The objective of the maintenance calendar is to have a monthly overview of the scheduled maintenance jobs, Work Orders and Inspections. This includes existing Work Orders and ones that have not been made yeet but are part of the Maintenance plan.
Getting to the Maintenance Calendar
Select Facility Management from the side navigation bar
- A second-tier menu will display
- Select Maintenance calendar
Filters:
There are 3 types of filters that a user can select. They can choose to select a single option within a filter or multiple options, within multiple filters. Users will also have the option to “Select All” within each of the dropdown filter list, which will display all the options of that filter.
Types:
User can filter calendar by item type.
- Work Orders
- Inspections
Both user generated and system generated Inspections and Work Order will be displayed in the maintenance calendar.
Status:
User can filter the calendar by the following 4 calendar statuses
- Pending (Blue)
- In Progress (Yellow)
- Completed (Green)
- Archive (Grey)
Inspection status | Colour | Calendar Status |
Pending | Blue | Pending |
Incomplete | Yellow | In Progress |
Pass | Green | Completed |
Fail | Green | Completed |
Archived | Gray | Archive |
Work Order Status |
|
|
Planned | Blue | Pending |
Sent | Yellow | In Progress |
Overdue | Blue | Pending |
Closed | Green | Completed |
Archived | Gray | Archive |
Approved | Yellow | In Progress |
Voided | Green | Completed |
Completed | Green | Completed |
Maintenance Category:
- Users can use this to filter out by the categories that are set up in the 'Maintenance Categories' settings page.
- Maintenance Category category filter mostly pertains to work orders, however system generated Inspections will inherit the Maintenance category from their parent Maintenance Plan.
- User generated inspection, will have a category called 'Inspection'
Print:
User can print out the maintenance calendar
- Month view will be printed in landscape format by default
- Agenda view will be printed in portrait format by default
- Printed calendars will have the title "Maintenance Calendar (month + year)" on the top row.
Popover Message:
User can click a calendar item to see a summarised detail of that item which will open up a popover message. Upon clicking on the item you will have to option to be navigated to the inspection page with that inspection opened, or to the work order page.
Navigating dates:
- 'Today' will take you to the present day.
- User the left and right chevrons to navigate between months.
- Can switch between Month and Agenda view.
