Video - InEight Progress - Maintenance Work Orders

TRANSCRIPT

Welcome to an InEight Progress.

In this video, you'll learn how to add maintenance work orders to a daily plan.

A daily plan captures the tasks, labor, and resources needed to complete a crew's work for the day.

In some cases, you may also want to track maintenance hours performed on your equipment.

To track maintenance hours, first make sure your settings are configured to display maintenance in Daily Planning.

This setting is found on the Progress tab under organization settings.

With your settings enabled, open a daily plan.

Navigate to the Time Sheet tab.

To add a new maintenance-related task, click here.

You can add maintenance in two ways.

For regular plan maintenance, you can add the task by work order.

First, select the equipment.

On the right panel, you'll see the work orders that have been set up for this equipment item in your ERP system.

Select the work order you want to add and click Done.

Now the new task appears on your Time Sheet tab. Click the white tile to add employee hours for this task.

Note the equipment item is not available for this task since it's the object of the work order.

While some tasks fall under regular maintenance milestones and can be planned through work orders, others may come up as unplanned maintenance or repair.

You can add maintenance hours by cost code to track a task that is not set up through a work order.

First, select the equipment. Then, select the appropriate cost center.

A list of available tasks appears here.

Select your tasks and click Done.

A new maintenance task appears on your time sheet.

Now, you can track maintenance hours against this specific component.

Note that these hours will be tracked separately from the direct work for that task.

Now you've learned how to add maintenance work orders to a daily plan. Thanks for watching!