (or a technician without a sign-in), when it is planned and how long it takes. If nobody is chosen, the equipment's usual technician and team are used.
Tick The equipment has stopped to count downtime from now until the request is finished (Professional shows and edits the times).
Requests also come from the request page and QR labels, from preventive plans, from Ellibo Manufacturing and through the API.
The board, the list and the calendar
- Board - a column for each stage; drag a card to move it. Finished work shows for 30 days.
- List - every request with filters: given to me, not given to anyone, late, equipment stopped.
- Calendar - scheduled requests by day; click a day to plan a request on it. Managers also see the dates preventive plans will make requests on. Add to my calendar gives you a link for Google, Outlook or Apple Calendar.
Stages
New request, In progress, Repaired and Scrap are always there. From Professional you can rename them and add your own in Settings > Request stages, such as "Waiting for parts". A stage marked finished closes the request: the finish time is set, the downtime ends, used spare parts leave stock and the person who reported it is told.
Checklists and sign-off
A request can carry a checklist (Standard and up): tick boxes, pass / fail, numbers with a range, words and photos. Required lines must be filled in before the request can be finished; numbers out of range and fails are noted in the history. If the checklist asks for a signature, the person signs on the screen before the work is finished.
Make checklists in Checklists, and put them on preventive plans or on a request.
On the request page
- Edit, the stage buttons, Archive and (for a new request made by mistake) Delete.
- Spare parts and Time worked - see Spare parts and costs.
- Photos and files, Notes and history.
- Worksheet - a printable page for the technician, with the checklist to tick by hand.
- In your other apps - the Helpdesk ticket, Field Service job, project, Knowledge page or Manufacturing order it is linked to.
Who sees what
Managers and viewers see every request. Technicians see their own, their teams' and the ones not given to anyone yet. Requesters see the ones they reported.