This article is part of the Planned Maintenance section.

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Planned Maintenance

 You may find it useful to read the Jobs Maintenance articles, prior to creating a new Planned Maintenance record.

Creating a new Planned Maintenance record

1. Navigate to the Planned Maintenance tab.
   
   
2. Click the Add button in the action bar at the bottom.
   
1. You can also create a new Planned Maintenance record from inside a Development. To do this, open the Development, click the Planned Maintenance tab and click the Add button.
   
   
   
   
3. This will launch the Planned Maintenance screen.
   
   
4. The Planned Maintenance ID will be populated with the next available ID once you have saved the record.
   
   
5. Enter information about your repeat job. This will filter through to the Work Order every time.
   
1. Development - you must select a Development first, to enable the other options to be selected
   
2. Block - if you select a Block, the Client filter will only show Clients in that Block
   
3. Apportionment & Client - you must select an Apportionment or an individual Client
   
4. Amount - this is a mandatory field which pulls through to the Target Amount on Stage 2 of the Job
   
5. Description - this will appear on the Work Order and on the client invoice
   
6. Internal Description - this will not appear on the Work Order
   
7. Job Type & Priority Code - these will pull through onto Stage 2 of the job
8. PL Account - which contractor will be used each time the job is actioned
   
9. Frequency Type - choose from Weekly or Monthly.  
   
10. Run Every - select how many weeks or months are between jobs. If your job is to be actioned on an annual basis, select Monthly Frequency Type and then set this field to 12.
11. Next Run Day - choose when you want the first instance of the maintenance job to start. You can come back and amend this at a later date.
    
    
6. Click Save in the top-left corner.
   
   
   
   
7. A pop-up will confirm that the record has been saved successfully, and provide you with the Planned Maintenance ID number. Click OK to dismiss.
   
   
   
   
8. ​The Planned Maintenance screen will update with the information entered, and the Delete tick box and Documents tab will be enabled for that record.
   
   
   
   
9. Click Close.
   
   
10. You will now see the new record in the main grid on the Planned Maintenance tab. You can use the filters at the bottom to search for your record if you need to go back into it at a later date.
    

Adding Documents to a Planned Maintenance record

1. Open your Planned Maintenance record and navigate to the Documents tab.
   
   
2. Click the Add button in the left action bar.
   
   
   
   
3. This will open the Planned Maintenance Add Document window.
   
   
   
   
4. Click Upload File to search for your document.
   
   
5. Enter an appropriate Description for the Document. This will display against the document in the Documents grid.
   
   
6. Click Save.
   
   
7. Click the Preview button in the left action bar to see a preview of the document.
   
   
   

You can also drag and drop documents straight into the Documents tab.

Deleting a Document

1. Highlight the document in the grid.
   
   
2. Click the Delete button in the left action bar.
   
   
   
   
3. A pop-up will ask you to confirm you want to delete the document. Click OK to proceed.