diff --git a/.vitepress/routes/master.ts b/.vitepress/routes/master.ts index 4c74e36a0..3122a1492 100644 --- a/.vitepress/routes/master.ts +++ b/.vitepress/routes/master.ts @@ -132,6 +132,36 @@ const routes = [ { text: 'Settings', link: '/master/manufacturing/settings' }, ] }, + { + text: 'Maintenance', + collapsed: false, + items: [ + { + text: 'Operations', + collapsed: true, + items: [ + { text: 'Maintenance Requests', link: '/master/maintenance/operations/maintenance-requests' }, + { text: 'Maintenance Calendar', link: '/master/maintenance/operations/calendar' }, + ] + }, + { + text: 'Equipment', + collapsed: true, + items: [ + { text: 'Equipment', link: '/master/maintenance/equipments/equipments' }, + ] + }, + { + text: 'Configurations', + collapsed: true, + items: [ + { text: 'Categories', link: '/master/maintenance/configurations/categories' }, + { text: 'Teams', link: '/master/maintenance/configurations/teams' }, + { text: 'Stages', link: '/master/maintenance/configurations/stages' }, + ] + }, + ] + }, { text: 'Contacts', collapsed: false, diff --git a/src/index.md b/src/index.md index 93151b949..b515059a2 100644 --- a/src/index.md +++ b/src/index.md @@ -48,6 +48,10 @@ features: title: Manufacturing Management details: Plan production, manage BoMs, and track work orders on the shop floor. link: /master/manufacturing/operations/manufacturing-orders.md + - icon: 🔧 + title: Maintenance Management + details: Track equipment, schedule preventive maintenance, and log corrective requests. + link: /master/maintenance/operations/maintenance-requests.md - icon: 🎓 title: Recruitment System details: Simplify recruitment and find the best talent with ease. diff --git a/src/master/maintenance/configurations/categories.md b/src/master/maintenance/configurations/categories.md new file mode 100644 index 000000000..513495575 --- /dev/null +++ b/src/master/maintenance/configurations/categories.md @@ -0,0 +1,65 @@ +# Equipment Categories + +An **Equipment Category** is a label you use to group similar pieces of [Equipment](../equipments/equipments.md) together — for example *Computers*, *Vehicles*, *Office Furniture*, or *Heavy Machinery*. +Each category can have a **default responsible technician**, so every new equipment placed in that category automatically inherits the right person to look after it. + +**Use Case:** +Create a category for every type of asset you maintain. This makes filtering, reporting, and assigning the right technician much faster. + +> **In simple words:** A Category is a *folder* for similar equipment. Put all your laptops in a "Computers" category, all your trucks in a "Vehicles" category, and so on. + +## Steps to Create a New Equipment Category + +1. Navigate to **`Maintenance → Configurations → Categories`** as shown below: + + + +2. Click **New Category** and fill in the following details: + + #### General Information + + - **_Name:_** The name of the category (e.g. `Computers`, `Vehicles`, `Printers`). Must be unique. + - **_Responsible:_** The default technician who looks after every equipment placed in this category. New equipment will pick this person automatically. + - **_Company:_** The company the category belongs to (useful in multi-company setups). + - **_Note:_** A free-text description — anything that helps explain what kind of equipment belongs in this category. + + + +3. **Action Buttons:** + + - **Create** – Save and open the category record. + - **Create & Create Another** – Save and open a blank form for the next category. + - **Cancel** – Discard and return to the list. + +## Category View Page + +After creation, you are redirected to the **Category View Page** which summarizes the general information you saved. + + + +You can also: + +- **Edit:** Modify any saved field. +- **Delete:** Remove the category. *Note:* deleting a category does not delete the equipment inside it — those records simply lose their category. + +## List View — Groups & Actions + +The **Categories** list view shows every category with the following columns: **Name**, **Responsible**, **Company**, and **Created At**. + +You can: + +- **Group by:** Responsible. +- **Search by:** Name. +- **Bulk Actions:** Delete selected categories. + + + +### Summary + +Equipment Categories help you: + +- Group similar [Equipment](../equipments/equipments.md) together for easy filtering and reporting. +- Automatically assign the right default technician to every new equipment. +- Keep your equipment list organized as it grows. + +> **Next step:** After creating categories, set up your [Maintenance Teams](teams.md) and the [Stages](stages.md) used in maintenance requests. diff --git a/src/master/maintenance/configurations/stages.md b/src/master/maintenance/configurations/stages.md new file mode 100644 index 000000000..ec5d8fbf1 --- /dev/null +++ b/src/master/maintenance/configurations/stages.md @@ -0,0 +1,65 @@ +# Stages + +A **Stage** represents a step in the lifecycle of a [Maintenance Request](../operations/maintenance-requests.md) — for example *New Request* → *In Progress* → *Repaired* → *Scrap*. +Stages appear as a progress bar on top of every request so the technician can see exactly where the work is and move it forward with one click. + +**Use Case:** +Customize the stages to match how your maintenance team actually works. You can add, rename, or reorder stages, and mark certain stages as **Done** so the system knows the request is closed. + +> **In simple words:** Stages are the *steps* a maintenance request goes through. The system ships with sensible defaults — change them only if your team uses different names. + +## Default Stages + +When the Maintenance plugin is installed, the following stages are created automatically: + +| Order | Stage Name | Done? | +| ----- | -------------- | ----- | +| 1 | New Request | No | +| 2 | In Progress | No | +| 3 | Repaired | Yes | +| 4 | Scrap | Yes | + +Requests in **Done** stages are treated as closed. For **preventive recurring** requests, moving to a Done stage also triggers the system to automatically create the *next* recurring request. + +## Steps to Create a New Stage + +1. Navigate to **`Maintenance → Configurations → Stages`** as shown below: + + + +2. Click **New Stage** and fill in: + + - **_Name:_** The display name of the stage (e.g. `Waiting for Parts`, `Quality Check`). Must be unique. + - **_Done:_** Toggle **ON** if a request reaching this stage should be considered **closed/complete**. Leave **OFF** for in-progress stages. + + + +3. **Action Buttons:** + + - **Create** – Save the new stage. + - **Cancel** – Discard. + +## List View — Reordering & Actions + +The **Stages** list view shows every stage with the following columns: **Name** and **Done**. + +You can: + +- **Reorder Stages:** Drag-and-drop stages to change the order in which they appear on the request progress bar. +- **Group by:** Done status or Created date. +- **Edit:** Rename a stage or change its Done flag. +- **Delete:** Remove a stage. *Be careful* — deleting a stage that requests are using will fail. + + + +### Summary + +Stages give you: + +- A clear visual workflow for every [Maintenance Request](../operations/maintenance-requests.md). +- Control over what "done" means for your team. +- Automatic generation of the next request when a recurring preventive request is closed. + +> **Tip:** Keep the number of stages small — 3 to 5 stages usually work best. More than that and the progress bar becomes hard to read. + +> **Next step:** With stages, [Teams](teams.md), and [Categories](categories.md) configured, you are ready to start creating [Maintenance Requests](../operations/maintenance-requests.md). diff --git a/src/master/maintenance/configurations/teams.md b/src/master/maintenance/configurations/teams.md new file mode 100644 index 000000000..ee59bdae1 --- /dev/null +++ b/src/master/maintenance/configurations/teams.md @@ -0,0 +1,52 @@ +# Maintenance Teams + +A **Maintenance Team** is a group of users who are collectively responsible for taking care of a set of [Equipment](../equipments/equipments.md) and handling [Maintenance Requests](../operations/maintenance-requests.md). +Examples: *IT Support Team*, *Facility Team*, *Mechanical Team*. + +**Use Case:** +Create one team per maintenance department or area of expertise. When a new request is raised, you simply pick the right team and the work lands in the right hands. + +> **In simple words:** A Team is a *crew* of people who fix things together. Add the right team members and assign the team to your equipment. + +## Steps to Create a New Maintenance Team + +1. Navigate to **`Maintenance → Configurations → Teams`** as shown below: + + + +2. Click **New Team** and fill in the following details: + + - **_Name:_** The name of the team (e.g. `IT Support`, `Facility Maintenance`). Must be unique. + - **_Team Members:_** Select one or more users who are part of this team. You can add as many people as needed. + - **_Company:_** The company the team belongs to (useful in multi-company setups). + + + +3. **Action Buttons:** + + - **Create** – Save the new team. + - **Create & Create Another** – Save and open a blank form for the next team. + - **Cancel** – Discard and return to the list. + +## List View — Columns & Actions + +The **Teams** list view shows every maintenance team with the following columns: **Name**, **Company**, and **Team Members** (shown as badges). + +You can: + +- **Search by:** Name. +- **Edit:** Update the team name, members, or company. +- **Archive / Restore:** Soft-delete a team. Archived teams are hidden from selection lists but kept in the database. You