Maintenances is the field-service register for planned and completed maintenance visits — one-off and recurring (maintenance interval). From here you turn a visit into a work and work sheets so technicians can do the job on site.
How to open: Field service → Registers → Maintenances
You need permission to manage maintenances. If the menu is missing, ask a manager to grant access.
Concepts
| Term | Meaning |
|---|---|
| Maintenance (list row) | One planned or completed visit (date, customer, status) |
| Maintenance interval | Days between visits (e.g. every 90 days) — basis for recurring service |
| Schedule | Recurring rule for a customer / site / equipment (service type + interval) |
| Work / work sheet | When you plan technicians from a maintenance — a work and sheets are created |
Customer-level interval — set on the customer (or “General maintenance”).
Equipment-level — interval on a specific device.
Statuses
| Status | What it means |
|---|---|
| Planned | Visit is on the list / calendar; a work sheet may not exist yet. |
| Completed | Maintenance is done (manually or when the sheet is completed). |
| Cancelled | Office marked the visit cancelled. |
List filters: All, Planned, Completed, Without work sheet. An overdue badge may appear at the top.
How the logic works (short)
- Set a maintenance interval on the customer, site or equipment (or create a one-off visit without an interval).
- The system keeps one planned next visit (last completed + interval; weekends move to Friday).
- Office plans work (Add work) or bulk Create work sheets — work and technician sheets appear.
- The technician finishes in the worker terminal; completing the sheet sets maintenance to Completed and advances the next due date.
- To stop recurring, choose Do not maintain on the schedule; to drop one unused planned row use Dismiss / delete from the calendar.
Ways to create a maintenance
1) One-off visit (Maintenances register)
- Maintenances → Add maintenance.
- Fill Customer (required), optional Site name, Equipment, Date, Work (e.g. Maintenance), Status, Notes.
- Leave Set maintenance interval (recurring service) unchecked.
- Save.
One row is created. No work sheet until you tap Add work.
2) Recurring from the same form
- Add maintenance as above.
- Check Set maintenance interval (recurring service).
- Choose Maintenance interval (e.g. 90 days) or enter days — shown as every N days.
- Presets: 30 / 60 / 90 / 180 / 360 / 365 days.
- Save — schedule (customer + site + service type) and a planned visit are stored.
3) Customer / site schedule
In the customer Melian / maintenance block or schedule editor:
- Add schedule (or Edit schedule).
- Pick a site or All sites (customer).
- Set Work and Maintenance interval.
- Save.
4) Equipment interval
- Field service → Equipment → open a device.
- Field Maintenance interval (or Equipment maintenance interval).
- Set interval / schedules as for the customer.
- History tab Maintenances lists that device’s visits.
Empty Equipment on a visit = customer / site level.
5) Calendar (Manager dashboard)
On the Manager dashboard calendar you see planned maintenances and can Add work, reschedule, or delete a planned row. The calendar is the planning view; the register is the list and filters.
Planning technicians (work + sheets)
Single visit
- In the register (or overdue dialog / calendar) find a row without a work.
- Tap Add work.
- In planning: Resources → Assign workers → pick Technician(s), mark lead if needed.
- Save — work and sheets are created; the row shows the work number (Open).
Then technicians work as usual — Worker terminal, Works.
Bulk sheets
Toolbar Create work sheets: takes Planned rows with date within today + Create work sheet before due (days) and no sheet yet, and groups them into work sheets.
Overdue
When a planned date has passed and there is no work yet:
- the register shows overdue;
- in the dialog you can Add work, Dismiss (removes / hides that planned row), or Dismiss all.
Dismiss is not the same as status Cancelled — it removes an unused planned visit from the list.
Cancel, complete, reschedule, stop recurring
| Goal | How |
|---|---|
| Cancel one visit | Edit maintenance → Status = Cancelled → Save |
| Mark completed manually | Edit → Completed (usually happens when the sheet is finished) |
| Delete planned | Calendar Delete planned maintenance, or overdue Dismiss |
| Reschedule | Drag on the calendar → Reschedule visit / Save new time, or change Date on the form |
| Stop recurring | On the schedule choose Do not maintain — recurring stops and future planned visits are removed |
There is no separate Skip button — closest actions are Dismiss / delete planned / Do not maintain.
Planning settings
Gear Planning settings on Maintenances:
| Setting | Purpose |
|---|---|
| Create work sheet before due (days) | How far ahead Create work sheets picks planned visits (e.g. 7 by default) |
| Automatic planning | When on, syncs the next planned visits from schedules |
| Planning horizon (days) | Stored planning / calendar horizon |
QR contact (separate control) is public equipment / QR page contact info — not the interval setting.
Service types (Work)
On the form Work e.g.: Maintenance, Wash, Chemistry round, Fault, Repair, Installation, Dismantling, Inspection, In order.
Recurring schedules and “next due” mainly apply to maintenance-related types; fault / repair are often one-off.
Typical office flow
- Set Maintenance interval on the customer or equipment (or Add maintenance + recurring checkbox).
- Open Maintenances → Planned (and overdue).
- Add work (or Create work sheets) → assign technicians.
- Technician completes the sheet → Completed → next due advances.
- If the customer no longer needs service: schedule Do not maintain.