Load & Manage Maintenance Issues

Load & Manage Maintenance Issues

Issues can be assigned maintenance records and assigned to contractors (refer to Maintenance – Contractors, quotes & Job Cards). 

1. Click Admin on the Main Menu. 



2. Click on Customer Files.



3. Select Rental or Sales on the menu heading.

4. Click on the File Name to open the file. 



5. Customer File will open. Click on Maintenance on the file tab ribbon bar. 



6. Maintenance tab will open. 
7. Click on the Maintenance Record button. 



8. Selected maintenance record screen will open.  

Add A Issue

1. Scroll down to the “Issues section”, click on Edit button.



2. Click on Add Issues.



3. The New Issue screen will appear.

4. Fill in the mandatory fields. All other fields are optional.
  1. Issue (mandatory): select the issue type from the drop-down or type in the issue.
  2. Priority (mandatory): select the issue priority, choose between Low, Medium and High.
  3. Areas: Type in the area in the field and select. Multiple areas may be linked to the issues. To add new areas, click on the Area Settings () to add new areas for selection. 
  4. Action: select action to manage the issue. 


5. Click on the Create Issue (Add Images) button.



6. Optional: Attached images or documents to the issue.
  1. Add: Click on the Camera Icon (). Search device for images or documents and click open. 
  2. Delete: Right click on image or document and select delete. 



7. Click Save to create issue. 



8. Issue will be created and appear as white for Unassigned. The issue will also appear on the Maintenance report.
  1. Assign the issue to a contractor (appear as green rows) (refer to Maintenance – Contractors, quotes & Job Cards).
  2. Edit the issue
  3. Delete the issue


9.  To confirm changes to the maintenance record, click Save button.



Editing an issue

1. Click on the Issue.




2. Selected Issue will open.

3. Click Save to create issue. 





Add Images or documents to an Issue


1. Click on the Issue.




2. Selected Issue will open.

3. Optional: Attached images or documents to the issue.
  1. Add: Click on the Camera Icon (). Search device for images or documents and click open. 
  2. Delete: Right click on image or document and select delete. 



4. Click Save to create issue. 




Assigning Issue to Contractor

1.  Edit the Maintenance Record, under the “Contractor Section”. Click on the Contractor.




2. Contractor screen will open. Click on the Edit button. 



3. Under the Contractor Details section, select the issues from the Select Issues to Address drop-down.



4. Click Save Changes to assign the issues to the contractor. Click back to go to the main maintenance record screen. 



5. Issues will be assigned to the contractor and issues will turn green when assigned.  





Deleting an Issue

1. Edit the Maintenance Record, under the “issues section” and click on Delete Button ().




2. Click Yes to accept the prompt. The issue will be permanently deleted from the maintenance record.


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