Permissions
Always remember to ensure the correct people have the appropriate permissions to access your company and project materials. This can be done per individual or by applying Permission Templates.
In order to edit Equipment and its maintenance, as well as add logs, users will need Edit permissions for Equipment
Manage the maintenance of your equipment with the Maintenance tab. It allows you to keep track of and manage all the maintenance records of your equipment.
Maintenance
Within the Maintenance section, you can easily locate the Service Record or Record name.
The Equipment name will be displayed in the designated Name column.
Additionally, important details like the record's Expiry Date, Expires/Next Service In (to let you know how many days you have before the Record Expires or the next service is), Reminder, Status, and the name of the User who created the record will be available in the columns.
Filter
You can also filter maintenance records by their status: Active, Expired, Open, Completed, Archived, and Unarchived.
Edit
Reminders
Within the edit window, you can re-set reminders for yourself and others when a record is due to expire, or a piece of equipment is due for a service.
Edit the issuing date of the last service record
Edit the Expiry Date of the last service record
Edit the date you wish to be reminded for when the next service date is due
Edit your reminder recipients
Archive
If an equipment record has expired, you can archive it so it will no longer show up in your view page, unless you choose to filter your records by "Archived"
To archive, select the record you wish to edit and select the "Archive" option. Hit the "Save" button, and the record has been archived.
Renew
If an equipment record has expired, and the new record will contain all the same information other than the expiry date, you can select the renew option. This will copy all the information from the expired record and allow you to set the new expiry date.
To renew, select the record and select the "Renew" button at the bottom of the page. hit "Save" and your new record will be set.
Bulk Edit
Make changes to multiple records at a time with our bulk edit option.
In the main view page, select the records you wish to edit, and from the Actions dropdown, select "Bulk Edit"
2. A new screen will pop up and you will be able to make edits to the following
Issuing Body
Issued/Service Date
Expiry/Estimated Next Service Date
3. Click "Save" and your edited records will be saved within the system (Please note, these edits will affect all records selected, so be sure you are editing the correct items)
Bulk Archive
If you have several records that have expired or are no longer necessary, you can choose to archive them all at once.
Select the records you wish to archive, and select "Archive" from the Actions dropdown menu. All selected records will now be archived.
Leveraging the SiteMax Maintenance feature empowers your team to efficiently handle equipment and ensure compliance.