Maintenance schedules

Learn how to create a new preventative maintenance plan to ensure a given asset is serviced on time.

1. Navigate to Maintenance > Schedules in the main navigation.
2. Select + Schedule from the top menu on the Schedules page.
3. Enter a Schedule name.
4. Enter a Category.
   Note: Categories are additional types of labels that can help you with reporting purposes.
5. Using the checkboxes, set the specific conditions and interval for your schedule. You can set this by time, distance, engine hours, or a combination of these conditions:
   1. Locate the Conditions section.
   2. Click the dropdown and check the relevant boxes (for example, date, distance, engine hours).
   3. Update the specific frequencies (for example, every six months or every 10,000 kilometers).
      Note: You can select multiple criteria. The schedule triggers when any one condition is met.
6. Select Add Assets to search for and add assets to the schedule:
   1. Select specific assets or an entire group to attach to the schedule.
   2. Click Add.
7. Select the Notifications tab to set up notifications for your schedule.
8. Click Save.

Learn how to keep your maintenance up-to-date by adjusting triggers, assets, or alerts as your fleet evolves.

1. Navigate to Maintenance > Schedules in the main menu.
2. Select the schedule you want to edit.
3. Modify fields such as Schedule name, Conditions, or Notifications.
4. Click Save.

Learn how to delete or archive out-of-date or duplicate schedules to keep your maintenance list clean and relevant.

1. Navigate to Maintenance > Schedules in the main menu.
2. Select the schedule you want to remove.
3. Click Schedule Options at the top of the page.
4. Choose how you want to remove your schedule:
   • Click Delete if you no longer need the schedule and want to permanently delete it from your database.
   • Click Archive if you want to retain the schedule for potential future use.
5. Confirm your selection in the confirmation window.

Learn how to set up alerts to ensure the right people are notified when maintenance is due.

1. Navigate to Maintenance > Schedules in the main menu.
2. Select the schedule for which you want to receive email notifications.
3. Locate the Notifications section.
4. Choose Email as the Notification type.
5. If applicable, select the Recipient who should receive the email.
6. Fill in any other required information and click Add.
7. Click Save.

Learn how to control which user groups have permission to view or modify specific maintenance schedules.

1. Navigate to Maintenance > Schedules in the main menu.
2. Select the schedule you want to edit.
3. In the Maintenance schedule access dropdown menu, either:
   • Select additional groups to grant them access.
   • Click the X next to a group name to remove their access.
4. Click Save.

Learn how to disable automated maintenance schedules to prevent them from triggering alerts.

1. Navigate to Maintenance > Schedules in the main menu.
2. Select the automated maintenance schedule you want to disable from the list.
3. Toggle the Active control to No.
4. Click Save.