How to Create a Maintenance Entry (Desktop)

What: A Maintenance Entry is a ledger entry created by a Shop Manager or Mechanic to make note of a service they performed on an asset. This may relate to an existing service, or be a record of a miscellaneous repair made to an asset during downtime or on the fly in the field. 

Maintenance Entries exist within individual Asset Details, not within the Maintenance Feature itself. They are helpful records stored at the asset level which can help with the asset resale in the future. 

Who: Mechanics, Equipment Managers or anyone with the Maintenance Entry permission may add maintenance entries to assets. 

Step 1. Select "Asset" on the left-hand navigation.

Step 2. Find and select the asset needing service by clicking the asset photo or the "eye" icon under actions.

Step 3. From the asset detail page, select "Maintenance" Tab.

Step 4. Select the Maintenance Entries Sub Header. 

This lists the maintenance entries that currently exist for this asset, if any. 

Step 5. Click "Create Entry" button.

• Title your maintenance entry descriptively 
• The asset you are servicing will be pre-populated in the Fleet No./Asset Name field
• Add detailed notes on the fix you performed
• Photos and Attachments are optional but extremely valuable for records 

Step 7. Click "Create Entry" once you've completed the form.

This button will remain grayed out until all required fields are filled out.