Screens and menus

Every Maintenance menu entry and screen: where to find it, what it is for, what its list shows and which permission it needs.

On this page (14)

Maintenance > Maintenance

Maintenance Dashboard

What it is for
Today's picture of maintenance work, assets down, cost and downtime
List: columns and filters
Tiles: Open Work Orders, Overdue, Emergency Jobs, Due Today, Preventive Due, Assets Down, Waiting Parts, Waiting Vendor, Maintenance Cost (Month, cost.view only), Downtime Hours (Month). Cards: Work Orders by Status, Cost Trend (cost.view), Downtime Trend, Preventive vs Corrective, Top Cost Assets (cost.view), Failure Categories, Technician Utilization (30 days), Recently Updated Work Orders, Preventive Due
Buttons and actions
Report Issue (opens Requests), Work Orders; each tile opens its list; click a row to open the work order / asset
Permission needed
maintenance.view

My Work

What it is for
The signed-in technician's open jobs as cards (the user must be linked to an employee who is a technician)
List: columns and filters
Cards: number, status, issue, asset, type, planned start; scan box
Buttons and actions
Scan / type asset code, barcode or NFC tag -> Open Asset; Start Work, Pause Work (asks why), Resume, Open
Permission needed
maintenance.view

Maintenance Requests

What it is for
Problems reported by people or raised by the system, before they become jobs
List: columns and filters
#, Issue, Asset, Priority, Severity, Source, Requested By, Reported, Status, Work Order. Status filter (Open = New/Review/Approved, All, each status); search number/issue/requester/location; sort, group, paging
Buttons and actions
Report Issue (request.create); open a request
Permission needed
maintenance.view (list); maintenance.request.create (report)

Work Orders

What it is for
Every maintenance job
List: columns and filters
#, Asset, Description, Type, Priority, Status (+Overdue chip), Technician, Planned Start, Due (hidden), Finished (hidden), Cost (cost.view only). Queue pills with counts: Open, My Work, Overdue, Emergency, In Progress, Waiting Parts, Waiting Vendor, On Hold, Preventive, Corrective, Shutdown, Completed, Closed, All
Buttons and actions
New Work Order (workorder.create); open a work order
Permission needed
maintenance.view

Maintenance > Operations

Breakdowns

What it is for
Work orders list opened on the Emergency queue (emergency or breakdown type, or urgent priority)
List: columns and filters
Same columns and pills as Work Orders, Emergency selected
Buttons and actions
New Work Order; open a row
Permission needed
maintenance.view

Inspections

What it is for
Inspections planned and done against inspection templates
List: columns and filters
#, Inspection, Asset, Scheduled, Performed, Inspector, Status, Result. Filter: Planned / In Progress / Done / Failed
Buttons and actions
New Inspection (maintenance.edit); open an inspection
Permission needed
maintenance.view

Technician Jobs

What it is for
One technician's open jobs, chosen from a drop-down
List: columns and filters
#, Asset, Description, Status, Planned
Buttons and actions
Choose technician; open a job
Permission needed
maintenance.view

Downtime

What it is for
Every downtime period this year
List: columns and filters
Asset, Downtime Start, Downtime End (Running chip), Duration, Planned / Unplanned, Reason, Production Impact, Cost (cost.view)
Buttons and actions
Record Downtime (maintenance.edit)
Permission needed
maintenance.view

Maintenance > Planning

Preventive Maintenance

What it is for
Preventive plans and what falls due in the next 30 days
List: columns and filters
#, Plan Name, Type, Trigger, Interval, Assets, Next Due (overdue red), Status. Card 'Due in the next 30 days': Plan, Asset, Due, Meter (current / due), Work Order
Buttons and actions
Generate Due Work Orders (workorder.create); New Plan (plan.edit); open a plan
Permission needed
maintenance.view

Maintenance Calendar

What it is for
Jobs and due dates on a Day / Week / Month calendar
List: columns and filters
Events: Preventive, Preventive due (forecast), Corrective, Inspection, Calibration, Shutdown, Warranty end, Vendor visit, Contract expiry. Filters: technician, asset
Buttons and actions
Day / Week / Month, previous / next, Today; click an event to open the work order, plan or asset
Permission needed
maintenance.view

