Creating Activities
Introduction
Assigning and scheduling maintenance activities for assets improves efficiency by ensuring tasks are performed at the right time, minimizing downtime. Facilitates resource management, ensuring that necessary personnel and materials are available when needed.
To better understand this topic, watch this related video that explains it clearly and visually. Click here: Watch video [▶️].
Creating Activities
This guide provides a detailed walkthrough on how to create activities within the platform. By following these steps, you can efficiently create and manage activities within the platform, ensuring all relevant details are accurately recorded and tracked.
Step-by-Step Guide:
Access Scheduled Activities:
- In the "Activities" section, select "Scheduled Activities".
- In the "Activities" section, select "Scheduled Activities".
Filter Activities by Date:
- In the "Scheduled Activities" section, you can filter activities by date.
- In the "Scheduled Activities" section, you can filter activities by date.
Search by Activity Name:
- Use the Search bar to filter activities by specific names.
- Use the Search bar to filter activities by specific names.
Use Custom Filters:
- Apply custom filters to narrow down your activity search.
- Apply custom filters to narrow down your activity search.
Create a New Activity:
- Click on the "CREATE ACTIVITY" button.
- Click on the "CREATE ACTIVITY" button.
Fill in Activity Details:
- A form will open where you can enter the details of the activity. Ensure all fields are filled out accurately to better organize your time and resource
- A form will open where you can enter the details of the activity. Ensure all fields are filled out accurately to better organize your time and resource
Select Organization:
- Choose the organization to which the activity belongs. If the organization doesn’t exist, you can create a new one using the quick creation feature by clicking on the "+" icon and filling out the form.
- Choose the organization to which the activity belongs. If the organization doesn’t exist, you can create a new one using the quick creation feature by clicking on the "+" icon and filling out the form.
Identify the Asset:
- Define the asset that will be the focus of the activity.
- Define the asset that will be the focus of the activity.
Select Assets:
- Check the box to the left of each asset you want to include and click "Save".
- Check the box to the left of each asset you want to include and click "Save".
Use a Template:
- If you have a template with the necessary data, select it to automatically fill in all the fields. (See how to create templates).
- If you have a template with the necessary data, select it to automatically fill in all the fields. (See how to create templates).
Fill Out Activity Fields:
- If you don’t have a suitable template, proceed to fill in the following fields:
- Name: The title that identifies the action.
- Priority: Indicates the importance level of the activity.
- Recurring: Mark this option if the activity repeats. Specify the frequency in days, months, or years.
- If you don’t have a suitable template, proceed to fill in the following fields:
Select Counter for Recurring Activities:
- If the activity is recurring, choose the counter you want to use.
- If the activity is recurring, choose the counter you want to use.
Create or Select Counter:
- You can create a new counter by clicking "+", or select a previously created one.
- You can create a new counter by clicking "+", or select a previously created one.
Define Counter Details:
- Enter the name and unit for the counter and click "Save".
- Enter the name and unit for the counter and click "Save".
Set Counter Limit:
- Define the limit based on your counter, such as every 500 hrs. in operation.
- Define the limit based on your counter, such as every 500 hrs. in operation.
Estimate Duration:
- Set the estimated duration for the activity, specify if it is preventive, corrective, or another type, and select the starting stage.
- Set the estimated duration for the activity, specify if it is preventive, corrective, or another type, and select the starting stage.
Record Readings:
- In the "Current Reading" section, establish the previous and current readings, ensuring the current reading is less than the next activity’s reading.
- In the "Current Reading" section, establish the previous and current readings, ensuring the current reading is less than the next activity’s reading.
Add Tasks:
- Start adding tasks to the activity. Click "Add" after completing the description for each task.
- Start adding tasks to the activity. Click "Add" after completing the description for each task.
Include Measurements:
- Add necessary measurements, such as tire pressure. If the required measurement isn’t pre-registered, add a new one by clicking the "+" icon. The "Attachments" section can be used to upload images, documents, or any files related to the activity.
- Add necessary measurements, such as tire pressure. If the required measurement isn’t pre-registered, add a new one by clicking the "+" icon. The "Attachments" section can be used to upload images, documents, or any files related to the activity.
Upload Files:
- After selecting the file, click "Upload File" to store it.
- After selecting the file, click "Upload File" to store it.
Record Activity Costs:
- In the "Activity Costs" section, record the costs incurred during the activity, including spare parts, inventoried parts, services, and others.
- In the "Activity Costs" section, record the costs incurred during the activity, including spare parts, inventoried parts, services, and others.
Add Spare Parts:
- Select "Spare Parts", enter the product and its cost, then click "Save" to store this information.
- Select "Spare Parts", enter the product and its cost, then click "Save" to store this information.
Save or Generate Work Order:
- After filling in all the fields, go to the top and choose one of the following options: save the activity to schedule it later and generate a work order (OT), directly save and create an OT, or cancel.
- After filling in all the fields, go to the top and choose one of the following options: save the activity to schedule it later and generate a work order (OT), directly save and create an OT, or cancel.
Save the Activity:
- In this example, we will save the OT by clicking the "Save" button.
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