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Gerenciamento de Manutenção de Ativos

Quando os ativos precisam de reparo, serviço ou manutenção preventiva, o recurso Asset Maintenance ajuda a gerenciar todo o ciclo de vida da manutenção, desde o envio dos ativos aos provedores de serviço até a conclusão e retirada.

1. Acessar Recurso de Manutenção​

Pela Seção Assets: Navegue até a seção Assets e clique no ativo específico que precisa de manutenção. Procure opções de manutenção na página de detalhes do ativo.

Pela Seção Asset Maintenance: Vá diretamente para Asset Maintenance para visualizar todos os registros de manutenção ou criar novas solicitações de manutenção.

2. Criar Nova Solicitação de Manutenção​

Clique no botão New Maintenance para começar a documentar a solicitação de manutenção. Isso abre um formulário abrangente para capturar todos os detalhes do serviço.

3. Fill in Maintenance Details​

Required Information​

  • Maintenance Code: System automatically creates a unique code (MNT-00000001) for tracking purposes
  • Asset: Select which asset needs maintenance service
  • Quantity: Enter the exact number of units being sent for maintenance
  • Maintenance Start Date: Set when the maintenance service begins
  • Maintenance Cost: Enter the expected or quoted cost for the service

Service Information​

  • Expected Completion Date: When you expect the maintenance to be finished
  • Service Provider: Name of the company or person performing the maintenance
  • Maintenance Type: Choose from:
    • Preventive: Scheduled maintenance to prevent issues
    • Corrective: Repairs to fix existing problems
    • Emergency: Urgent repairs for critical failures

Additional Details​

  • Reason: Why the asset needs maintenance (e.g., "Regular service", "Equipment malfunction", "Safety inspection")
  • Description: Detailed information about the work to be performed, specific issues, or service requirements

Reference Information​

  • Remaining Quantity: Shows current available/total quantity to understand inventory impact

4. Save the Maintenance Request​

Click Save to complete the maintenance request. The system will:

  • Generate a unique maintenance code for tracking
  • