Maintenance jobs
Maintenance job
A maintenance job is an intervention by a technician on an asset or an installation. There are three types:
| Type | What it is |
|---|---|
| Preventivo (Preventive) | A scheduled visit. A maintenance plan almost always generates it. |
| Correctivo (Corrective) | A repair of something that fails or that an inspection has found. |
| Predictivo (Predictive) | A check to anticipate a breakdown. |
Each maintenance job belongs to a service contract, and so to a provider and a service type.
Main details
- Fecha prevista (Planned date): the day the work is expected to happen.
- Técnico (Technician): the provider's person who does the work.
- Requiere presupuesto (Requires quote): whether the work needs an approved quote before it happens.
- Origen del coste (Cost origin): who pays for a corrective job. It can be OPEX (operating expense), CAPEX (investment), Tenant or Other.
- Motivo sin coste (No-cost reason): why a corrective job costs nothing. The work can be included in the contract, under warranty or borne by the provider.
- Arrendatario solicitante (Requesting tenant): the tenant who requested the job, if there is one.
States
| State | When |
|---|---|
| Planificado (Planned) | It has not happened yet. |
| Ejecutado (Executed) | The technician has done it, but documents or validations are missing. |
| Cerrado (Closed) | The FM has validated the report, the certificate and, if needed, the quote. |
| Cancelado (Cancelled) | TBA cancelled it with a reason. |
A planned maintenance job becomes Fuera de fecha (Overdue) when its planned date has passed.
Closing
A maintenance job closes when the FM validates:
- the technician's report,
- the job's certificate,
- and the quote, if the job requires one.
The closing date is the date of the last of those validations. The maintenance job's page shows this list in the Para cerrar (To close) block.
Waiting for
Each open maintenance job shows what it needs to move on. The Esperando (Waiting for) column of the list and the notice on the job's page show the next step:
The first three steps appear only if the job requires a quote. The provider uploads and executes. TBA validates. The client approves.
Reschedule
Rescheduling means changing the planned date of a maintenance job. TBA does it with Reprogramar (Reschedule) and gives a reason. The app keeps each reschedule with the old date, the new date, who made it and when.
Timeline
The Historial (Timeline) of a maintenance job records in order everything that has happened to it: the creation, the reschedules, the execution, the uploaded documents, the validations, the client's answer to the quote and the closing.
Maintenance plan
A maintenance plan is the recurring schedule of a service contract. It generates the preventive maintenance jobs.
- It applies to one installation or to the whole asset, for services with no installation such as cleaning.
- It has a Frecuencia (Frequency): every so many days, weeks, months or years.
- It has an Inicio (Start) date and, if it ends, a Fin (End) date.
A plan with maintenance jobs already created cannot be deleted. To stop it, give it an end date.
Preventive calendar
The Calendario preventivo (Preventive calendar) tab of an asset shows one row per plan and one column per month or per week. Each cell shows whether the visit is Hecho (Done), Hecho en otra fecha (Done on another date), Fuera de fecha, Previsto (Expected) or Sin visita (No visit).
Cumplimiento (Compliance) appears at the top. It shows how many of the visits due up to today have been done.