Setup and Configuration

Fixed Assets Maintenance Setup

Search for FA Maintenance Setup, or select Maintenance Setup from the Fixed Assets Setup page. On installation, number series will be created for:

• Maintenance plans

• Maintenance orders

• Checklists

• Transfers

You can amend these if required.

Definitions

Definition of terms and entities used in the app:

Measurements

From FA Maintenance Setup, select Measurements. From the Measurements list, add or edit the entries.

Example:

Maintenance actions

From FA Maintenance Setup, select Maintenance Actions. From the Maintenance Actions list, add or edit the entries.

Note:

it is not necessary to predefine all actions. They can be dynamically added during creation of maintenance plans.

Maintenance plan types

Maintenance plan types define broad categories of maintenance, for example inspection, minor service, major service, safety compliance. From FA Maintenance Setup, select Maintenance Plan Types. From the Maintenance Plan Types list, add or edit the entries:

Enter a code and description, and select a maintenance category from the available list. Optionally, add the person responsible for managing the maintenance of assets.

Maintenance groups

Maintenance groups are used to group a set of fixed assets together, based on common properties. The group can be used to associate typical maintenance activities with specific assets.

Example:

Motor vehicles can be split by size and fuel type, for example Passenger Petrol, Passenger Diesel. From FA Maintenance Setup, select Maintenance Groups. From the Maintenance Groups list, add or edit the entries:

Maintenance groups: plan types

You can associate plan types with maintenance groups. Select Maintenance Plan Types from the Maintenance Groups page.