Servicing and scheduled tasks
Schedule servicing, inspections, pre-start checks, test and tag or calibration every so often, on a fixed date each year, or by engine hours or kilometres.
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Applies to: Assets & Plant · Administrator, Safety officer (HSEQ), Project or site manager, Gate user, Team member
A scheduled task tells you when an asset next needs something done. People who manage the asset add and change tasks; anyone who may log marks them done.
How to add a scheduled task
- Step 1: Open the asset. Under Servicing and scheduled tasks, select Add.
- Step 2: Enter the Task (for example, a 250-hour service) and its Kind: Service, Inspection, Pre-start check, Test and tag, Calibration or Other.
- Step 3: Choose How often: every so many days, weeks, months or years from when it was last done; on a fixed Date each year; or every so many hours or kilometres (with a date as well if you like, whichever comes first).
- Step 4: Enter First due (when it's never been done) or Last done, and who it's Assigned to (or Or by name).
- Step 5: Add a Checklist (one item per line): scanning the label then offers it as a pre-start or inspection checklist.
- Step 6: Select Save.
Mark it done
- Step 1: Select Mark done on the task (or a checklist button under Quick actions).
- Step 2: Tick each checklist item that's OK, add notes and select Save.
What the states mean
- Due soon: within a quarter of the cycle (at least 1 day, at most 14), or in the last tenth of the hours or kilometres.
- Overdue: past the date or the reading.
- Paused: select Pause to stop a task for now, and Resume to start it again.
What happens next
Admins and the person assigned are emailed once when a task becomes due soon, and once when it becomes overdue. Doing it starts the next cycle.