can restore them later. +- **Delete (Permanent):** Force-delete a team if it is not used by any equipment or request. + + + +### Summary + +Maintenance Teams help you: + +- Route each [Maintenance Request](../operations/maintenance-requests.md) to the right group of people. +- Assign a default team to each piece of [Equipment](../equipments/equipments.md). +- Keep accountability clear — every request always has a team responsible. + +> **Next step:** After creating teams, define the workflow [Stages](stages.md) used in maintenance requests. diff --git a/src/master/maintenance/equipments/equipments.md b/src/master/maintenance/equipments/equipments.md new file mode 100644 index 000000000..872d8e63d --- /dev/null +++ b/src/master/maintenance/equipments/equipments.md @@ -0,0 +1,101 @@ +# Equipment + +In the **Maintenance** module, an **Equipment** is any physical asset your company owns and needs to keep in good working condition — for example a *Laptop*, *Printer*, *CNC Machine*, *Forklift*, or *Air Conditioner*. +Each equipment record stores its identity (model, serial number), who owns it, who looks after it, when it was purchased, and how often it is expected to fail. + +**Use Case:** +Create an equipment record for every machine, tool, vehicle, or device you want to track. Once an equipment exists in the system, you can raise [Maintenance Requests](../operations/maintenance-requests.md) against it, assign a technician, and monitor how often it breaks down. + +> **In simple words:** Equipment is the *thing you take care of*. Before you can log a repair or schedule a check-up, the item must exist here. + +## Steps to Create a New Equipment + +1. Navigate to **`Maintenance → Equipment`** as shown below: + + + +2. Fill in the following details: + + #### General Information + + - **_Name:_** The name of the equipment (e.g. `Laptop - Dell Latitude 5420`). This is shown everywhere the equipment is referenced. + - **_Description:_** A free-text note describing the equipment, its purpose, or any extra information that helps identify it. + + + + #### Product Information + + - **_Vendor:_** The supplier or vendor from whom the equipment was purchased. + - **_Vendor Reference:_** The reference number or code given by the vendor (e.g. invoice number, vendor SKU). + - **_Model:_** Model name or number of the equipment (e.g. `Latitude 5420`). + - **_Serial Number:_** Unique serial number printed on the equipment — useful for warranty claims and traceability. + - **_Effective Date:_** The date the equipment was put into use. This is the starting point the system uses to calculate the **Mean Time Between Failures (MTBF)**. + - **_Cost:_** The purchase or acquisition cost of the equipment. + - **_Warranty Expiration Date:_** The date when the vendor warranty ends. Useful for planning replacements or claiming repairs under warranty. + + + + #### Settings + + - **_Equipment Category:_** Choose a [Category](../configurations/categories.md) (e.g. *Computers*, *Vehicles*, *Tools*) to group similar equipment together. Selecting a category auto-fills the default technician for that category. + - **_Maintenance Team:_** The [Team](../configurations/teams.md) responsible for taking care of this equipment. + - **_Company:_** The company that owns this equipment (useful in multi-company setups). + - **_Technician:_** The person primarily responsible for maintaining this equipment. Defaults to the technician set on the chosen category. + - **_Owner:_** The user who owns or uses this equipment day-to-day (e.g. the employee a laptop is assigned to). + - **_Used in Location:_** Free-text field describing where the equipment is physically located (e.g. *Floor 2, Cabin 12*, *Warehouse A*). + + + + #### Maintenance + + - **_Expected Mean Time Between Failure:_** The number of days you expect the equipment to run between two breakdowns. Helps you plan preventive maintenance before the next failure is due. + + + +3. **Action Buttons:** + + - **Create** – Save and open the equipment record. + - **Create & Create Another** – Save and immediately open another blank form. + - **Cancel** – Discard the entry and return to the list view. + +## Equipment View Page + +After creation, you are redirected to the **Equipment View Page**, where you can review every detail. + + + +On this page you can see: + +- **General Information** — name and description. +- **Product Information** — vendor, model, serial number, cost, dates. +- **Settings** — category, team, technician, owner, location. +- **Maintenance** — expected MTBF, total maintenance count, currently open maintenance count, assigned date, and scrap date. + +You can also: + +- **Edit:** Modify any saved field. +- **Delete / Archive:** Remove or archive the equipment. Archived equipment stays in the database but no longer