How To Manage Existing Schedules l Preventive Maintenance

Managing Existing Schedules

Managing Existing Schedules 

Home Screen > Schedule Activity 


To view open schedules, click on the Schedule Activity button.

Users can view all the created open schedules through the Open Schedule ListWhen a schedule is created, it is added to the grid given below the Create Schedule form:


Users can filter an open schedule through several specifications like Activity Type, Asset, User Group, Assignee, Location, Vendor Name, Occurrence, and Date. There is an independent Search field too.

Edit

For editing any schedule, the user has to select one schedule and click on the Edit button. After clicking the Edit button, the same schedules will open. Users can then edit respective fields and save the schedules. 

Multiple Edit 

For editing multiple schedules, the user hato select more than one schedule and click on the Edit button. A spreadsheet opens. Here, user can edit multiple schedules at one time. For saving the details, click on the Save button. 

Delete

To delete any schedule, the user can select one or more schedules to delete by clicking on the Delete button. 



Manage Grid 

Users can manage details shown on gird by using the Manage Grid option. In Manage Grid, the user can unmark the checkbox for non-display in the grid, and the user can adjust the field formatting too.

    • Related Articles

    • 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 ...
    • Manage Workflows

      Manage Workflows Menu > Advanced Settings > Manage Workflows    If a user wants to automate the working process in the organization through which all the work in organization can work through a proper planned channel, they have to prepare a ...
    • Managing Model List

      Managing Model List  Menu > Application Settings > Model While adding asset to the application, user can be restricted from using free text in this field. The list of models can be added to the application. This model can be associated with the asset ...
    • Configuring Schedules Through Categories

      Configuring Schedules Through Categories  Menu > Application Setting > Asset Category  Create Activity schedules for a number of Assets that are added under the category by default.    After clicking on this button, a new screen appears    The fields ...
    • Adding a Single Asset

      How to Add a Single Asset?  Home Page > Add Asset button.   With Asset Infinity, assets can be easily added and updated. To add new assets in the system, the form opens up as shown below. Add Asset form can be managed from Customize Asset ...