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Maintenance Planning & Scheduling

Create a booking, Create a Job Card from Planner, Check Mechanic Utilization or Loading

  • Planned Events

    To add a planned event to an asset, you must ensure you have planned events set up in the configuration part of Assetminder. It is best practice to specify the asset type and sub type for each type of...

  • Create a Workshop Booking

    PROCEDURE 1. Click on the XB planner icon.    2. The XB Planner will open in a new window. Click on Workshop loading.    3. Click anywhere in the available slots  4. A dialogue box will open to create...

  • Create a Job Card on Planner

    PROCEDURE 1.Open the XBPLANNER.   2. Click on Workshop Loading.    3. Select a Date, Time and Bay from the calendar. The New Booking screen will open.   4. Enter the asset reg number and click Save Bo...

  • Create a Planned Event

    PROCEDURE 1.Click on administration.   2. Click on Planner.   3. Click on Maintenance Planner  4. Click Add New.   5. Enter the title, interval and usage. Check any other requirements i.e. Measurement...

  • Add a Planned Event to an Asset

    To add a planned event to an asset, you must ensure you have planned events set up in the configuration part of Assetminder. See Create a planned event.    Note: It is important to ensure your custome...

  • Reschedule a Planned Event

    If an event is missed it can be rescheduled so that the time frame for the next event will be the same.   In this example the 12 Week safety event is due to completed on 5th May. If the event was carr...

  • Add a Planned Event to a Job Card

    PROCEDURE 1.Click on Job Cards    2. Create a New Job Card. 3.Enter the Registration Number and SUBMIT.   4. The Asset Health Check screen will appear. Click on the PLANNED EVENTS.   5. The screen wil...