- Enabling the Scheduled Maintenance Feature
- Setting up Scheduled Maintenance on an Inventory Model
- Viewing Scheduled Maintenance Information on a Unit
- Running Scheduled Maintenance Reports
You can set Scheduled Maintenance on any serialized inventory model. This is done by setting a maintenance procedure on the inventory model that needs to be performed at a specific interval.
For example, a computer might need a software upgrade every 3 months. So you can set the Maintenance Procedure "Software Upgrade" as scheduled maintenance on the computer, with an interval of every 3 months.
You can then run reports to see upcoming or past due maintenance, and you will also be prompted if you scan a unit with past due maintenance.
Enabling the Scheduled Maintenance Feature
- On the Inventory menu, click Inventory Settings.
- Choose "Yes" on the Scheduled Maintenance Enabled field.
With the Scheduled Maintenance feature enabled, you will now see a new tab on inventory model pages called Scheduled Maintenance. If there are any maintenance procedures set for the model, then you will also see a Scheduled Maintenance tab on the unit page of any unit belonging to the model.
Setting up Scheduled Maintenance on an Inventory Model
- Open an inventory model.
- Click the Scheduled Maintenance tab.
- Click the Search icon below the grid. A search popup will show where you can search for a Maintenance Procedure to set for scheduled maintenance.
- Select a Maintenance Procedure.
- Set the Time and Frequency. (these settings are auto-saved when you click out of the field)
So, for example, if you choose the Maintenance Procedure "Cleaning," then set a Time of "6" and a Frequency of "Months," each unit belonging to the model will now be scheduled for maintenance 6 months from the previous "Cleaning" procedure.