How to record maintenance

WHEN TO USE THIS

Use this guide if:

• You want to create a maintenance plan for a component.
• You need to complete a maintenance work order.
• You want to review completed maintenance activities.
  
  Note: This is a legacy feature and for a more streamlined approach we recommending using activities

PREREQUISITES

Before starting:

• You have access to the Preventive Maintenance module.
• You have permission to create maintenance plans.
• The component or production line has been configured.

STEPS

1. Open the Maintenance Plans page
   • Open the Preventive Maintenance module from the left-hand navigation menu.
   • Select the Maintenance Plans tab.
2. Create a maintenance plan
   • Click New Plan.
   • Enter the required maintenance plan details.
   • Select the appropriate Role.
     • Choose Operator if the work order should be visible on the Register Stops page.
   • Optionally add instructions.
     • The instructions field supports clickable links to guides or other documentation.

3. Configure the maintenance trigger

   Select the trigger that best matches your maintenance schedule.

   Cycles

   • Use this option to schedule maintenance based on production counts.
   • Select the sensor that should track production.
   • Enter the Target (the number of produced units before maintenance becomes due).
   • Enter a Grace Period (the additional number of units allowed before the work order becomes overdue).

   Example

   • Target: 10,000 units
   • Grace Period: 1,000 units

   The work order becomes due after 10,000 units and overdue if it is not completed before 11,000 units have been produced.

   Calendar

   • Use this option to schedule maintenance on specific days or recurring calendar intervals.

   Elapsed Time

   • Use this option to schedule maintenance after a specified amount of elapsed time.
   • Select which days the timer should be active.
   • Configure the grace period before the work order becomes overdue.

   Click Create to save the maintenance plan.

4. Review scheduled work orders
   • After the maintenance plan has been created, a work order is automatically scheduled.
   • For cycle-based plans, Factbird estimates the due date using historical production data.
5. Complete a work order
   • Open the work order.
   • Enter your initials.
   • Add a comment describing the completed maintenance.
   • Save the work order to mark it as completed.
6. Review the maintenance history
   • Open the component.
   • Select the Maintenance History button.
   • Review previously completed work orders and their recorded details.

EXPECTED RESULT

After completing these steps:

• A maintenance plan has been created.
• Maintenance work orders are generated automatically according to the configured trigger.
• Completed maintenance activities are recorded in the maintenance history.

TROUBLESHOOTING

Issue: A work order has not been created.

Try: Verify the maintenance plan is active.

Try: Confirm the trigger conditions have been configured correctly.

Issue: A work order is overdue.

• Try: Review the configured grace period.

• Try: Complete the work order to update the maintenance history.

Issue: The work order is not visible on the Register Stops page.

• Try: Verify the maintenance plan role is set to Operator.

• Try: Confirm the work order has become due.

STILL NEED HELP?

Contact Support and include:

• The maintenance plan name.
• The trigger type (Cycles, Calendar, or Elapsed Time).
• The production line or component.
• Screenshots of the maintenance plan and work order.

RELATED ARTICLES

• Using Preventive maintenance