Setup

Consider activities for your resources outside of maintenance when doing maintenance planning

Introduction

Maintenance Tasks are similiar to work orders but they're only dedicated to Resources. They're documents where you can set up needed resources and post the consumption on them. Assets, Items and Expense lines are not possible to add.

You can plan Maintenance Tasks to consider other types of activities for your resources when doing maintenance planning. For example, a maintenance team is not available every first Monday of the month because the whole team has regular first-aid training.

Maintenance Tasks are fully supported by Advanced Planning functionality in the same way Work Orders are.

These articles cover the setup part of Maintenance Tasks.

Maintenance Task Priorities

From the Maintenance Task Priorities list, you can create and set up priorities. You can create individual codes for a priority and add a description. You can also define the default value for the Latest Finish Date Calculation - this will be applied to the plan automatically every time the priority is chosen. One Priority can be set up as the default one.

Maintenance Task Priorities
Maintenance Task Priorities

Maintenance Task Categories

From the Maintenance Task Categories list, you can create and set up categories. You can create individual codes for a category, and add a description. You can also define the default priority code - this will be applied to the plan automatically every time the category is chosen. One Category can be set up as the default one.

Maintenance Task Categories
Maintenance Task Categories

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