Maintenance Tab

Use this tab to assign scheduled maintenance to a physical asset. You can:

Add New Cycle - Click this button to open the Maintenance Cycle form. You must indicate when the next maintenance is due, enabling Greentree Desktop to schedule service requests. Saving the maintenance cycle copies it into the list of scheduled maintenance for the physical asset.
Edit Cycle - Select a scheduled maintenance cycle from the list for the physical asset and then click the Edit Cycle button to open the detail record for the maintenance cycle.

You can link a maintenance cycle to a schedule type, such as repair or service. It can also be linked to a default job. Scheduled maintenance can be time or usage based — for example:

Some assets must be serviced every six months - based on time.
Other assets must be serviced after 350 production hours or after producing x-number of units. These assets are usage based.
Some assets must be serviced on ad-hoc basis only. Click the Create Service Request button on the Asset Maintenance form.

The Maintenance tab is disabled when you create a physical asset. You must select the Schedule Maintenance option on the Security tab to enable the Maintenance tab.

Note: You can attach files — for example, PDF, images, .csv files, or signatures — to the tab by clicking the Attach Documents icon on the toolbar.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Group

Group is an additional classification of scheduled maintenance, enabling you to create groups of your own. Scheduled maintenance groups are lookup fields. You can use groups as criteria to generate scheduled maintenance.

Maintenance Cycle

The maintenance cycles selected for the asset display in the table. You can drill down from the table to the detail of the maintenance cycle selected.

Selecting a maintenance cycle in the table fills the detail of the cycle into the Schedule type, Template, and Job fields. You can edit maintenance cycle templates on the Asset Management form.

To add a new cycle, click the Add New cycle button. To edit a cycle, select the cycle from the list of maintenance cycles and select Edit cycle.

Schedule Table

The maintenance cycles selected for the asset display in the table. You can drill down from the table to the detail of the maintenance cycle.

Selecting a maintenance cycle in the table fills the detail of the cycle into the Schedule type, Template, and Job fields.

To add a new cycle, use the Add New cycle button. To edit an existing cycle, select a cycle in the list of maintenance cycles and select Edit cycle.