Confirm equipment identity and save the intervals and dates used to prepare preventive work.
Asset Manager confirms the asset tag, serial number and home location. Maintenance Planner selects that record before preparing the service plan. Resolve similar names against the physical equipment so the plan belongs to the intended asset.
Maintenance Planner records the day-based or hour-based interval used by the equipment's service practice. Review the known last serviced date and intended next due date with the people who maintain the asset.
Maintenance Planner submits the asset, intervals and dates through the plan-capture action. The action checks the entry before saving. Open the saved plan and confirm that its equipment and service dates match the intended work.
Maintenance Planner reviews the saved plan in Scheduled Maintenance and prepares the maintenance ticket needed for the due service. Confirm the asset, Technician and due date before routing the ticket for authorization.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.