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Preventive maintenance plans

Updated in 5.20.70

A plan says when an asset’s next service is due — by the calendar or by its hour meter — and makes the maintenance job when it is time. It works for any company with assets.

Where

Fixed Equipment › Operations › Maintenance plans

Who

Anyone allowed to see maintenance reads the plans. Keeping plans takes Maintenance plans — Manage; making the job takes the right to create maintenance jobs.

The list

Each plan shows its asset, what is done and who does it, how often, when it was last done, when it is next due and its State: Overdue, Due this week, Job open, Later, or No meter reading yet. The boxes at the top count the overdue plans, those due this week and those with a job open; press one to see only those.

The maintenance plans list

Add a plan

1
Press + Add a plan.
2
Choose the Asset, type a Title, and choose the Type of work and Who does the work.
3
Under Goes by, choose The calendar for every so many days, weeks or months, and say the day the First service is due on. Or choose The hour meter for every so many running hours, and the reading it is Counted from.
4
Press Save the plan.
A plan by the hour meter

When it is next due

By the calendar, the next service is the day the plan’s last job was completed plus the interval; a month from the 31st is the last day of the next month. Before any job, it is the first day you gave.

By the hour meter, the next service is the reading on the day the last job was completed plus the hours. The readings are typed on the asset’s record (Hour meter). The day shown is worked out from how many hours a day the meter has run over the last 90 days.

Make the job

On a plan that is due, press Make the job. A maintenance job opens today with the plan’s title, type and supplier, and the plan says Job open until it is closed. A plan never makes a second job while one is open. When the job is closed on Maintenances, the plan counts its next service from that day.

Choose Overdue or due this week to see what needs doing now.

The plans due now

A plan is never deleted: Archive keeps it and stops it making jobs, and Restore brings it back.

Questions

Where is “Preventive maintenance plans” in Zyntra OS?

Fixed Equipment › Operations › Maintenance plans

Who can use “Preventive maintenance plans”?

Anyone allowed to see maintenance reads the plans. Keeping plans takes Maintenance plans — Manage; making the job takes the right to create maintenance jobs.