Steps to Configure Maintenance Plan
Access Maintenance Plans
- Hover over the "Assets" tab in the top navigation bar.
- Click "Maintenance Plans" from the drop-down menu.
Review Existing Plans
- Instantly review active Maintenance Plans.
- View the number of tasks/steps in each plan.
- Check the number of assets assigned to the plan and the total services performed within the last 12 months.
Create a New Maintenance Plan
- Click "New Maintenance Plan..." in the TOOLBOX on the right side of the screen.
- Name the plan based on internal SOPs or naming conventions.
- Assign the plan by product category or generically to "Any Category".
- Qualer recommends configuring plans based on product category for specific vendor and service level assignments.
Define Tasks and Service Intervals
- Click on the plan title to open it.
- Click "Add New Maintenance Task".
- Add the service name and select the service interval.
- Follow internal SOPs for advanced recall or past-due grace periods.
- Schedule service intervals (e.g., specific weekday/month) and set triggers for maintenance tasks following a failed event.
Configure Advanced Forecast Options
- Original Due Date Options:
- Next interval (shift on each event).
- Submission Date + Grace Period.
- Exact Submission Date.
- Next Service Due Options:
- Use the Original Due Date for Early Completion.
- Always Use the Exact Completion Date.
Add Procedural Information
- Use the Instructions tab for procedural information or notes.
- Initiate automated order generation if needed (enabled by Qualer personnel).
Configure Auto-generation Options
- Select an order owner.
- Enable auto-generate orders by clicking the first checkbox.
- Choose additional options like approving orders, generating one order per asset, and setting a specific generation time.
- Ensure a service level is selected in the Service Provider tab.
Assign Service Providers
- Use the Service Provider tab to indicate the vendor, service level, and price list.
- Assign tasks to internal teams or external providers.
Assign Employees
- Use the Assignment tab to pre-select main and additional assignees.
- Click Select Technician or the “+” to open the employee selection window.
- Select the employee for the maintenance task.
Indicate Subcontractors
- Use 'Subcontractor' to indicate the vendor for outsourced services and the associated service level.
Service Interval Analysis
- Service Interval Analysis can be performed in a more targeted way on a specific maintenance task. Only assets linked to the same maintenance plan will be analyzed and the change advice will be offered for a single maintenance task.
Add Assets to the Plan
- Go to the Asset Manager screen.
- Select existing assets and click "Add to Maintenance Plan" in the Toolbox.
- Alternatively, select "Assign Maintenance Plan" in the Maintenance tab of the Asset Info pop-up.
Set Service Date Logic
- Choose appropriate logic for initiating the next service due date using the checkboxes and drop-downs.
- Confirm the assignment by clicking "OK".
Configure Service Start Based on History, Purchase, or Activation Date
- For assets with service history, use the last service record date to set the next service date.
- For assets with a Purchase or Activation date, use these dates to set the maintenance plan.
- Set a specific due date if required.
Reset Service Date
- Select the calendar icon in the Maintenance Plan's row to reset the service date.
- Adjust the "Next Service Date:" field by selecting a date from the calendar or typing the desired date.
- Delete the date to remove the service date if needed.
- Click "OK" to save changes.
Update and Schedule Additional Tasks
- Press "Update" when the task is completely configured.
- Schedule additional tasks as needed (independent, contingent, on demand, etc.).
Following these steps will help configure and manage Maintenance Plans effectively within Qualer.