Creating customized maintenance schedules based on time, mileage, or engine hours, ensuring timely servicing and preventing costly breakdowns. This helps optimize fleet uptime and extends asset lifespan by automating maintenance reminders and tracking service history. In this tutorial, learn to create maintenance schedules in the Maintenance Center.

Tutorial

Intermediate

MyGeotab

Creating maintenance schedules

Creating maintenance schedules! Let's get started. Navigate to the Schedules page in MyGeotab by either clicking Maintenance, then Schedules, or searching for Schedules in the menu. Maintenance schedules are created by you and serve as notifications of required work on a set of assets. Select add Schedule in the top right. Enter a Name for the new schedule. Enter Categories for this schedule. Maintenance categories are additional labels that can be used for reporting. Select which groups can view or adjust this schedule. Use Comments to provide helpful context about the schedule or its maintenance requirements. Choose all applicable criteria that will determine when maintenance becomes due. Choose how often the schedule should recur based on the criteria you selected. Select Add assets to attach assets to this Maintenance Schedule. Filter by group to limit the Select assets dropdown to assets in the chosen group. Choose every asset that should follow this Maintenance Schedule. Add the selected assets to the schedule. For schedules with many assets, use the Search bar to quickly locate a specific attached asset. Select Add notification rule to create rules that define how, when, and who receives service alerts. Choose how the Maintenance Schedule should notify people, such as messaging the driver through the Drive App or emailing a user. Identify the person or audience that should receive this notification. Define the conditions that must be met before the notification is sent. Save the notification rule and confirm its type, Recipient, and conditions are correct. Notification rules can be updated or removed at any time as maintenance requirements change. Select Edit message to customize the message that recipients will receive when the notification is triggered. Keep the default message or update the Subject line and Body so the notification provides the right context. Add detailed schedule or asset information to the message using the available tokens. Save your message changes after reviewing the Subject line, Body, and Available Tokens. Review the schedule details, assets, notification rules, message, and Schedule options before saving your final changes. If you no longer want to use this Maintenance Schedule, confirm the choice carefully before selecting Delete or Archive from the Schedule options menu. When a vehicle becomes due for scheduled maintenance, the request appears on the Requests tab of the Work Order Management page. Congratulations! You've completed this tutorial for how to create maintenance schedules.

影片逐字稿