Maintenance
Here you can configure activities, categories, checklists, priorities, symptoms, and task outcomes.
Activities
Here activities can be created. Each task can be used in a checklist and a work order. The task has a code and a description.
Task outcomes
In a workorder, an activity can be followed up, and the outcomes listed here can be selected. Common outcomes include “OK,” “NOK,” and “Action Required.”
For each outcome, a code and name can be specified.
Categories
Here you can define categories, which can appear as a field in a request or workorder. Common categories are, for example, “Electrical” or “Pneumatic.” These can be used in a request or workorder for additional information or for KPI purposes.
For each catrgory, a code and name can be specified.
Checklists
See the knowledge base article “Planning by Date/Reading (Checklists)” under “Work Management” for more information.
Priorities
Priorities can be managed here. A priority appears in a request and a workorder.
Each priority has a code and name, and it can be determined whether it should be set as the default for new requests or workorders.
Symptoms
Here you can define symptoms, for example “Electrical Issue” or “Water Damage.”
Symptoms can be used in a request or workorder. For each objectgroup, it must be indicated which symptoms apply to the objects in that group. This allows the user to see an accurate set of symptoms when filling in a request or workorder that describe the problem. Symptoms can replace the description of a request or workorder to ensure consistency.