How to plan for maintenance and manage maintenance requests¶
During equipment management, businesses offer determined maintenance plans for each piece of equipment to minimize the damage risk midway through operation, affecting productivity. The Viindoo Maintenance app supports two standard maintenance methods:
Corrective maintenance;
Preventive maintenance.
This article will show you how to create a maintenance request, plan, and manage these maintenance requests in Viindoo software.
Requirements
This tutorial requires the installation of the following applications/modules:
Maintenance planning¶
Planning maintenance on a fixed schedule¶
Step 1: Go to Apps and activate the Preventive Maintenance Mode module (you can search with viin_maintenance_preventive_mode).
Step 2: Navigate to Maintenance > Equipments, select an equipment and go to the Maintenance tab to create the maintenance plan for it.
Preventive Maintenance Mode: Select By Default to create a fixed schedule for maintenance.
Preventive Maintenance Frequency: Type the frequency you want to maintain (e.g. 7 days, 30 days, 365 days, etc.).
Next Preventive Maintenance: Auto-calculated based on the above frequency.
Maintenance Duration: Amount of hours you want the maintenance process to occur.
Step 3: Assign a maintenance team to the equipment.
Step 4: Click the Save manually icon to save the info.
After you save, the system will auto-create a maintenance request with the information you have set.
Planning maintenance on milestones¶
Step 1: Go to Apps and activate the Maintenance Notification (to_maintenance_notification) and the Product Maintenance Schedule (to_product_maintenance_schedule) modules.
Step 2: Navigate to Maintenance > Equipments, select an equipment, click the Maintenance tab and select By Schedule at the Preventive Maintenance Mode field.
Step 3: Set up working frequency for the equipment.
Starting Amount: The amount of work that the equipment has done before. If the equipment has never been used, this number will be 0.
Working Amount: The number of works the equipment needs to do.
Working Amount UoM: The unit to measure the work.
Period Time (Hours): Number of hours in a working period of the equipment.
Step 4: Go to the Maintenance Schedule tab and click Add a line.
Step 5: Select an available schedule or press New to create a new one.
Step 6: Enter the information.
Part: Select the part you want to maintain.
Milestone: Select or create the milestone when the equipment needs to be maintained (e.g. 24 months, 100 hours, or 100km, etc.).
Action: The action that the maintenance employee needs to do when the equipment reaches this milestone.
Replace Part: Select the replace part for the Part above (optional).
When you finish, click Save & Close to close or Save & New to create a new schedule.
Step 7: After you set up, the system will auto-calculate the next preventive maintenance date based on the milestones you create and create the corresponding maintenance requests.
Planning maintenance on working hours¶
Step 1: Go to Apps and activate the Maintenance By Working Hours (to_maintenance_by_working_hours) modules.
Step 2: Navigate to Maintenance > Equipments, select an equipment, click the Maintenance tab and select By Hour at the Preventive Maintenance Mode field.
Step 3: Add the equipment’s information
Ave. Daily Working Hours: The average daily working hour of the equipment.
Working Hours between each preventive maintenance: Number of working hours between each preventive maintenance.
Step 4: After you set up, the system will auto-calculate the next preventive maintenance date based on the working hours you set up and create the corresponding maintenance requests.
Create a maintenance request¶
Manual creation is usually applied when you need to troubleshoot an equipment malfunction or a request for maintenance outside of scheduled inspection. Navigate to , press +New to generate a new request.
From here, you need to add the following information:
Title: A summary of the maintenance information.
Created By: By default, the system displays the name of this request creator. However, you can change this information if you are creating a maintenance request on behalf of another employee.
Equipment: Select the equipment that needs to be maintained.
Request Date: Record the maintenance request creation date.
Maintenance Type:
Corrective: Use this maintenance type when you need to troubleshoot equipment malfunction.
Preventive: Select this type when you need to perform scheduled/random maintenance to ensure that the equipment does not have any issues during operation.
Team: Select a specific Maintenance team to take care of this maintenance request.
Responsible: The technician who will perform the maintenance.
Scheduled Date: The expected maintenance date.
Duration: The expected duration of the maintenance, measured by hours.
Priority: The urgency of this maintenance request. Currently, the priority is measured by stars, ascending from 0 to 3 stars, which are interpreted as Very low, Low, Medium, High respectively.
Internal Notes: Record some important information to keep in mind while performing the maintenance on this equipment.
Manage maintenance requests¶
Following maintenance requests¶
To follow up on existing maintenance requests, navigate to .
All the maintenance requests are displayed here in a calendar form. You can change between the day/week/month/year calendar view or see the maintenance schedule of the technician in charge.
Click on each time slot to view the summary information of the maintenance request, including time, technician name, priority, and maintenance type. To read more details of a certain request, press Edit on the maintenance schedule from the calendar.
Change maintenance request stage¶
At the maintenance time, the technician in charge will access the assigned request and change this request stage.
Navigate to to see all the existing maintenance requests in a kanban view. To change a request stage, you can drag and drop the request card to the respective stage.
In each stage, you can block or notify that a maintenance request is ready for the next stage by clicking on the round button on the top right of the screen.
See also
Related articles
Optional module