appears in selection lists. + +## List View — Filters, Groups & Actions + +The **Equipment** list view shows every equipment record with the following columns: **Equipment Name**, **Owner**, **Serial Number**, **Technician**, **Equipment Category**, and **Company**. + +You can: + +- **Filter by:** Equipment Category, Maintenance Team, or Technician. +- **Group by:** Technician, Equipment Category, Owner, or Vendor. +- **Search by:** Name or Serial Number. +- **Bulk Actions:** Archive, restore, or permanently delete selected equipment. + + + +### Summary + +The **Equipment** section is the foundation of the Maintenance module. By keeping every asset listed here with the right category, team, and technician, you can: + +- Raise [Maintenance Requests](../operations/maintenance-requests.md) for any breakdown or check-up. +- Track how many times each equipment has been repaired. +- Plan **preventive maintenance** using the expected MTBF. +- Get warranty alerts before the warranty expires. + +> **Next step:** Once your equipment is added, set up the supporting [Categories](../configurations/categories.md), [Teams](../configurations/teams.md), and [Stages](../configurations/stages.md), and then start logging [Maintenance Requests](../operations/maintenance-requests.md). diff --git a/src/master/maintenance/operations/calendar.md b/src/master/maintenance/operations/calendar.md new file mode 100644 index 000000000..a09cf69e2 --- /dev/null +++ b/src/master/maintenance/operations/calendar.md @@ -0,0 +1,89 @@ +# Maintenance Calendar + +The **Maintenance Calendar** is a visual planner that shows every [Maintenance Request](maintenance-requests.md) on a calendar grid based on its **Scheduled Date**. +It helps managers and technicians see the whole maintenance plan at a glance — what is happening **today**, **this week**, **this month**, or **this year** — and quickly create new requests by clicking directly on a date. + +**Use Case:** +Use the calendar when you want to plan workload, balance the team's schedule, or check whether a date already has too many overlapping requests before adding a new one. + +> **In simple words:** The Calendar is a *wall planner* for maintenance work. Every coloured block is a request, and you can click any day to add a new one. + +## Opening the Calendar + +Navigate to **`Maintenance → Maintenance Calendar`** as shown below: + + + +The calendar opens in **Month view** by default and lists every request that has a **Scheduled Date** set. + + + +## Switching Views + +Use the buttons at the top-right of the calendar to switch between views: + +- **Year** – See an overview of every month at once. +- **Month** – Default; one full calendar month. +- **Week** – A detailed week-by-week timeline. +- **List** – A clean weekly list of requests. + +Use the **prev / next** buttons (top-left) to move forward or backward in time, and click **Today** to jump back to the current date. + + + +## Reading the Calendar + +Each request appears as a coloured block on its scheduled date: + +- **Blue** – The request is still in an open stage (e.g. *New Request*, *In Progress*). +- **Green** – The request is in a **Done** stage (e.g. *Repaired*, *Scrap*). + +The block shows the request's **subject**, so you can identify it at a glance. + + + +## Viewing a Request from the Calendar + +Click any coloured block to open a **quick-view popup** containing the most important request details: + +- **Date** and **Time** (with duration if set). +- **Technician** assigned. +- **Priority**. +- **Maintenance Type** (Corrective / Preventive). +- **Stage**. + +From the popup you can also click **Edit** to open the full request form for changes. + + + +## Creating a Request from the Calendar + +There are two quick ways to create a new request without leaving the calendar: + +1. **Click the "New Request" button** at the top of the calendar — opens a small modal where you type the **Subject** and save. + + + +2. **Click directly on a date** in the calendar grid — the same modal opens with the **Scheduled Date** already filled in for that day. + + + +In both cases: + +- The new request is created in the **first stage** (e.g. *New Request*). +- It is automatically of type **Corrective**. +- The **first available team** is assigned by default. +- The current user becomes the **Responsible**. + +> **Important:** The system needs at least one [Stage](../configurations/stages.md) and one [Team](../configurations/teams.md) configured before you can create a request from the calendar. If either is missing, the system shows an error message asking you to set them up first. + +### Summary + +The Maintenance Calendar is the **planning view** of your maintenance work. Use it to: + +- Spot overloaded days at a glance. +- Quickly create new requests on the right