How to Create New Schedules Activity with or Without Assets l Preventive Maintenance

Creating new schedules activity with or without assets

Creating new schedules activity with or without assets



Users can create Activity Schedules for Maintenance with an Asset and without an Asset. Select an asset from the Asset register, and click on Schedule Activity button on the Home Screen.


The asset name and code will be displayed at the top of the form. The page given below will open.

FIELD NAME 

DESCRIPTION 

MANDATORY 

Activity Type 

User can select any type of activity shown here. 

Yes 

Assignee 

User can select any assignee shown here. 

Yes 

Description 

Give a brief description about the Activity 

No 

Attach Files 

User can attach files. 

No 

User Group 

User can select User Group responsible of this activity. If user group is selected, then assignee will be the one of them. 

No 

Location 

User can select an existing Location. 

Yes 

Occurs 

User can select an existing Occurrence. 

Yes 

Start Date 

User can select Start Date from the calendar. 

Yes 

End Date 

System will always pick current date, not a backdate. User can give any End Date till the date existing in System calendar. 

No 

Activity Reminder 

Specify different types of activity reminders like Same day, 1 day before, 2 days before, 10 days before etc. 

Yes 

Vendor Name 

Assigned activities to any vendor. 

No 

Activity CC 

User can CC schedules to others. 

No 

Amount 

Depends upon the type of Activity selected 

No 



Field Name

Description


Vendor Name


User can select vendor name from dropdown.

Amount

Select the amount for activity.

Total

Total amount will automatically calculate.












Creating a Single Schedule Activity without asset


The user can create Activity Schedules for Maintenance without an Asset. Simply click on the "schedule activity" button.

User is required to fill the form as described to schedule an activity:

1.   The user has to select Activity Type from the drop-down; add User Group to assign the task and receive reminders for the same.

2.   The fields marked in (*) are mandatory. If the user has selected an Asset, in the location column the asset’s location will be displayed.

3.   The user can define the occurrence of an Activity with a start date and end date.

4.   Set your Activity Reminders (Days wise, month-wise etc.)

5.   The user will be notified through emails, push notifications and SMS while creating, updating and closing a schedule.

     6. Click on the Save button after filling the form.

Upload Multiple Schedules Activity 


Users can upload multiple schedules by clicking on the "Upload the Multiple Schedules" button to present the header of the schedule activity form. The schedule activity button is present on the home screen.



When the user clicks on the Upload Multiple Schedule button, an in-built spreadsheet opens. The fields are the same as for single scheduling. 


1.   The user can download a template to upload schedules by clicking on the download schedule template button.

2.   The user can also download a reference file to understand the fields and the data that should be entered in the spreadsheets.

3.   Once you have updated the template, with the data click on choose file button, the values will be reflected in the spreadsheet.

4.  Click on the save button the schedules will be uploaded.

FIELD NAME 

DESCRIPTION 

MANDATORY 

Asset Code 

Asset code for schedules 

No 

Assignee 

User can select any assignee which is shown here. 

Yes 

Description 

Give a brief description about the Activity 

No 

Location 

User can select an existing Location. 

Yes 

Occurs 

User can select an existing Occurrence. If user selects custom days, then custom days field is mandatory. 

Yes 

Custom Days 

After selecting Custom Days in Occurs field, user has to fill the days. 

Yes 

Start Date 

The system always picks the current date, not a backdate. 

Yes 

End Date 

The system always picks the current date, not a backdate. User can give any End Date till the date existing in the system calendar. 

No 

Activity Reminder 

Given are the different types of activity reminders like Same day, 1 day before, 2 days before, 10 days before etc. 

Yes 

Vendor Name 

Assign any activities to any vendor. 

No 

Amount 

Depends upon the type of Activity type selected 

No 

Activity CC 

User can CC schedules to others. 

No 


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