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Tech Tips

Using Tasks and Job Plans with Work Orders and PMs

Challenge:

Create an electronic custom check list / data input sheet to be used with PMs and Work Orders

Methodology:

Version 12.8 of Mainsaver now has the ability to create Tasks and Job Plans (assemblage of one or more tasks) that can be part of a PM and/or work order. These tasks allow electronic “check sheets” to be built as part of a PM and/or work order. Available element types for creating the task include check boxes, yes/no buttons, number entries, and directive/statements.

Both Tasks and Job Plans are created via the Options menu in the PM module. Create a new task as follows:

  • 1. Click on the Add button.
  • 2. Select the Input type to specify whether the task will be Number, Checkbox, Yes/No, or Directive.
  • 3. Complete the associated fields (different based on input type selected).
  • 4. Click on Save.
  • 5. Repeat to create additional task instructions.

Once Tasks are created, they can be added to PMs on the Job Plan Tab of the PM or the Task & Results Tab of the Work Order.

When the work order is executed by the Maintenance Tech, task data can be input directly into Mainsaver on the Task & Results tab.

Note, that work orders with Tasks and Job Plans can also be processed via Mobile devices using Mainsaver Connect. The work orders and their associated tasks can be easily accessed on a Tablet computer where the input data can be input directly while out in the field.

Benefit:

A customized check list / data input sheet can be quickly created for PMs and work orders. Input data can be entered directly into the Core Mainsaver application or via mobile, using Mainsaver Connect.

Mainsaver offered a variety of CMMS solutions that matched the way our business works. They provided customizable solutions and integration options that effectively manage our maintenance requirements and save us quite a bit of money in the process.