The actual list of fields, values, and settings in the Preventive Maintenance module.
| Item in the Maintenance group |
What’s on the page |
| Calibrations |
Calibration records; the Never calibrated tab lists instruments with no record at all |
| Schedules |
The schedules of all plans, by asset |
| Plans |
Maintenance plans |
| Job Plans |
Job plans |
| Analytics |
Timeliness and cost figures (needs the Analytics right) |
The Maintenance Settings page is under Settings.
| Field |
Required |
Description |
| Code |
yes |
A short code for the job plan |
| Name |
yes |
The name of the job |
| Description |
no |
The details |
| Kind |
— |
Maintenance or Calibration |
| Maintenance Type |
yes |
The type the work orders get |
| Estimated Hours |
no |
The effort estimate; becomes the work order’s estimated hours |
| Instructions |
no |
General directions for the technician |
| Required signatures |
no |
Calibration only: Technician, Reviewer, Approver |
| Calibration points |
no |
Calibration only: nominal value, unit, lower and upper tolerance |
| Active |
— |
An inactive job plan can’t be chosen in a new plan |
| Tasks |
no |
Task title and the Mandatory checkbox |
| Materials |
no |
An inventory item and quantity; they go into the work order as planned materials |
| Field |
Required |
Description |
| Name |
yes |
The plan’s name |
| Job Plan |
yes |
What to do |
| Description |
no |
The details |
| Scope |
yes |
Asset type (every asset of the type, can be narrowed by Location) or Asset |
| Triggers |
yes |
At least one: by time and/or by meter |
| Anchor |
— |
Floating or Fixed |
| First service |
— |
Fixed anchor only: On the count start or One interval after the start |
| Count start |
— |
Asset’s commissioning date, Date the plan is applied to the asset, or Set date |
| Lead Time (days) |
yes |
How many days before the due date the status turns “Due”; 7 by default |
| Grace Period (days) |
no |
How many days after the due date the work still counts as on time; if empty, 10% of the shortest interval, at least 1 day |
| How the work is recorded |
— |
Work order or Log only |
| Who does the work |
— |
In house or Service center |
| Service center |
no |
For work done at a service center |
| Work Order Title Template |
no |
{plan}: {asset} by default; placeholders {plan}, {asset}, {asset_id}, {type} |
| Priority |
yes |
For a plan with work orders: the work orders’ priority |
| Assigned Group |
no |
Who gets the work orders and the reminders |
| Trigger |
Fields |
When service comes due |
| Time |
Every, Unit (day(s), week(s), month(s), year(s)) |
One interval after the last completion or the count start |
| Meter |
Meter Type (running hours, mileage, cycles, custom), Every, Lead |
When the reading reaches the last value plus “Every”; the work order comes “Lead” units earlier |
If both triggers are set, service comes due on whichever happens first.
| Status |
Description |
| Active |
The plan keeps its schedules and creates reminders and work orders |
| Paused |
No reminders or work orders; the due dates are kept |
| Status |
When |
| Upcoming |
The due date hasn’t come yet |
| Due |
The lead-time window has started, or the meter is within its lead of the threshold |
| Overdue |
The due date has passed or the meter has reached the threshold |
Extra markers in the Status column: Plan paused; “No … meter on the asset — it will not come due”.
| Action |
What it does |
Right |
| Generate work order |
Creates a work order for the schedule now; doesn’t move the due date |
Create work orders |
| Skip |
Skips the current due date, with a note |
Manage plans |
| Count start |
Shows what the due date is counted from; sets the count start and the last service before tracking |
Manage plans |
| Complete |
Records a completion: date, meter value, cost, note. For calibration, Enter a calibration record |
Mark as done |
| Value |
When |
| On time |
Done no later than the due date |
| On time: +N d within an M-day grace |
Done after the due date, but within the grace period |
| Late by N d |
The grace period was exceeded |
| Skipped |
The date was skipped with the Skip action |
| Metric |
Description |
| On-time compliance |
The share of completions done by the due date or within the plan’s grace period |
| Completed |
The number of completions in the period |
| Overdue now |
How many schedules are overdue today |
| Average delay, days |
The average lateness of completions |
Charts: By kind, By asset type, Overdue by age (up to 7 days, up to 30 days, over 30 days, by meter), Calibration verdicts, and the External work by service centre table. The period is 30 days, 90 days, or 12 months.
