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Maintenance

Overview

The Maintenance module allows organizations to plan, record, and track maintenance activities for assets — including repairs, inspections, and servicing. It helps ensure assets remain in good working condition and that all service history is accurately recorded.

Asset Management → Maintenance


Maintenance Page

The Maintenance page lists all maintenance records across assets. Each record displays:

ColumnDescription
Asset NameThe asset associated with the maintenance activity
Vendor NameVendor or service provider performing the maintenance
StatusCurrent maintenance status (e.g. Repair)
Maintenance DateDate the maintenance was performed
CostCost of the maintenance activity
Next Due DateScheduled date for the next maintenance
DescriptionAdditional details about the activity

Maintenance Page

A search bar is available to filter records, and pagination controls help navigate through entries. Records can be exported using the Export to Excel button.


Create a Maintenance Record

  1. Navigate to Asset Management → Maintenance.
  2. Click + Create New Maintenance.
  3. Fill in the required fields and click Save.

Create New Maintenance

FieldDescription
AssetAsset requiring maintenance (required)
VendorVendor or service provider (required)
StatusCurrent status of the maintenance (required)
Maintenance DateDate the maintenance is being performed
CostCost of the maintenance activity
Next Due DatePlanned date for the next maintenance
DescriptionDetails of the maintenance work

Actions Menu

Each maintenance record has an Actions button with the following options:

Maintenance Actions

ActionDescription
ViewOpen the maintenance record in read-only mode
EditModify the maintenance record details
DeletePermanently remove the maintenance record
HistoryView the change history of the maintenance record

Best Practices

  • Record maintenance activities promptly after completion
  • Set a Next Due Date to stay on top of recurring maintenance
  • Always link a vendor where an external service provider is involved
  • Review overdue maintenance records regularly