Planned Maintenance - Planned Maintenance Rule Detail Screen - Overview
- The detail screen for a Planned Maintenance Rule includes a section for the name, description, and system-generated Maintenance ID.
- The main body section, under a green header row, contains rules that are included, with columns describing the rule type, measure, and criteria. This section can be collapsed using the arrow icon to the right side of the header row.
- The left side of the screen contains a search window that can be used to search for other Planned Maintenance instances, along with a scrollable list that allows you to select another instance.
- In the bottom right of the screen are four options:
- Go Back – takes you back to the main Planned Maintenance list
- Add – allows you to create a new Planned Maintenance rule.
- Duplicate – allows you to create a new Planned Maintenance rule by duplicating the current rule.
- Edit – allows you to make changes to the current rule.
Planned Maintenance - Planned Maintenance Rule Detail Screen - Add Planned Maintenance Rule Screen
- To create a new planned maintenance rule, first enter a name and description in the text fields at the top of the screen.
- Next, to add a rule, click on the “+Add” link on the right side of the green header row labeled “Planned Maintenance Rule.”
- In the window that opens, select the Rule Type.
- Motion - The rule applies after the vehicle has been in motion a set amount of time since the last maintenance performed.
- Duration - The rule applies after a specific time duration (number of days) since the last maintenance performed.
- For Motion rules, select the Measure from the dropdown.
- In the Criteria text field, enter a value.
- When finished, click on the "Add" button at the bottom.
- You may add additional rules following the above steps. When finished, click on the “Save” button at the bottom right of the screen.
Planned Maintenance - Planned Maintenance Rule Detail Screen - Edit Planned Maintenance Rule Screen
- To make changes to an existing maintenance plan, from the Edit Screen, click on the “Edit” button in the bottom right of the screen.
- You can edit the name and/or description and make changes to rules.
To Add a Rule:
- Click on the “+Add” link on the right side of the green header row labeled “Planned Maintenance Rule.”
- In the window that opens, select the Rule Type.
- Motion – the rule applies after the vehicle has been in motion a set amount of time since the last maintenance performed.
- Duration – the rule applies after a specific time duration (number of days) since the last maintenance performed.
- For Motion rules, select the Measure from the dropdown.
- In the Criteria text field, enter a value.
- When finished, click on the “Add” button at the bottom.
To Edit a Rule:
- Click on the carat icon under the “Actions” column to the right of the rule row.
- From the dropdown, select "Edit."
- In the window that opens, make desired changes to the Rule Type, Measure, and/or Criteria, then select “Update.”
To Remove a Rule:
- Click on the carat icon under the “Actions” column to the right of the rule row.
- From the dropdown, select “Remove.”
- A window will open requesting you to confirm whether you wish to delete the rule. To confirm, click “OK.”
- Once you are finished making changes to the Planned Maintenance Rule, select “Save” in the bottom right of the screen.