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Completion Note

The Completion Note field can be used to add information on the Maintenance Task and at the same time mark it as planned or completed.

The note can be edited at any time during the Maintenance Task, before or after finishing it
It can be added by the maintenance service technicians with permission set Maintenance:Maintain for the Maintenance Tasks they are assigned to.

This Completion Note is then made accessible to users with permission set Maintenance:View, e.g. Machine Owners as soon as the Maintenance Task is completed.

In the History, a new entry "updated Completion Note" will be noted when adding, editing or deleting a Completion Note.

To add a Completion Note, proceed as follows:

  1. Add the desired text.

    Note

    Text cannot be formatted.

    Maintenance Task Completion Note field
    Figure 1: Maintenance Task Completion Note field

  2. Click Submit to finish the Completion Note only
    Click Submit and Complete Task to close the complete Maintenance Task with the note.

    The Completion Note will be added to the Maintenance Task:

    Maintenance Task Completion Note section
    Figure 2: Maintenance Task Completion Note section

To change the Completion Note, proceed as follows:

  1. Add a new text in the empty Completion Note field
    A note may be edited multiple times.

    Completion Note update
    Figure 3: Completion Note update

  2. Click Update Completion Note
    The Completion Note will be updated in the Maintenance Task.

To delete the Completion Note, Submit an empty Completion Note
The existing Completion Note will be removed.

Completion Note empty/delete
Figure 4: Completion Note empty/delete