Introduction
Empress’s Maintenance Schedule feature is an exceptional tool for businesses that rely on machinery and equipment. It allows you to create, manage, and monitor maintenance activities, ensuring your assets stay in optimal condition and your operations run smoothly.
In this guide, we’ll walk you through how to use this feature effectively.
What is the Maintenance Schedule Feature?
The Maintenance Schedule in Empress is a feature that enables you to plan, oversee, and track all your upcoming maintenance events. It helps you ensure that your machinery receives the care it needs, extending its lifespan and preventing unexpected downtime.
Getting Started
Before you create a Maintenance Schedule, make sure you have:
- A Customer record for the client who owns the machine
- An Item record for the machine that needs maintenance
Creating a Maintenance Schedule
Here are the steps to create your Maintenance Schedule:
- From your Empress dashboard, navigate to:
Home > Support > Maintenance > Maintenance Schedule
- Click on New to start a new Maintenance Schedule.
- Choose the Customer and the Items that need maintenance.
- Set the Start and End Dates for the maintenance period.
- Pick a Periodicity to determine how often the visits will occur. You can choose from “Weekly”, “Monthly”, “Quarterly”, “Half Yearly”, “Yearly”, or “Random”. The schedule will be created based on this selection.
- The Number of Visits will be set according to the Periodicity you chose.
- Pick the Sales Person who will be conducting the visits.
- Click on Save.
- After saving, click on the Generate Schedule button to create a Maintenance Schedule.
- Finally, click on Submit.
Once you click the Generate Schedule button, a separate row will be created for each maintenance visit. Each item in the Maintenance Schedule will be assigned to a Sales Person. After you submit the document, Calendar events will be created for each maintenance visit for the Sales Person User.
Wrapping Up
The power of the Maintenance Schedule feature in Empress lies in its ability to streamline and simplify maintenance activities. It helps you plan for future maintenance, allocate tasks to specific personnel, and minimize the risk of unexpected equipment failures. With this feature, you can keep your machinery in top shape and ensure your operations flow seamlessly.
For further assistance or resources, don’t hesitate to visit our support center or reach out to our dedicated customer service team. We’re here to help you make the most of Empress and your business.