Machines are the main asset to any manufacturing industry. Hence, keeping them healthy and in good condition at all times is the primary goal of an organization for business continuity. This is done by regularly maintaining the machines for their efficient working and producing better quality products. SFactrix allows you to create and keep track of the maintenance ledger for all the machines digitally so that you don't miss out on the dates for maintenance.

Pre-condition – Plant, Work Center, Assets, Parts, Customers, Work Orders, and Jobs should be created in SFactrix prior to scheduling a maintenance request. You should be an Account Admin, Plant Admin, Asset Admin, or a Work Center Admin to create a maintenance request. Job Operators can only create the 'Fault repair' type of maintenance.

How to create machine maintenance request?

o Login to your SFactrix.ai account by going to https://app.sfactrix.ai.

o From the settings page, under Actions, click on the 'Maintenance Register’ card.

o Click the ‘Add Maintenance’ button on the Maintenance Register page.

o The 'Maintenance' form will appear. Fill the form with proper data as shown below.

o Click the 'Submit' button. You will have successfully scheduled the maintenance.

Please note the details of each parameter required to complete the Maintenance creation.

Field

Description

Choose a Plant

Choose a plant (Plant which has the asset for which maintenance needs to be scheduled) from the drop-down menu.

Choose a work center

Choose the work center from the drop-down list. (Work Center belonging to the above Plant will be listed)

Choose an asset

Choose the asset (for which the maintenance has to be scheduled) from the drop-down menu. (Asset linked to the above Work Center will be listed)

Maintenance Type

Choose one of the following options from the drop-down menu.

On-Demand

Choose this option when you demand maintenance.

Fault Repair

Choose this option when there is some fault in the asset and requires maintenance like oil change/wire damage/belt replacement/switch change, etc. which was unplanned.

Regular

Choose this option to schedule regular or periodic asset maintenance.

Start Date

Select the date from the calendar icon when you want to start the asset maintenance.

Start Time

Select the time (24hr clock format) from the drop-down menu at what time you want to start the asset maintenance.

End Date

Select the date from the calendar icon when you want to end the asset maintenance.

End Time

Select the time (24hr clock format) from the drop-down menu at what time you want to end the asset maintenance.

Maintenance Note

(Optional)

The reason for maintenance or any specific instructions to be given to the repair center regarding asset maintenance, you can enter them here. For e.g., oil change/wire damage/belt replacement/switch change, etc.

Next cycle

Choose the date from the calendar icon to instruct the next maintenance schedule for the asset chosen.

How to edit/update machine maintenance record?

You should be an Account admin, Plant Manager, Work Center Manager, or Asset Manager belonging to the same Plant to edit the maintenance record.

Steps to edit/update maintenance record in SFactrix:

o Use your credentials and Login to your SFactrix.ai account.

o From the settings page, under Actions, click on the ‘Maintenance Register’ card.

o 'Maintenance Register' display page will appear.

o Click the ‘Edit’ icon on the Maintenance you wish to edit/update.

o Make the necessary edits/update to Maintenance specifics.

o Click on ‘Update’ button to save changes.

Understanding the summary of the Maintenance Register:

The four summary cards feature of the Maintenance Register displays the asset maintenance data. This data helps the users to act as per the requirement.

summary of maintenance register

How to delete machine maintenance records?

You should be an Account admin, Plant Manager, Work Center Manager or Asset Manager belonging to the same Plant to delete the Maintenance.

Steps to delete machine maintenance record in SFactrix:

o Login to your SFactrix.ai account.

o Click on the ‘Maintenance Register’ card from the settings page, under Actions.

o 'Maintenance Register' display screen will appear.

o Click on the ‘Edit’ icon on the Maintenance you wish to delete.

o Click the ‘Delete’ button on the 'Edit Job' page to delete the selected Maintenance.

o Click on the ‘Yes’ button when you receive a pop-up stating, ‘Are you sure to delete Maintenance for (Asset Name)’?. This deletes the Maintenance chosen.

How to create on-demand machine maintenance request?

SFactrix allows you to create on-demand asset maintenance even when regular/fault maintenance is not scheduled. Follow the below steps to create an on-demand maintenance request.

o Login to your SFactrix.ai account by going to https://app.sfactrix.ai.

o From the settings page, under Actions, click on the 'Maintenance Register’ card.

o Click the ‘Add Maintenance’ button on the Maintenance Register page.

o The 'Add Maintenance' form will appear. Fill the form with proper data as shown below. Choose 'On Demand' in the 'Maintenance Type' column and click on 'Submit'.

How to close the open maintenance request ?

Once the issue is resolved, you can close the maintenance record. Follow the below steps to close the maintenance request.

  • Use your credentials and log in to your SFactrix.ai account.

  • From the settings page, under Actions, click on the ‘Maintenance Register’ card.

  • 'Maintenance Register' display page will appear.

  • Click the ‘Edit’ icon on the Maintenance you wish to close.

Click on 'Close' to close the maintenance scheduled.

Be mindful to close the scheduled maintenance because once you close the maintenance, you can only view the maintenance log and will not be able to activate/edit it. 'Eye' icon will be displayed for the closed maintenance work as shown below.

What's next?

Once you are done scheduling maintenance, you should also know how to close the scheduled maintenance after resolving the issue.

Click the below link to learn more on 'How to close the maintenance work'.

For any feedback and enquires on the functionalities of the Maintenance Register, write to our support team at [email protected]

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