CI Maintenance

Assets & Telemetry

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Asset Identity Class Brand Real-time Telemetry Status
Asset Provider & Policy Coverage Expiry Date Status
Asset Last Inspection Valid Until Expiry Status
WO ID & Status Details Asset Context Assignment Timeline
WO ID Details Asset Manager Completed Date Total Cost
Operation Name Category Est. Hours Required Skills Actions

Scheduled Triggers

Edit Org Unit

Add Technician

Add User to Maintenance

Choose which parts of maintenance this user can access.

Add Exception

Vacation and Sick Leave require the Human Resources scope on this company.

Covers 00:00 to 23:59 on the chosen date(s).

Schedule operation

End time is computed automatically from the effort estimate.

Contract Hours

Applying a pattern replaces these users' existing contract hours with the new pattern.

Leave blank to start today.

Leave blank for open-ended.

Inventory & Parts

Part Details Supplier & SKU Brand Compatibility In Stock

Org Units

Asset categories

Categories used to classify assets across the system.

Document categories

Categories applied to documents uploaded against an asset.

Asset groups

Named groupings of assets for reporting and bulk actions.

Create new group

Work order statuses

Status values available on work orders.

Work order priorities

Priority levels available on work orders.

Operation categories

Categories that group entries in the operations library.

Condition scores

Score values used in inspection condition fields.

Maintenance types

Types referenced by preventive maintenance schedules.

Account numbers

Account codes assigned to inventory items for ledger tracking.

Inventory categories

Categories that group parts and materials.

Roles in workforce overview

Users with any of these roles appear on the Workforce Hub overview. Type to pick an existing role or create a new one.

Skills

Skills that can be tagged on workforce members and operations.

Org Unit Types

Types you define here become selectable when creating an Org Unit. Shared with HR (single source of truth).

Asset Financial Breakdown

Total Period Cost $0
Labor Cost $0
Parts Cost $0
Fixed Costs $0
Work Orders 0

Cost Breakdown by Work Order

Work Order Financials

Total Cost $0
Labor Cost $0
Parts Cost $0

Labor Breakdown

Parts Breakdown

Date & UserForm & AssetTime SpentData

Asset Registration

Asset Preview

New Maintenance Trigger

Register New Part Type

Part Preview

Description

Attachments
Asset
Priority
Type
Created
ETA

Operations & Labor

Assignment

Manager

Notes

Tags

Cost Overview

Worklog

Attachments

No images attached.

Edit Work Order

Asset Name

Serial & Model

Category
Brand
Acquisition
First Run Date
Warranty Start
Warranty End
Live Telemetry
Location & Compliance
Location
Insurance
Tech. Inspection

Active Work Orders

Attached Documents

Gallery

Asset Quick Access

QR Code

Quick Actions

Part Image

Available Units
Category
Brand
Supplier
Unit Cost
Minimum Level
Compatible Assets
Equivalent Part
Account Number

Individual Stock Items (FIFO)

Barcode Date Added Expiry Date Location Qty Price Actions

Supplier Directory

Manage your parts and materials suppliers

Supplier Contact Phone Address Actions

Warehouse Directory

Manage storage locations for parts and materials

Warehouse Name Location Actions

Inspection Data

Parts Used

Inspection Form Builder

Select assets to see available telemetry options.

Complete all checks and submit.

Operation

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