Create New Maintenance Type

To create a new maintenance type, click the Create button in the top right corner of the screen. The user will be taken to a new page to enter information about the new maintenance type:

• General Tab Name – The Name textbox is a mandatory field, as denoted by the *. It is used to name the maintenance type and should be indicative of the type's intended purpose.
• Description – The Description textbox allows the admin to provide more details if necessary for the inspection type.
• Workflow – The Workflow dropdown allows the admin to select a workflow for the maintenance item. As discussed earlier, this is particularly useful to help distinguish between routine maintenance and critical maintenance for an agency using multiple maintenance types. Worklfows are created on the Manage Workflows page in the Administration module.
• Save and Cancel – The Save and Cancel buttons are located at the bottom center of the screen. The Save button saves the changes made to the maintenance type.
  • The Cancel button cancels any changes made to the maintenance type.
  • Once the maintenance type is saved, new controls and additional tabs will appear on the page:
    
• Design – The Design buttons take the admin to the maintenance type's Forms Designer page for the specified interface: Web, Mobile, or Output. This designs what the specific interface will look like, but not the form itself.
  Note: Once the maintenance type is created and designed, it must be associated with a form on the Forms configuration page and a report type on the Report Types configuration page in order to be utilized in the application.
• Delete – The Delete button becomes available in the top right corner of the screen after the initial save. Click Delete to delete the currently selected maintenance type.
  Note: If the maintenance type is currently being used, the deletion cannot be completed.
• Fields Tab:
  
  • The Fields tab is used to associate specific fields with the maintenance type. In order for a field's collected data to be linked to a maintenance item, the field must be listed here.
  • To add a field that already exists for other maintenance types, click the Add Existing Field button and a popup will appear:
    
  • Locate the desired field from the list or use the Search textbox to search for the field. Once the desired field is located,
  • Click its icon to add the existing field to the maintenance type. The field will then be added to the maintenance type's fields list.
  • To add a new field, click the Add New Field button and a popup will appear:
    
  • For more information on creating a new field, read the Report Fields section within the Manage Asset and Report Settings user manual section.
• Asset Detail Page Maintenance Fields Tab:
  
  • The Asset Detail Page Maintenance Fields tab allows the admin to determine exactly what columns to display information in the Maintenance tab breakdown of the Asset Details page.
  • To add or edit fields to be displayed, select the Modify button. A new window will appear that will list all of the maintenance fields.
    
  • When a field is selected, click the button to add it to the Selected Maintenance Fields listbox. Use the and buttons to change the order of the items in the listbox.
  • If a field is a dropdown type, selecting the checkbox next to Show Field Choice Value will display data in the column as the field choice value. If the checkbox is not selected, the field choice name will display.
  • The Display Field Name textbox allows the admin to rename a specific field to display in the column. This option would be helpful in the case where a field name is too long and the user wants a shortened field name to be displayed in the column of the grid.
  • When the desired selections are made, click the OK button. To cancel the changes, click the Cancel button.
• • Advanced Settings Tab:
  
  • The Advanced Settings tab allows the admin to determine some additional settings for the maintenance type item.
  • When the Show Add Button is marked True, users at an agency will see a within an inspection report thus giving them the ability to create new maintenance items within a report. If marked False, users will not be able to create a maintenance item within an inspection report.
  • When the Show Assign to Me Button is marked True, users at an agency will see a icon within a maintenance item that gives them the ability to assign the item to themselves. If marked False, users will not be able to see the icon or assign the item to themselves.
  • When the Show Assign to User Button is marked True, users at an agency will see a icon within a maintenance item that gives them the ability to assign the item to another user. If marked False, users will not be able to see the icon or assign the item to other users.
  • When the Show Change Workflow Change Button is marked True, users at an agency will see a icon within a maintenance item that gives them the ability to change the workflow stage. If marked False, users will not be able to see the icon or change the workflow stage of the maintenance item.
  • When the Show Comments Button is marked True, users at an agency will see a icon within a maintenance item that gives them the ability to view the history of all the comments that are noted during workflow stage change or assigning to another user. If marked False, users will not be able to see the icon or view the history of comments.
  • When the Show Delete Button is marked True, users at an agency will see a icon within a maintenance item that gives them the ability to delete the item itself. If marked False, users will not be able to see the icon or delete the maintenance item.
  • The Component Name Custom Work Management Instance Text textbox will display a custom name on the top right corner of each maintenance item if text is entered. Otherwise, the asset name will default.
• Output Report Tab:
  
  • The Output Report tab allows the admin to determine which output report sections will be printed when the report PDF is generated. An output report section must be created in Report Sections first that is attached to the maintenance item type in order for the PDF to generate properly.
  • Select the Add Report Section button in the top right corner to display a list of output sections available to attach.
    
  • Use the filter to search for a particular section by entering the name or description of the output report section and selecting the icon. Select the next to the desired report section to add it to the maintenance item.