Maintenance Plans : Documentation and Support

Access Maintenance Plans

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

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

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.