Create and update maintenance requests

Completed

When a worker determines that maintenance is needed, they submit a request to the manager or planner who is in charge of reviewing the requests and determining if a work order is necessary and that repairs need to be assigned. For instance, if a machine breaks down in the warehouse line, a worker can submit a maintenance request to service the machine.

To create a maintenance request, follow these steps:

1. Go to Asset management > Maintenance requests > All maintenance requests or Active maintenance requests.

2. Select New.

3. In the Create request dialog box, in the Maintenance request type field, select the type of maintenance request, for example, Corrective.

4. In the Description field, enter a name or title that briefly describes the maintenance request, for example, Breakdown in air knife.

5. In the Functional location and Asset fields, select the functional location or an asset, or a combination of a functional location and an asset, as you require.

   Note

   You can create a maintenance request without selecting an asset, and the asset can be added to the maintenance request later. If the maintenance worker who is signed in is related to a resource that is related to an asset, the Asset field is automatically set.

   If a maintenance request is already attached to the selected asset, a message bar appears at the top of the Create request dialog box to notify you about the ID of the existing maintenance request. A message bar also notifies you if the asset is covered by a warranty agreement.

6. In the Service level field, select a service level that indicates the urgency of the request.

7. If you selected an asset in step 5, you can use the Fault symptom, Fault area, and Fault type fields to create a fault registration.

8. If the maintenance request has caused maintenance downtime, enter the start date and time of the downtime. The Started by field is automatically set to your name.

9. The Actual start field is automatically set to the current date and time. However, you can change the value as you require.

10. In the Notes field, enter any additional notes that are required.

11. Select OK.

    Asset management > Maintenance requests > All maintenance requests

    

Update a maintenance request

Occasionally, a maintenance request is created but later needs changes added to it. You can make changes in the Asset Management module, such as updating the group responsible, location, or maintenance job type. Any changes that are made to a maintenance request must be completed before a work order is created for the maintenance request.

1. On the All maintenance requests page, select the maintenance request to update.
2. Select Edit in the Action Pane.
3. On the General FastTab, select the Responsible (worker) group and the Responsible maintenance worker.
4. Update, if desired, the Latitude and Longitude fields to include the geographic location of the asset that needs maintenance.
5. Under the Asset FastTab, select and verify the asset.

   Note

   If a different asset is to be selected later, keep the Asset verified option set to No.

6. Select a Maintenance job type and, if this information is relevant, a related Maintenance job type variant and a Trade.

   Note

   You can add more faults to the maintenance request after the request has been created. Initially, you can only add one fault during the initial set up of the maintenance request.

7. Select Save.