Maintenance Overview

Maintenance in ThingTech works on the concepts of PM Intervals, PM Schedules and Work Orders.  Thes can be found in the Preventive Maintenance tab in ThingTech and on all “Thing” records

PM Intervals: 

This is the interval on which work is to be completed.  Assigning a “Thing” (Vehicle, Asset, Etc.) to an PM Interval denotes that this “Thing” has tasks to be done at that Interval.  When a “Thing” is added to an interval, a PM Schedule is created for the combination of “Thing” and Interval

o   Intervals can be based on: Miles, Hours, or Date

o   Examples of PM Intervals are: Annual Inspections, Vehicle Servicing (Oil Changes)

PM Schedules:

This is the combination of “Thing” and Interval created in the system.  A “Thing” may have more than 1 PM schedule, based on how many intervals it is assigned to.

o   PM Schedules are where we determine the status of the interval for a “Thing”

o   Statuses are:  On Schedule, Pending, Past Due

Work Orders:

Orders are used to denote that work has been done on the “Thing” and is specific to an interval.  This will restart the counter on the PM schedule and update the Status

o   Examples of work order would be recording the vehicle mileage an oil change was completed so that the PM Schedule updates its status and updates you when it is to be done again

PM Intervals

Creating a PM Interval:

Steps:

1.         Navigate to the Maintenance Tab in ThingTech

2.         Select PM Intervals

3.         Select “Create New”

4. Fill in the information related to your PM Interval (Found on the Detail Tab)

Adding “Things” to a PM Interval

1.         Navigate to the appropriate “Thing” tab on the PM Interval (Note you can access this when creating a new PM Interval, or by editing an existing PM Interval to add more “Things” to an existing Interval)

2.         Check the box next to the “Thing” that you want to add or remove from the interval

3.         Select Save

Orders

Creating an Order

Work orders can be created via the Things page, or from the Visualization page

Creating an Order from Things page

1.          Navigate to the vehicle you are creating an order for (Note:  This can be done on the Things Tab, or within the Visualization Grid)

2.         Click on the box next to the “Thing”

3.         Select Actions ->  “Create Work Order”

4.         Select Create Work Order

Creating an Order from Visualization

1.         Select a Layer to display your “Things”

2.         Click on the Vehicle you want to create a work order on (This can be done by clicking on the vehicle in the mapping pane, or in the grid)

3.         Select the “Actions” button

4.         Select Create Work Order

Complete Work Order

1.         Fill in the appropriate data for the work performed (Make sure to set the order Status to Completed.  The PM schedule will not reset if not set to Completed)

2.         Select Save

Viewing Preventive Maintenance Information on Thing Detail Record

You can view information regarding PM Intervals and PM schedules related to an asset by accessing the top ribbon.  You can also see information on PM Status and upcoming Maintenance to perform

Tip: Use the PM Status field for filtering on Layers and Reports