How do I schedule recurring check-ups to my equipment?

If your equipment requires routine maintenance, you can enable it directly from the required equipment preview page. When the date arrives, the maintenance request will be automatically posted in the "Maintenance request" section, and the event will be displayed in the calendar as well.

All equipment-related recurring maintenance requests will also be stored on a particular equipment preview. 

To enable recurring check-ups for a particular piece of equipment, open the "Equipment" sub-page from "Portfolio" on the left-side menu.  Here you can see the list of all equipment units you have created. Click the “View Equipment” button on the needed equipment and on the particular equipment preview click the “Schedule check up” button:

In the pop-up window, you can schedule recurring maintenance check-ups for this equipment. This means that recurring maintenance requests will be posted for this equipment with a selected frequency.

Choose "Category", "Sub-Category", "Issue", "Sub-Issue", select the needed"Start and End Date", “Frequency“, select the number of days to post requests in advance, enter the Title, put some details if desired and finally click “Schedule” to save changes.

Also, you can easily open the created recurring request by pressing on the “View” button from the Dots menu or "End recurring" check-up at any time.

This might be helpful:
How do I add equipment?

 

Last updated:
Mar. 26, 2024