Schedule
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Schedule

How to get started

  1. Add any Static Assets.
  2. Create a Plan database. Some examples of plans:
    1. 6 Month PM (Requires approval)
    2. 480 Hour PM (Requires approval)
    3. Weekly Coolant Change (Does not require approval)
    4. General Non-Recurring Requests
  3. Enter in the Missing Task Records
  4. Review the Schedule and assign Task Owners and Due Dates
  5. Set up Scoreboards or Print out PDF's of the Schedule
  6. Train your team on how to complete the tasks
  7. Kick it off!

Schedule is the home base for the Maintenance Owner. The main use for the Schedule is to finalize what is being done and when, and incorporating Suggested Tasks into the overall maintenance plan.

Suggested Tasks:

will generate Suggested Tasks for the Maintenance Owner to approve and add to the schedule.

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Suggestions are NOT Tasks until they are approved and added to the Schedule.

Note: Suggestions will display a blue “Suggestion” in the Status. Once approved, and added to the schedule (using the blue check), Suggestions will turn into Tasks.
Note: Suggestions will display a blue “Suggestion” in the Status. Once approved, and added to the schedule (using the blue check), Suggestions will turn into Tasks.

How to use Schedules

Group/Filter - Change the grouping/filtering at the top of the page to customize your view. For example, filter to only look at certain machines or assignees. Or choose a certain time frame to see what was done last week or what should be done this week. You can block the page by date or Assignee.

Tasks -View all tasks and make edits to them. Easily assign people, change due date/time, and edit the priority.

Mass Edit - Edit all tasks for an easier user experience. Suggestions disappear when “Edit all Tasks” is cilcked.

PDF Creation - Generate a PDF view of the schedule for a certain time frame to print out for your team.