Maintenance Logs

Searching for Maintenance Logs:

  1. You can get to the Maintenance Log page by clicking the Activities title or side menu option under the Asset section.

  1. Inside the Activities page, click on the Maintenance Log title to get to the Maintenance Log search page.

  1. To search for maintenance logs you need to select a Division, Site, and Equipment Type.

  1. To navigate to the Maintenance Log details page, click the Internal Name highlighted in blue.

Selecting a specific Maintenance Log:

  1. After selecting an Internal Name, you will be brought to a page with a set of filters and a table of maintenance logs. To go to a specific maintenance log, click the bolded component name in the table.

NOTES:

    • Filters and Table are dynamic. Meaning they change in real time depending on the selection of the filters.
    • Action Type effects which Categories will be shown.
    • Components will not show unless a Category is selected.
    • The table will filter dynamically depending on the Action type, Category, and Component selected.

Adding a new Maintenance Log:

  1. To add a new Maintenance Log, click the "Add" button on the top right of the maintenance log table.

NOTE: A Category and Component must be selected before adding a new record.


Editing Maintenance Logs:

  1. See "Selecting a specific Maintenance Log", to navigate to the Maintenance Log details page.

  1. The Maintenance Log details page is where you will fill out all necessary information for a specific log.

  1. At the top of the page is the Equipment Widget. This will show all information of the Equipment that the maintenance log is being added to.

  1. On the middle-left side of the page has the basic details of the Maintenance Log. This will show the current Maintenance Log you are viewing, as well as the Start and End Date, Meter Reading, Cost Avoidance, Description, and whether the Maintenance Log is still active or not.


  1. On the middle right side of the page is the pricing section. This will allow values to be inserted for Estimate Time and Rate, Actual Rate, and Cost of Parts.

NOTES:

    • Grayed-out input boxes will change dynamically depending on the values that were inserted within the white input boxes.
    • Estimate Cost = Estimate Time x Estimate Rate
    • Actual Cost = Actual Time x Actual Rate
    • Total = Actual Cost + Cost of Parts
    • The Grayed-out Actual Time input will change depending on the value of the Actual Time for employees
  1. On the bottom left side of the page is the Employee section. This is where you will add employees to the maintenance log.

Adding an employee to a maintenance log:

  1. To add an employee, click the "Add" button on the Employee List header.

  1. Select an employee from the list and input an Actual Time, then click "Save" in the top-right of the maintenance log detail page.
  2. If an employee needs to be removed, click the action menu and select "Remove".

NOTES: Employees can be added more than one at a time. To keep any changes to the page, click the Save button.



Editing Missing Category And Component Types from Imports

When a maintenance log is imported, the record created will have a default category and component type of "Missing". This can be edited by clicking the action menu next to the Component Type on the table of maintenance logs.

After clicking this button, a modal will pop up that will allow you to select a new Category and Component Type.

After selecting the new Category and Component type, click the save button to keep your updates.

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