day. +- Track progress visually — blue blocks turn green as work is completed. +- Switch between year, month, week, and list views to match the level of detail you need. + +> **Next step:** To dig into the details of any request — assign technicians, add instructions, or attach PDFs — open the [Maintenance Requests](maintenance-requests.md) page. diff --git a/src/master/maintenance/operations/maintenance-requests.md b/src/master/maintenance/operations/maintenance-requests.md new file mode 100644 index 000000000..c36245c90 --- /dev/null +++ b/src/master/maintenance/operations/maintenance-requests.md @@ -0,0 +1,163 @@ +# Maintenance Requests + +A **Maintenance Request** is a work ticket raised whenever a piece of [Equipment](../equipments/equipments.md) needs attention — either because it broke down (**corrective**) or because it is due for a routine check-up (**preventive**). +Each request tells the system **what** is wrong, **which equipment** is affected, **who** will fix it, **when** the work is planned, and **how long** it should take. + +**Use Case:** +Create a maintenance request every time something needs to be repaired, inspected, or replaced. The request travels through your custom [Stages](../configurations/stages.md) — *New Request → In Progress → Repaired* — until the work is complete. + +> **In simple words:** A Maintenance Request is a *job card*. It says *"Fix this laptop"* or *"Service this machine on Monday"*. The system then tracks the job from start to finish. + +## Before You Begin — Setup Checklist + +A Maintenance Request needs a few supporting records to exist first. Complete them in this order: + +| Step | What to set up | Where | Guide | +| ---- | -------------- | ----- | ----- | +| 1 | At least one **Stage** for the workflow | `Maintenance → Configurations → Stages` | [Stages](../configurations/stages.md) | +| 2 | At least one **Maintenance Team** | `Maintenance → Configurations → Teams` | [Teams](../configurations/teams.md) | +| 3 | One or more **Equipment Categories** *(optional but recommended)* | `Maintenance → Configurations → Categories` | [Categories](../configurations/categories.md) | +| 4 | The **Equipment** you want to maintain *(optional — a request can be raised without equipment too)* | `Maintenance → Equipment` | [Equipment](../equipments/equipments.md) | +| 5 | The **Maintenance Request** itself | `Maintenance → Maintenance Requests` | This page | + +> **Note:** A stage and a team **must exist** before you can create any request — the system uses the first stage and any team as defaults. + +## Steps to Create a New Maintenance Request + +1. Navigate to **`Maintenance → Maintenance Requests`** as shown below: + + + +2. Click **New Request** and fill in the following details: + + #### Stage Progress Bar + + At the top of the form you see a progress bar with every [Stage](../configurations/stages.md) you configured. The first stage is selected by default — you can click any stage to move the request through the workflow. + + + + #### Request Section + + - **_Request:_** A short title for the issue (e.g. `Screen not working`, `Quarterly oil change`). This is the main label used everywhere. + - **_Equipment:_** Select the [Equipment](../equipments/equipments.md) that needs maintenance. Once chosen, the system auto-fills the **Category**, **Request Date**, **Team**, **Responsible**, and **Company** based on what is set on the equipment. + - **_Category:_** The category the equipment belongs to (auto-filled from the equipment and read-only). + - **_Request Date:_** The date the issue was reported. Auto-filled from the equipment's effective date or today's date; read-only. + - **_Maintenance Type:_** Choose one: + - **Corrective** – Reactive work: something is broken and needs to be fixed. + - **Preventive** – Proactive work: a scheduled check-up to prevent future failures. + - **_Recurrent:_** *(Visible only when Maintenance Type is Preventive.)* Tick this if the same preventive work must repeat at a regular interval (e.g. every 3 months). + - **_Repeat Every:_** *(Visible when Recurrent is ticked.)* Define the recurrence rule with three fields: + - **Interval** – A number (e.g. `3`). + - **Unit** – `Day`, `Week`, `Month`, or `Year`. + - **Type** – `Forever` (repeat indefinitely) or `Until` (repeat until a specified date). + + + +3. Configure the **tabs** below the request section. + +### Notes Tab + +A free-text **Internal Notes** field where you can describe the problem, list symptoms, or add any context that helps the technician understand the issue. + + + +### Instructions Tab + +Instructions tell the technician exactly **how to perform** the maintenance. Choose one of three formats: + +- **_PDF:_** Upload a PDF document (e.g. a service manual page). +- **_Google Slide:_** Paste a public Google Slides URL. +- **_Text:_** Type free-text step-by-step instructions directly in the form. + +The system shows a **preview** of the selected instructions inside the tab, so the technician can confirm the right material is attached. + + + +### Settings Section (Right-hand Side) + +The Settings panel on the right captures **who** does the work and **when**: + +- **_Team:_** The [Maintenance Team](../configurations/teams.md) responsible for the request. Required. +- **_Responsible:_** The specific user accountable for closing this request. Defaults to the equipment's technician or the current user. +- **_Scheduled Date:_** The date and time when the work is planned to start. Shown on the [Calendar](calendar.md). +- **_Duration:_** Expected length of the work in `HH:MM` format (e.g. `01:30` for one and a half hours). +- **_Priority:_** A number between `0` (low) and `3` (very high). Helps technicians decide what to do first. +- **_Company:_** The company that owns the request. Required. + + + +4. **Action Buttons:** + + - **Create** – Save the request and open its view page. + - **Create & Create Another** – Save and immediately open a blank form for the next request. + - **Cancel** – Discard. + +## Maintenance Request View Page + +After creation, you are redirected to the **Request View Page** which summarizes everything in a read-only layout. + + + +From here you can: + +- **Move Stages:** Click any stage on the progress bar at the top to advance (or roll back) the request — e.g. from *New Request* → *In Progress* → *Repaired*. +- **View Instructions:** See the attached PDF, Google Slide, or text instructions. +- **Edit:** Update any of the saved fields. +- **Archive / Restore:** Soft-delete the request (it stays in the database). Restore later from the list view. +- **Delete (Permanent):** Force-delete a request that is no longer needed. +- **Activities (Chatter):** Log activities, leave comments, and follow the conversation around the request. + +> **Recurring Preventive Requests — what happens behind the scenes:** When you move a *preventive recurring* request to a **Done** stage (e.g. *Repaired*), the system automatically creates the **next** request in the series. The new request keeps the same equipment, team, instructions, and recurrence rule, but its **Scheduled Date** is moved forward by the configured interval (e.g. +3 months). This continues forever (or until the **Until** date you configured). + +## List View — Filters, Groups & Actions + +The **Maintenance Requests** list view shows every request with the following columns: **Subject**, **Created by User**, **Technician**, **Category**, **Stage**, and **Company**. + +You can: + +- **Group by:** Stage, Assigned to, Category, or Created By. +- **Search by:** Subject. +- **Sort by:** Any column. +- **Bulk Actions:** Archive, restore, or permanently delete selected requests. + + + +### Summary + +A Maintenance Request is the **heart** of the Maintenance module — it ties the [Equipment](../equipments/equipments.md), the [Team](../configurations/teams.md), the technician, and the [Stage](../configurations/stages.md) workflow together. +Use **Corrective** requests for unexpected breakdowns and **Preventive** requests (with recurrence) for routine check-ups so your equipment keeps running with minimum downtime. + +## Maintenance Flow — Start to End + +The diagram below shows the typical journey, from setting up the basics to closing a request. Steps **1–4** are one-time setup (do them once, reuse forever). Steps **5–6** are repeated every time you raise a request. + +```text + ┌──────────────────────── ONE-TIME SETUP ────────────────────────┐ + + STEP 1 STEP 2 STEP 3 STEP 4 +┌─────────────┐ ┌──────────────┐ ┌──────────────┐ ┌──────────────┐ +│ Create the │ │ Create the │ │ Create │ │ Create the │ +│ STAGES │ ───▶ │ MAINTENANCE │ ───▶ │ EQUIPMENT │ ───▶ │ EQUIPMENT │ +│ (workflow │ │ TEAMS │ │ CATEGORIES │ │ (the actual │ +│ steps) │ │ (the crews) │ │ *(optional)* │ │ asset) │ +└─────────────┘ └──────────────┘ └──────────────┘ └──────────────┘ + │ + ┌──────────────────────── EVERY REQUEST ─────────────────────────┐ + ▼ + STEP 5 — Raise a Maintenance Request: ┌──────────────┐ + │ Create a │ + Pick equipment ─▶ Choose Corrective or Preventive ─▶ Assign team │ MAINTENANCE │ + │ REQUEST │ + └──────────────┘ + │ + STEP 6 — Move it through the stages: ▼ + + New Request ─▶ In Progress ─▶ Repaired (Done) + │ + └──▶ If preventive + recurring → + system auto-creates the NEXT request +``` + +> **Quick mental model:** *Equipment + Categories + Teams = the "who and what"*, *Stages = the "how the workflow looks"*, and the *Maintenance Request = the "do it now"*. + +> **Next step:** Use the [Maintenance Calendar](calendar.md) to see all scheduled requests in a single month/week/year view.