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Maintenance Tasks Overview

This documentation provides an overview of the Maintenance Tasks feature and describes how maintenance tasks are displayed, filtered, and managed in the DataPortal.

Note

The behavior and configuration of maintenance tasks can vary depending on the manufacturer's requirements and implementation.

Maintenance Tasks Overview
Figure 1: Maintenance Tasks Overview

# Item Description
1 Map View Map of Services.
2 Filter Allows you to filter tasks by Type, Progress and Deadline, Organization/Machine/Model, Assigned to, Total service cycle or Time, see Filters.
3 Sort Allows you to sort tasks according to the Newest, Oldest or Last Modified.
4 Export to CSV, XLSX/Print list of tasks Allows you to either print a list of tasks or export them as a comma separated values list or in the xlsx format to a spreadsheet.
5 Maintenance type indicators Shows the type of maintenance, can be either Scheduled maintenance or Unscheduled maintenance.
6 Deadline indicators Maintenance tasks can have the deadline state of either Upcoming and Overdue depending on the due time of the maintenance task
Depending on the defined maintenance workflow, these states might be set by the Maintenance Planner, see Maintenance YAML configuration explanation.
7 Progress indicators Maintenance tasks can have the progress state of either Unplanned, Planned, Skipped, Completed
Depending on the defined maintenance workflow, these states might be set by the Maintenance Planner, see Maintenance YAML configuration explanation.
8 User Assign Task to User. The user's initials will be then added to the Maintenance Task.
9 Description List of the maintenance tasks for this Service Cycle
Activities can be activated instead, see below.
10 Activities Optional. Activities can be activated instead of the Description list
It shows the activities to be completed regarding the maintenance task as checkboxes.
11 Completion Note Allows you to add information regarding the Maintenance Task, see Completion Note.
12 Acknowledgement Shows who has acknowledged the completion of the maintenance task, see Acknowledge Maintenance Tasks.
13 Document links Add links to web pages, e.g. to service documentation or spare parts
Links can be added via the Maintenance Planner.
14 History Lists all actions performed on the Maintenance Task, see History.
15 Update Task When a Maintenance Task is completed, click the Update Task button.
16 Contact Dealership Contact the service location of your Dealer, see Dealers.

View Map of Services

The map icon map icon forwards you to the Machines Overview where you can view machines with upcoming and overdue Maintenance Tasks displayed on a map.