Maintenance Plans
Maintenance Plans are records entered to ensure that assets in need of maintenance are constantly operational.
Path: CRM > Service-Warranty > Service > Maintenance Plans
You can list, add and update on the Maintenance Plans page.
Listing Maintenance Plans
You can list your maintenance plans by clicking the “search” icon on the page.
Maintenance Plans; It will be listed with information such as Subject, Product, Company, Serial Number, Maintenance Start Date and Registration Date.
Adding a Maintenance Plan
To add a Maintenance Plan, click on the "+" icon on the listing page. The registration screen will appear;

The Active box must be checked. Otherwise, the maintenance plan will not appear.
Save your maintenance plan after the fields on the screen are filled.
Maintenance Plan Detail
To go to the Maintenance Plan detail, click on the "Update" icon at the end of the line of the relevant maintenance plan on the listing page. You will see the update screen;

In this screen, in addition to the fields on the registration screen, there is the "Station Maintenance" section. In this section, you can define the maintenance type and write how often the maintenance will take place. For example; Periodic maintenance is arranged for the machine that is under maintenance. This periodic maintenance will be carried out for 1 day every 6 months. In such a case, a definition is made as in the image.
Do not forget to update your plan after making the relevant changes.
Feedback
Lists the created service maintenance plans. It can be created daily, weekly or monthly. In order for it to be displayed on the calendar, the maintenance type must be entered in the maintenance plan detail. Appointments can be rescheduled by draggin...