How to Create a Maintenance Template

A maintenance template allows you to add specific maintenance tasks and spares assigned to the process and allocate them to the assets which are applicable.

Locate the Maintenance Template Dataset and Create a Maintenance Template

1. Go to the Asset Maintenance category folder in the main menu and select Maintenance Template:

2. Create a new record by either selecting New Record>Maintenance Template, or hit the Insert key on your keyboard.
3. Complete the relevant fields on the Maintenance Template record:

Field	Description
Maintenance Title	The type of maintenance i.e. Annual, 6 Month etc.
Revision	A, B, C or 1, 2, 3 if applicable
Discipline	The job role responsible for the maintenance if required
Estimated Cost SC	Enter a value for cost if required
Category	Select the relevant category if required
Equipment Type	Select the relevant equipment type if required
Asset Description	Select the relevant asset description if required
Maintenance Template (Hdr)
Job Receipt Type	If this tickbox is enabled, each time an asset tied to the maintenance template is returned from a job, a maintenance record will automatically be created.
Service Job	Check this if the maintenance template is for chargeable service jobs
Service Job Supplier	Select the relevant supplier if the maintenance will be carried out by a 3rd party
Frequency	Select the relevant frequency,i.e, Yearly, 6 Monthly, Monthly etc
Prepared By	Enter the name of the user adding the template if required
Prepared Date	Enter/Select the date the template is added, if required
Job Description	Text Field for description of maintenance template

Note: If you wish the maintenance template to apply to all categories, leave the equipment type and asset description fields empty.

Add Maintenance Tasks to the Maintenance Template

4. Select the Maintenance Template Tasks Tab, from the toolbar, select New>Maintenance Template Tasks or hit Insert on your keyboard.

Complete the relevant fields:

Note: (Pink = System Generated, Blue = Mandatory):

Field	Description
Item Number	Enter a value into this field relating to the sort order of the tasks
Task Type	Select the relevant task type, or add a new one if not available
Task	Text field to note a description of the task required
Safety Requirement	Select the relevant safety requirements, ie, PPE
Guidance Notes	Text field for additional instructions
Document	The user can link a file/folder/webpage to the task record

To add multiple tasks, select Next from the toolbar.

Once the task(s) have been added, select Close, then select Refresh, you will now see the task has been added to the template:

Add Stock Requirements to the Maintenance Template

5. If the maintenance template requires spares or consumables, select the MT Parts Required tab and select New Record>MT Parts Required or hit Insert on your keyboard:

Complete the relevant fields:

Note: (Pink = System Generated, Blue = Mandatory):

Field	Description
Our Part Number	You can either manually type the part number into the field or use the binoculars to search for the part
Qty Required	Enter the qty required value
Dangerous Goods	System Generated field, if this is ticked the spare part is classed as a dangerous good

To add additional items, select Next from the toolbar.

Select Close from the toolbar, then select Refresh, you will now see the items that have been added to the template:

6. Select Functions>Assign to Assets.

Note: To view the list of assets assigned to the maintenance template, select the Maintenance tab

The Maintenance Template has now been added to the System.