Maintenance Tasks: Create, Schedule, Complete and View History
Tyler Watson
Get to the Maintenance Task Window (2 Ways)
1
You can get to the Maintenance Task window 2 ways - From the Map View or the List View.
Alert! Maintenance Tasks will need to be set up per asset as the Last Service data will vary per each asset.
2
On the Map View - Click on the asset from the Card List that you want to add the Maintenance Task to.
3
Click the Maintenance Tab on the Asset Overview
4
That will open the Maintenance Window.
5
The other way is under List View - Click "List"
6
Click either the Asset Name or the Asset ID of the Asset you want to add Maintenance Tasks to.
7
Click the "MAINTENANCE TASKS" Tab
Add a Maintenance Task
Tip! Tasks will apply a Red Flag to any assets with maintenance past due. It will also apply a green flag to anything in good standing.
8
Click "Schedule Task"
9
If this is your first ever task you will need to click "New task name" if not you can skip down to Step 11
10
Add your Task Name and Click "SAVE"
11
You can use the "Select Task Name" drop down to see the new task name and the previous task names you've created.
12
Select the Task you want to build, you can type in the name here to find it easier in the list.
13
Click "Task Type" Drop Down to select how you would like this tracked. Select one of the following for the primary tracking.
- Calendar
- Engine Runtime
- GPS Odometer
- Idle Time
Alert! Not All of the options will always appear, this is dependent on the Tag Type you are building the Task on. Ex: Non-Powered Equipment will only have Calendar as an option where vehicles will also have Odometers as an option
14
If you want to use multiple metrics (in a whichever comes first situation) you can check this box to add multiple tracking options.
15
Click this checkbox if you would like this to be a repetitive task (Ex: every 10,000 miles, every 30 days, etc)