Plan preventive maintenance
Who: TBA plans. The provider executes and documents. The FM validates.
Preventive maintenance comes from the maintenance plans of each service contract. See Maintenance jobs.
1. Generate the year's maintenance jobs
- Open the asset and go to the Calendario preventivo (Preventive calendar) tab.
- Click Generar mantenimientos (Generate maintenance jobs) for the year.
- Confirm with Generar (Generate).
The app creates one maintenance job for each visit due under the active plans. Each job gets its planned date. You can also generate the jobs of a single plan from its panel, in the Plan de mantenimiento (Maintenance plan) tab of the service contract.
2. Follow the calendar
The Calendario preventivo shows one row per plan and one column per month. Click Semana (Week) to see it by weeks. Filter by Familia (Service type) or by Proveedor (Provider).
Each cell has a colour:
| Cell | Meaning |
|---|---|
| Hecho (Done) | The visit took place on its date. |
| Hecho en otra fecha (Done on another date) | The visit took place on a date other than the planned date. |
| Fuera de fecha (Overdue) | Its date has passed and the visit has not taken place. |
| Previsto (Expected) | The visit is due later. |
| Sin visita (No visit) | That period has no visit. |
The Cumplimiento (Compliance) figure at the top says how many of the visits due up to today have been done.
3. Execute the work (provider)
- Open Inicio (Home). The Trabajos de esta semana (This week's jobs) block shows what is due.
- When you finish, click Marcar ejecutado (Mark executed).
- Enter the Fecha de ejecución (Execution date) and the Horas (Hours).
The execution date cannot be in the future. It also cannot be more than 30 days before the planned date.
4. Upload the report and the certificate (provider)
- Open the maintenance job.
- Click Subir documento (Upload document).
- Choose Informe (Report), upload the PDF and fill in the author, the summary and the recommendations.
- Repeat with the Certificado (Certificate).
The Ejecutados sin documentación (Executed without documents) block on Inicio reminds the provider of the jobs that still lack their documents.
5. Validate (FM)
The FM validates the report and the certificate from Validaciones (Validations). When both are validated, the maintenance job moves to Cerrado (Closed). See Validate documents.
Change the date of a visit
TBA can move a visit with Reprogramar (Reschedule). See Handle a corrective job.