Preventive maintenance

Plans that make requests by date, by meter reading or both - with checklists, instructions and spare parts.

Preventive maintenance is the routine work that keeps equipment from breaking: oil changes, services, inspections, calibrations. Set it up once as a plan, and Maintenance makes the request for you on time.

Making a plan

Preventive plans > New plan (or + Add plan on an equipment page):

• Equipment and what (for example "Oil change").

• Made:

  • By date - every so many days, weeks, months or years, from the next date. Make it days early makes the request a few days before.
  • By meter reading (Standard and up) - every so many hours run, km or cycles. The equipment needs a meter: set Its meter counts on the equipment first.
  • By date or meter, whichever comes first - the request made by one restarts the other.
• Takes, team, responsible, checklist, priority, how to do it.
• Spare parts on each request (Standard and up) - put on every request the plan makes.

When requests are made

Every 15 minutes Maintenance checks each plan. A plan by date makes its request on the day (at the time set in Settings > Preferences); a plan by meter makes it as soon as a reading reaches its next value. Check now on the Preventive plans page does it straight away.

A plan waits while its last request is still open, so work never piles up. Once that request is finished, the next one is made when it is due.

Meter readings

• Add reading on the equipment page, or on a request.
• Equipment > Import readings - a CSV file with the equipment's tag or name, the reading, and the date and time. The same line is never counted twice.
• Fleet - equipment linked to a Fleet vehicle reads its odometer by itself.
• API (Business) - your machines or monitoring system send readings; see Settings > API & webhooks.

A reading lower than the last one is refused, unless you tick The meter was reset or changed - then the plan's next reading starts from it.

The simple schedule

An equipment can also have a simple every so many days schedule (the same one Manufacturing sets). It makes a preventive request on its date, like a plan by date. It is listed at the bottom of the Preventive plans page.