Assign and prioritise a defect
A failed form answer can create a defect without asking the worker to enter the same issue twice.
- 1
Open the defect from the Operations inbox and confirm its asset, evidence and severity.
- 2
Assign the responsible person, set the status and add any isolation or operational restriction.
- 3
Escalate critical issues immediately and keep the asset unavailable until the authorised clearance is recorded.
Create a service schedule
Schedules can follow a date or the asset's hours, kilometres or operating cycles.
- 1
Open Maintenance, choose the asset and select the calendar or usage trigger.
- 2
Enter the next due date or reading and add a repeat interval when the service recurs.
- 3
Save the schedule and confirm it appears in due work and the Operations inbox at the expected time.
Close a work order safely
Completion should record the work performed, not only change a status.
- 1
Record labour, parts, repair notes and supporting evidence against the work order.
- 2
Complete any required verification or post-repair inspection.
- 3
Close the work order and return the asset to service only when an authorised person has confirmed it is ready.