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Contract

Contracts - Scheduled Maintenance Tasks

Linking Tasks to a Contract means that you can monitor and generate Scheduled Maintenance to ensure the contract items are serviced and maintained regularly.

  • Note: Remember that contracts are linked to specific machines or locations, so you need to select the relevant contract item before you can link a scheduled maintenance task to that item.

You will first need to set up tasks in order to be able to link them to a Contract.

Ribbon Access:Contract > Contracts

Link a Task to a Machine

  • The Contract Listing screen will open.
  • Select the Site that you wish to work in.
    • In this example, Durban has been selected.

  • By default, this screen will list all the Active contracts for the selected site, select an alternative status, if required.

Select a Contract

  • Select the row of the contract that is linked to the machine where you wish to view the linked tasks.
  • Click on View.

Note the Serial No.

  • The Maintenance for Contract No.: [ ] screen will open.
  • Make a note of the serial number of the contract machine that you wish to link a scheduled maintenance task to.
    • In this image, serial No. 2020-102041 has been noted.

  • You now need to navigate to the Assets Listing (Machine List for []) screen.
  • Click on the Equipment and Locations ribbon tab.

  • Click on Assets.

  • The Machine List for [ ] screen will open.
  • Use the filter row to type in and search for the serial no. noted in the previous step.

  • You can now view your initially selected machine.

Select Machine

  • Select the row of this machine.
  • Click on the Maintenance tile.

Assign a Task to the Machine

  • Follow the steps in the Assets: Assign A Taskmanual to complete this process of assigning a maintenance task schedule to a contract machine.

Link a Task to a Location

In the Contract Listing screen,

  • Select the site.
    • In this example, Durban has been selected.

  • By default, this screen will list all the Active contracts for the selected site.

Select the Contract

  • Select the row of the contract linked to the location where you wish to link a maintenance task schedule.

Note Customer

    • Take note of the customer code and customer name . In this image, Contract CO0000020 for HOP001, Hope Works has been selected.
  • Click on View.

Note the Location Description

  • The Maintenance for Contract No: [ ] screen will open.
  • Take note of the Location Description where you wish to link a scheduled maintenance task.
    • In this example, the location Forest Hills Centre has been noted.

  • You now need to navigate to the Customer Locations screen.
  • Click on Sales.

  • Click on Customers.

  • In this module, ensure that your screen is set to the correct Site.
  • Ensure that you are in the Active status.

Select Customer

  • Click on the row selector in front of the customer that you took note of being linked to the selected contract.
    • In this case it was HOP001 - Hope Works.
  • Click on the Locations tile.

Select Location

  • The Functional Locations for Customer [] screen will open.
  • Select the row of the location that you took note of.

Add Maintenance Methodology

  • Click on the Maintenance Methodology tile.

  • The Maintenance Methodology for location: [] screen will be displayed.
  • Click on Add.

  • Follow the steps in the Assets: Assign A Task manual to complete this process of assigning a maintenance task schedule to a location.