Workload

What it is for
Planned hours per technician for a 7-day window against 8 h per working day
List: columns and filters
Technician, Team, Jobs, Planned, Capacity, Load % (red over 100)
Buttons and actions
Choose the start date
Permission needed
maintenance.view

Shutdown Planning

What it is for
Work orders of type Shutdown
List: columns and filters
Same as Work Orders, Shutdown queue
Buttons and actions
New Work Order; open
Permission needed
maintenance.view

Meter-Based Plans

What it is for
Plans triggered by a meter (meter, runtime, distance, cycles, usage) or whichever comes first
List: columns and filters
Same as Preventive Maintenance
Buttons and actions
Generate Due Work Orders; New Plan
Permission needed
maintenance.view

Condition-Based Plans

What it is for
Plans of type Condition Based or Predictive, plus the condition rules
List: columns and filters
Plan list + card 'Condition Rules': Code, Rule, Meter, Condition, Action
Buttons and actions
Generate Due Work Orders; New Plan
Permission needed
maintenance.view

Maintenance > Assets

Assets

What it is for
The asset register (machines, HVAC, generators, IT, tools...)
List: columns and filters
Asset Code, Asset Name, Type, Category, Location, Manufacturer, Serial Number (hidden), Criticality, Status, Open WOs, Next Due, Warranty End. Filters: type, status (incl. 'Down (not working)'); search code/name/serial/barcode/manufacturer/model
Buttons and actions
New Asset (maintenance.edit); open the Asset 360
Permission needed
maintenance.view

Equipment

What it is for
Same register under a second menu name
List: columns and filters
Same as Assets
Buttons and actions
Same as Assets
Permission needed
maintenance.view

Locations

What it is for
Sites, buildings, floors, areas and rooms that assets sit in
List: columns and filters
Code, Location (full path), Kind
Buttons and actions
Add Location form (maintenance.configure only)
Permission needed
maintenance.view (view); maintenance.configure (add)

Asset Hierarchy

What it is for
Locations and the assets inside them as one tree, all expanded
List: columns and filters
Tree nodes: location / 'CODE - Name' with status
Buttons and actions
Click an asset to open it
Permission needed
maintenance.view

Meters

What it is for
All meter readings and open condition alerts
List: columns and filters
Open Condition Alerts: Asset, Alert, When, Request, Acknowledge. Meter Readings: #, Date, Meter, Previous, Reading, Unit, Source, By
Buttons and actions
Acknowledge an alert (server needs maintenance.edit); open the request; click a reading to open the asset
Permission needed
maintenance.view

Warranty

What it is for
Warranties on assets and the claims made
List: columns and filters
Warranties: Asset, Warranty Provider, Type, Start Date, End Date, Coverage, Status (Valid / Expiring within 60 days / Expired). Claims: #, Asset, Claim Reference, Work Order, Claim Status, Amount, Filed
Buttons and actions
Click a row to open the asset (add warranty / claim from the Asset 360)
Permission needed
maintenance.view

Calibration

What it is for
Register of assets that need calibrating and the calibration records
List: columns and filters
Register: Asset, Calibration Interval, Last, Next, Tolerance, Certificate, Status (Valid / Due Soon / Expired / Failed). Records: #, Asset, Performed, Measured, Result, Next Due. Status filter
Buttons and actions
Record (maintenance.calibration)
Permission needed
maintenance.view

Contracts (AMC)

What it is for
Vendor maintenance contracts: AMC, service, warranty, rental
List: columns and filters
#, Contract, Kind, Vendor, Expiry, Visits Used / Included, Response SLA, Parts / Labor, Assets, Value (cost.view), Status (active / expiring / expired / suspended / cancelled)
Buttons and actions
New Contract (maintenance.configure)
Permission needed
maintenance.view

Vendors

What it is for
Vendor visits and outside jobs
List: columns and filters
Date, Vendor, Contract, Asset, Work Order, Status, Within Contract, Cost (cost.view)
Buttons and actions
Record Visit (maintenance.edit); click a row to open its work order
Permission needed
maintenance.view

