Planned Maintenance - Overview
This article is part of the Planned Maintenance section.
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Introduction
The Planned Maintenance module allows you to schedule, keep track of and process recurring jobs without having to recreate the jobs every time. This is useful for regular jobs which get repeated such as gutter cleaning, lift maintenance etc.
Once created, a Planned Maintenance record will process the job all the way through, creating the work order, setting this to a Job in Progress status and if there’s an email present in the PL Account it will also send off the work order to the contractor.
Planned Maintenance differs from Diarised Charges, as there will not be a contract for a fixed amount between your company and the contractor. The jobs created via Planned Maintenance are normal jobs, and the amount the contractor invoices can change each time.
The Planned Maintenance tab
The Planned Maintenance tab needs to be activated with the "Planned Maintenance Enabled" System Setting.
Planned Maintenance has its own main tab in CPL which will allow you to create planned maintenance records. These will contain all the detail the system needs to generate the Work Orders for each individual job. The record can also include any documents you would like to be attached with the Work Order each time it is generated.
Like other tabs in CPL, the Planned Maintenance tab is made up of a main grid, a filter/search area, a pin panel and an action bar.
Use the Filter/Search at the bottom to find existing Planned Maintenance records.
Permissions
There is one permission to control visibility and access in the Planned Maintenance tab - "Planned Maintenance - PlannedMaintenance".
- READ - users can see the Planned Maintenance tab
- CREATE/RUN - the Add and Global Action buttons are enabled
- UPDATE - the Amend and Save buttons are enabled
- DELETE - the Delete tick box is enabled
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