PREREQUISITE

  1. Asset types that require recurring maintenance are created in Loc8. To know more about creating asset types, please read Create Asset Type.
  2. The locations where the maintenance is scheduled has been added as a customer site in Loc8. To know more about creating sites, please read Create Site.

Creating the Maintenance Schedule

STEP 1 Go to the Maintenance Schedule page.

STEP 2 Open the Maintenance Schedule wizard.

STEP 3 Provide the maintenance schedule details.

STEP 4 Add the asset type which need maintenance.

STEP 5 Configure the task frequency to define how often the required tasks would be executed. 

You can configure task frequencies in one of the possible three ways:

Tasks to be performed BEFORE the set appointment date at the customer location

Tasks to be performed ON the appointment date at the customer location

In the example above, the selected tasks will be performed once on the selected date set on the maintenance schedule. This has been discussed in the section Modifying Maintenance Schedules.

Tasks to be performed AFTER the appointment date at the customer location

STEP 6 Enable frequency merging and allow to skip duplicate tasks in the auto-generated job. This will check for a conflicting date across all the task frequencies, and will pick a combination but unique set of tasks to be executed on that particular date.

STEP 7 Define the rules to calculate the creation and due by dates for auto-generated jobs.

You will be setting the start date after creating the maintenecae schedule. This has been discussed in the section Setting the Start Date for the Maintenance Schedule.

STEP 8 Confirm and save the maintenance schedule configurations.

Linking Customer Sites with the new Maintenance Schedule

STEP 9 Next, in the list of Maintenance Schedules, edit the newly created maintenance schedule to specify the customer sites where the new maintenance schedule would apply.

Setting the Start Date for the Maintenance Schedule

STEP 10 Set the start date from when the jobs will be auto-generated. The start by and due by dates on the created jobs will be reflected from the choice  the start by and due by dates on the

Activating Maintenance Schedule

STEP 11 Once the locations have been specified and the start date has been set, activate the maintenance schedule for the customer sites.

Select a row and notice the scheduled dates at the bottom of your screen. It prompts when the jobs will be automatically generated for the configured tasks, set on specific calendar frequencies. 

On activating, you can may choose to allow Loc8 to create the first audit job for you if you practice an initial audit at the customer site before starting the actual work.

Now, when you go to the Jobs area, you'll find a list of auto-generated jobs, corresponding to the maintenance schedule you've activated for a customer site.

You can go ahead and set the appointment date for the job and assign it to technicians.

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