Maintenance > Parts

Spare Parts

What it is for
Every part line on every work order
List: columns and filters
Work Order, Asset, Item, Required, Reserved, Issued, Returned, Warehouse, Transfers, Cost (cost.view)
Buttons and actions
Click a row to open the work order
Permission needed
maintenance.view

Reservations

What it is for
Part lines with stock reserved
List: columns and filters
Same as Spare Parts
Buttons and actions
Open the work order
Permission needed
maintenance.view

Consumption

What it is for
Part lines with stock issued
List: columns and filters
Same as Spare Parts
Buttons and actions
Open the work order
Permission needed
maintenance.view

Part Requirements

What it is for
Part lines on open work orders
List: columns and filters
Same as Spare Parts
Buttons and actions
Open the work order
Permission needed
maintenance.view

Reorder Alerts

What it is for
Per product and warehouse: what open jobs still need against free stock
List: columns and filters
Item, Warehouse, Needed, Available, Shortage (largest first)
Buttons and actions
None (raise the RFQ from the work order)
Permission needed
maintenance.view

Maintenance > Costs

Maintenance Costs

What it is for
The single maintenance cost ledger for a date range
List: columns and filters
Total AED and entry count strip; Date, Asset, Category, Source, Description, Vendor, Amount. From / To dates (default 1 Jan to today)
Buttons and actions
Add Cost; click a row to open its work order
Permission needed
maintenance.cost.view

Cost by category

What it is for
The ledger filtered to one category
List: columns and filters
Same as Maintenance Costs
Buttons and actions
Add Cost
Permission needed
maintenance.cost.view

Asset Lifecycle Cost

What it is for
Purchase + maintenance = lifecycle cost per asset (children included)
List: columns and filters
Asset, Purchase, Labor, Parts, Vendor, Downtime, Other (other+travel+tools), Lifecycle Cost
Buttons and actions
Click a row to open the asset
Permission needed
maintenance.cost.view

Maintenance > Reports

Asset Maintenance History

What it is for
Work orders created in the period
List: columns and filters
number, asset, issue, type, status, technician, planned/actual finish, total cost (cost.view). From/To dates
Buttons and actions
Export CSV
Permission needed
maintenance.view

Work Order Summary

What it is for
Count of work orders by status and type
List: columns and filters
status, type, count
Buttons and actions
Export CSV
Permission needed
maintenance.view

Preventive Maintenance report

What it is for
Work orders generated from plans in the period
List: columns and filters
As Asset Maintenance History
Buttons and actions
Export CSV
Permission needed
maintenance.view

Overdue Work Orders

What it is for
Open jobs whose planned finish has passed (ignores the dates)
List: columns and filters
As Asset Maintenance History
Buttons and actions
Export CSV
Permission needed
maintenance.view

Downtime report

What it is for
Downtime periods overlapping the period + KPI strip
List: columns and filters
asset, started_at, ended_at, hours, planned, reason, production impact, cost (cost.view); KPI tiles MTBF, MTTR, Availability, Downtime, Preventive / Schedule Compliance, Emergency Work, Repeat Failure
Buttons and actions
Export CSV
Permission needed
maintenance.view

Failure Analysis

What it is for
Failures counted by failure code and root cause + KPI strip
List: columns and filters
failure, root_cause, count
Buttons and actions
Export CSV
Permission needed
maintenance.view

MTBF

What it is for
Mean time between failures per asset + KPI strip
List: columns and filters
asset, failures, repairs, downtime_hours, mtbf_hours
Buttons and actions
Export CSV
Permission needed
maintenance.view

MTTR

What it is for
Mean time to repair per asset + KPI strip
List: columns and filters
asset, failures, repairs, downtime_hours, mttr_hours
Buttons and actions
Export CSV
Permission needed
maintenance.view

Parts Consumption

What it is for
Quantity and cost of parts issued per product
List: columns and filters
product, quantity, jobs, cost
Buttons and actions
Export CSV
Permission needed
maintenance.cost.view

Maintenance Costs report

What it is for
Cost per asset by category
List: columns and filters
asset, labor, parts, vendor, travel, tools, downtime, other, total
Buttons and actions
Export CSV
Permission needed
maintenance.cost.view

