Manage Maintenance by Asset

The Manage Maintenance by Asset page, located in the Maintenance tab, allows the user to select a specific asset to view its current maintenance needs as well as add new maintenance items.

Begin by locating the desired asset in the Asset Tree or typing an asset name or code in the Search Assets search bar. Selecting the asset will reveal its maintenance items:

Note: Multiple assets can be selected without refreshing the page. If an asset is selected from the Asset Tree, a new tab will be opened within the page, allowing the user to switch from asset to asset.

To view an existing maintenance item, select that item's View link.

Create New Maintenance Item

New maintenance items can be created for the selected asset by clicking the Create New Maintenance dropdown button and selecting the maintenance type from the dropdown. The following page will then open:

New Maintenance Item

Change Workflow Stage Allows the user to change the current workflow stage of the maintenance item.
Assign to Other User Allows the user to assign the maintenance item to another user.
Assign to Me Allows the user to assign the maintenance item to his/her self.
History Allows the user to view the history of the maintenance item.
Assign to National Bridge Element Allows the user to link the maintenance field to a specific National Bridge Element.
View PDF Creates a PDF version of the maintenance form.
Link Inspection Reports If the maintenance item was created outside of an inspection, it can be linked to an open report by clicking this icon.
Date Reported – Use the Date Reported textbox to indicate the date that the maintenance item was reported.
Priority – Use the Priority dropdown to indicate the priority of the maintenance item. The meaning of each priority level will depend on the agency's standards.
Work Code – Use the Work Code dropdown to indicate what type of action needs to be performed on the maintenance item.
Attach Files – The icon provides a view of all of the files that have been attached to the maintenance item.
- To attach files to the maintenance item, click the icon at the bottom right of the section. A popup will appear to allow the user to attach files to the maintenance report:
Attach Picture/File – To attach a file to the maintenance item, click the Select button. This will open the computer's files. Select one or more files and click Open. The selected files will be previewed.
- Use the File Type dropdown to indicate the type of file that is being attached to the maintenance item. If a photo is being attached, use the Category checkboxes to check off one or more categories for the photo, if desired.
  Note: If multiple files are being attached, it's important that all of the files be of the same file type/category. Use the Set Description to File Name checkbox to automatically use the uploaded file's file name to fill in the Description textbox.
- To accept the selected files and attach them to the maintenance item, click the Attach button. To remove any of the files, click the icon for the desired file.
- Attach Existing File From Report – To use an existing file from a report, select the Attach Existing File From Report tab and use the File Tree to locate the desired file.
- Manage Existing Maintenance Items – Existing maintenance items can be managed for the selected asset by clicking the Manage dropdown button and selecting the maintenance type from the dropdown. The following page will then open:
- Use the dropdown at the top left corner of the screen to filter the maintenance items shown based on whether they're open, closed, etc.
- To add a new maintenance item, click the symbol in the top left corner of the screen. This will add a blank maintenance item (it will need to be opened before it can be edited).
- To open a maintenance item, click that item's symbol. The editing process will be the same as creating a new maintenance item as described above.
- To delete a maintenance item, click that item's symbol.