Each part of the Service Plan is defined by a “Cycle”. These are set up against each asset. Tasks can then be assigned to the cycles. At the point when due for scheduling - expected next service minus lead time - the associated tasks are created on the asset. The tasks will be added to a job card, and the job card will record which service cycles were actioned. Upon completion, the due flag is reset and the next service date and meter are set.
Navigate to Fixed Assets > FA Asset Workbench.
Select the asset for which you would like to have a cycle set up.
Within the asset record, select Maintenance > Cycles.
Asset Maintenance Cycles
Click Add (
) to add a new record.Enter:
Cycle code – a code to identify the cycle
Meter Frequency – intervals based on a meter
Interval – how many units of the meter separates each event in the cycle
Caption – which caption is used for the meter
Chronological – intervals based on time
Interval – how many days, months or years between each event
Unit – Day, Week, Month or Year. This can also be set to ‘None’ if there is no time based alternative to the Meter Frequency
Last Actioned – the meter reading and date when the event was last actioned
Next – the meter reading and date the next event is due
Expected – when the next event is expected to occur
When you are done, save the line by clicking Save (
).
You can add as many cycles as required; for example, 500, 1000 and 2000 hour services would each have their own cycle.