Technician Utilization

What it is for
Hours logged per technician against 8 h per working day
List: columns and filters
name, jobs, hours, capacity, utilization
Buttons and actions
Export CSV
Permission needed
maintenance.view

Vendor Costs

What it is for
Vendor-category costs per vendor
List: columns and filters
vendor, amount
Buttons and actions
Export CSV
Permission needed
maintenance.cost.view

Warranty report

What it is for
All warranties with their state (ignores the dates)
List: columns and filters
asset, provider, coverage, start_date, end_date, state
Buttons and actions
Export CSV
Permission needed
maintenance.view

Calibration report

What it is for
The calibration register (ignores the dates)
List: columns and filters
code, name, last, next, status, certificate
Buttons and actions
Export CSV
Permission needed
maintenance.view

Inspection report

What it is for
Inspections created in the period
List: columns and filters
number, name, asset, scheduled_on, performed_at, status, result
Buttons and actions
Export CSV
Permission needed
maintenance.view

Maintenance > Configuration

Asset Types

What it is for
List used by the asset Type drop-down (15 seeded: Machine, HVAC, Generator ...)
List: columns and filters
Code, Name, Arabic, Active (tick box)
Buttons and actions
Add (Code, Name, Arabic Name); switch Active on/off
Permission needed
maintenance.configure

Asset Categories

What it is for
Asset Category list (8 seeded: Air Conditioner, Chiller, Diesel Generator ...)
List: columns and filters
Code, Name, Arabic, Active
Buttons and actions
Add; Active
Permission needed
maintenance.configure

Maintenance Types

What it is for
The 11 fixed maintenance types (rename / switch off only; no Add)
List: columns and filters
Code, Name, Arabic, Active
Buttons and actions
Active
Permission needed
maintenance.configure

Maintenance Teams

What it is for
Teams of technicians
List: columns and filters
Code, Team, Leader, Technicians (active count), Active
Buttons and actions
New; click a row to edit
Permission needed
maintenance.configure

Technicians

What it is for
Employees who do maintenance work
List: columns and filters
Employee, Maintenance Team, Skills, Certification, Shift, Availability, Hourly Cost (cost.view), Active
Buttons and actions
New; click to edit
Permission needed
maintenance.configure

Work Order Statuses

What it is for
Read-only explanation of the 11 fixed statuses
List: columns and filters
Status, Meaning
Buttons and actions
None
Permission needed
maintenance.configure

Inspection Templates

What it is for
Reusable checklists (4 seeded: Daily, Safety, Pre-Start, Annual)
List: columns and filters
Code, Template, Frequency, Checks
Buttons and actions
New Template; click to edit
Permission needed
maintenance.configure

Failure Codes

What it is for
Failure code list (8 seeded: ELEC, MECH, LEAK ...)
List: columns and filters
Code, Name, Arabic, Active
Buttons and actions
Add; Active
Permission needed
maintenance.configure

Root Cause Codes

What it is for
Root cause list (7 seeded: NO_PM, WEAR ...)
List: columns and filters
Code, Name, Arabic, Active
Buttons and actions
Add; Active
Permission needed
maintenance.configure

Meter Types

What it is for
The 8 fixed meter types with unit (no Add)
List: columns and filters
Code, Name, Arabic, Unit, Active
Buttons and actions
Active
Permission needed
maintenance.configure

Warranty Types

What it is for
Warranty type list (Manufacturer, Extended, Vendor, Service)
List: columns and filters
Code, Name, Arabic, Active
Buttons and actions
Add; Active
Permission needed
maintenance.configure

Calibration Settings

What it is for
Same settings form as Maintenance Settings with a note about per-asset calibration
List: columns and filters
Settings form
Buttons and actions
Save
Permission needed
maintenance.configure

Cost Categories

What it is for
The 7 fixed cost categories (no Add)
List: columns and filters
Code, Name, Arabic, Active
Buttons and actions
Active
Permission needed
maintenance.configure

