Allocated Plans

Once the plan and its tasks are define in first step, next step is to add one or more device under that plan to carry out maintenance.

To allocate a plan:

As shown in above image, there are various fields which are explained as:

• Maintenance For: Plan can be added for Device or Location.
  • If device is selected in maintenence for then fill this below details
• All Devices: If a specific device needs to be added for maintenance, then we can add using this field. It will prefilled category and model dropdown below.
• Category: Category of device which needs to be added in maintenance
• Model: Model of device which needs to be added in maintenance. If category is not selected, it will show all models in dropdown else it will show only models that belongs to the selected category
• Device: Device that needs to be added in maintenance. If category and model is not selected, it will show all devices in dropdown else it will show only devices that belongs to the selected category and/or selected model
  • If Location is selected in maintenance for then fill this below details
• Location: Location Need to be added here it is mandatory field
• Internal Place: Location related internal place need to be add here.
• Plan: Plan that was created in first step

• Assigned To: User who will carry out the maintenance. It can be either supplier or user or allocation group

  • if allocation group is selected then the plan will be assign to the member in the group simultaneously.

  Once the allocation is created the device/location will be added to maintenance for the date that is selected in Plan (Recursion Plan)