| Field |
Description |
| Type |
Running hours, Mileage, Cycles, or Custom |
| Name |
Required for a custom meter |
| Unit |
For example, “h” or “mi” |
| Increasing only |
A new reading can’t be lower than the previous one; on by default |
Reading fields: Value, The meter was replaced or reset with the Reading at installation, and Note.
| Field |
Required |
Description |
| Instrument |
yes |
The instrument being calibrated |
| Maintenance plan |
no |
The calibration plan; the record closes the plan’s cycle |
| Calibration date |
yes |
No later than today |
| Next due |
no |
No earlier than the calibration date |
| Verdict |
no |
If empty, it’s derived from the measured points |
| Verdict justification |
no |
Required when the verdict differs from the measurements; printed on the certificate |
| Performed by |
— |
Internal or External |
| Service center |
yes for external |
The outside lab |
| Accredited calibration (ISO/IEC 17025), Accreditation number |
no |
For an external lab |
| Certificate number, Measurement uncertainty, Calibration procedure |
no |
Calibration data |
| Temperature, Relative humidity |
no |
Calibration conditions |
| Cost |
no |
The cost of the calibration |
| Reference standards |
no |
The instruments used for the check |
| Measured points |
— |
As found and As left, up to 4 decimal places |
| Limited-use note |
yes for that verdict |
Which part of the range the instrument is fit for |
| Impact assessment, Decision |
— |
For an out-of-tolerance verdict: No impact, Accepted as is, Rework, Recall |
| Verdict |
Closes the cycle |
Description |
| In tolerance |
yes |
Every point is within tolerance |
| Adjusted |
yes |
There were deviations before calibration; after adjustment the instrument is within tolerance |
| Out of tolerance |
no |
The instrument is inaccurate; takes effect immediately, even without signatures |
| Limited use |
no |
The instrument is fit for only part of its range; takes effect immediately |
| Status |
Check-out with “Block” |
| In calibration |
allowed |
| Calibration due soon |
allowed with a warning |
| Calibration overdue |
refused |
| Out of tolerance |
refused |
| Limited use |
allowed with a warning |
| At service |
allowed with a warning |
| Not calibrated |
refused |
With Warn, check-out is allowed in any status, but with a warning. The check applies to check-outs and to transfers between locations.
| Role |
What the signature means |
Order |
| Technician |
Performed by |
1 |
| Reviewer |
Reviewed by |
2 |
| Approver |
Approved by |
3 |
Signature state in the journal: Not required, Waiting on , Signed. Signature methods: Typed and Drawn.
| Field |
Values |
Default |
| Calibration Enforcement |
Warn · Block |
Warn |
| Warn before calibration is due (days) |
1–365 |
30 |
| Require electronic signatures |
on · off |
off |
| Re-authentication before signing |
Not required · Password |
Password |
| Allowed signature methods |
Typed (always), Drawn |
Typed |
| Event in the notification settings |
When |
| Maintenance due |
For Log only plans, when the lead-time window starts |
| Maintenance overdue |
The due date has passed; no more than once a week |
| Calibration due soon |
7 days before the due date and on the due date |
| Calibration overdue |
The calibration due date has passed; once a week, also a summary of instruments with no calibration |
| Calibration failed |
A record came out out of tolerance |
| Signature requested |
A record is waiting for a signature in your role |
Dashboard widgets: Maintenance coming due, Calibration status, Calibration due, Maintenance compliance (needs the Analytics right).
In the role editor, the rights are in the Maintenance group.
| Right |
What it allows |
| View |
See schedules, plans, job plans, calibration records, certificates, and the Maintenance tab on the asset card |
| Manage plans |
Create, edit, duplicate, and delete job plans and plans, pause plans, skip due dates, change the count start |
| Mark as done |
Mark service as done and enter calibration records |
| Edit calibration records |
Edit and delete calibration records and attach files to them |
| Sign calibration records |
Sign calibration records |
| Analytics |
The analytics page and the Maintenance compliance widget |
| Settings |
The Maintenance Settings page |
Related rights from other sections: creating work orders, for the Generate work order action; viewing inventory, to change a job plan’s materials; editing assets, to keep meters; Repairs, to send an asset to a service center.
