Maintenance¶

The Maintenance module lets users schedule and track maintenance tasks for objects in the system. Tasks can be created manually for any object or generated automatically on a recurring schedule. Templates speed up the creation of recurring task types by predefining the type, interval and description.

There are two ways to access maintenance tasks. The Maint. - List view in the main menu shows all tasks across all objects in the project. The Maintenance tab in the object popup shows only the tasks for that specific object.

Contents¶

Get started¶

• Views — An overview of the three maintenance views.
• Object Popup — Accessing maintenance from an object.
• Creating a Task — How to create a new maintenance task, including creating multiple at once.

Configuring¶

• Maintenance List — Working with the maintenance list.
• Templates — Creating and managing templates.
• Recurring Maintenance — Setting up recurring maintenance configurations.
• Status — Description of all task statuses.
• Priority — Priority levels.

Extending¶

• Calendar Integration — How maintenance deadlines appear as calendar events.
• Change History — Automatic change logging for tasks.

Troubleshooting¶

• Common Issues — Common issues and how to fix them.