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How to Create a Preventive Job ? - Web

1. In the Maintenance module, after selecting a Site, click on the "+" button in the top blue bar and select Maintenance Job in the selection list.

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Option 1: Automatically assign an Asset by choosing the Block, Level and Unit

2.1.1. Choose a Block.

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2.1.2. Choose a Level.

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2.1.3. Choose a Room.

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Note: The terms "Block", "Level" and "Room" depend on your project settings.

2.1.4. The default asset will be automatically assigned to the inspection job.

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Option 2: Adding a specific Asset using the "Add Asset" button

2.2.1. Click on "Add Asset" button

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2.2.2. You have a choice to either (1) choosing a particular asset from the list shown below, or (2) add all assets to the job.  You can use the filters to narrow the asset list.

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2.2.3. Once you have selected the necessary asset(s), click on the tick icon to save.

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3. On the information page, fill in all necessary details

You can set a target start date for an inspection job by filling in the Next Inspection date field

You can set a deadline for an inspection job by clicking on the "Deadline" field.

Once the deadline arrives any job that has not been started will show as overdue. 

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4. Next, assign this inspection to the responsible person. You can assign one or several persons for a single inspection job.

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5. You can add a description for this inspection job.

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6. To choose/edit the inspection form for the asset, click on the asset.

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7. Select the inspection form and click the tick icon to save.

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8. Once you have entered all details, click on the tick icon to save the preventive job.

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9. Once it is saved, a preventive job is scheduled.

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10. According to the target date you have set previously, the dashboard will show the job as overdue if the deadline has passed. see below.

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