Alert Rules

What it is for
Condition rules: a meter reading past a threshold raises an alert (and a request)
List: columns and filters
Code, Rule, Asset / Category, Meter, Condition, Action, Active
Buttons and actions
New; click to edit
Permission needed
maintenance.configure

IoT Sensors

What it is for
Sensor codes that adapters post readings with (POST .../maintenance/sensors/ingest)
List: columns and filters
Code, Sensor, Asset, Adapter, External Ref, Active
Buttons and actions
New; click to edit
Permission needed
maintenance.configure

Maintenance Settings

What it is for
Company switches and rates for maintenance
List: columns and filters
Settings form (see Fields)
Buttons and actions
Save
Permission needed
maintenance.configure

Assets > open an asset

Asset 360

What it is for
Everything about one asset: hero figures, ten tabs, quick actions
List: columns and filters
Hero: code, status, name, path, chips; figures Open WOs, Due Soon, Total Downtime, Total Cost YTD (cost.view), Warranty, Last Meter Reading. Tabs: Overview, Work Orders, Maintenance Plans, Inspections, Meter Readings, Parts, Downtime, Costs (cost.view), Documents, History. Rail: image and QR, Key Metrics, Warranty Information, Quick Actions
Buttons and actions
Edit/Save/Discard, Generate QR, Create Work Order, Create Request, Schedule Maintenance, More (Log Meter Reading, Add Meter, Record Downtime, Add Warranty, Create Warranty Claim, Record Calibration, Maintenance Assistant, New Child Asset, Open in Asset Hierarchy), Print Asset Card, change picture, pager
Permission needed
maintenance.view (open); maintenance.edit (edit)

Work Orders > open a work order

Work order record

What it is for
One job on the document shell with stage rail Draft > Approved > Scheduled > In Progress > Completed > Closed
List: columns and filters
Header (collapsible): asset, location, type, priority, criticality, team, technician, planned, actual, estimated vs worked, source, vendor/PO, project, downtime, hold reason. Smart buttons: Asset, Parts, Purchase Orders, Inspections, Downtime, Costs (cost.view), Documents, History. Tabs: Overview, Tasks, Parts, Labor, Inspections, Readings, Costs (cost.view), Documents, History
Buttons and actions
Start, Resume, Pause, Complete, Close, Assign; More: Approve, Schedule, Waiting for Parts, Waiting for Vendor, Create Purchase Order, Failure Analysis, Record Downtime, New Inspection, Log Meter Reading, Add Cost, Reopen, Cancel Work Order; Print; pager
Permission needed
Each action has its own permission (see Security)

Maintenance Requests > open a request

Request record

What it is for
One request with rail New > Review > Approved > Work Order Created > Closed
List: columns and filters
Asset, Priority, Severity, Maintenance Type, Source (+ref), Requested By, Location, Reported, Decided (by, when, note), description, History
Buttons and actions
Review, Approve, Create Work Order, Reject (reason), Close; smart buttons Asset and Work Order
Permission needed
maintenance.request.approve (decide); maintenance.workorder.create (convert)

Preventive Maintenance > open a plan

Plan record

What it is for
One preventive plan
List: columns and filters
Tabs: Overview (trigger, every, lead time, estimated labour, priority, revision, instructions, checklist, default parts), Assets (last done, next due, next meter, open job), Work Orders
Buttons and actions
Generate Due, Generate Next Now (workorder.create), Deactivate / Activate (plan.edit)
Permission needed
maintenance.view

Inspections > open an inspection

Inspection record

What it is for
Answer an inspection checklist
List: columns and filters
#, Check (with min-max unit for measurements), Response, Note, pass/fail mark
Buttons and actions
Save, Complete Inspection (maintenance.edit, while not done); smart buttons Asset and Request
Permission needed
maintenance.view

Administration > Applications

Maintenance app configuration

What it is for
Company feature switches and field rules for Maintenance
List: columns and filters
Features: Requests and work orders (always on), Inspections, Calibration, Warranty and claims, Service contracts and vendor visits, Meters and condition monitoring. Fields: Asset manufacturer, Asset serial number, Request location, Warranty reference, Calibration certificate (each Normal / Hidden / Required)
Buttons and actions
Switch a feature on/off; set a field rule
Permission needed
Company administrator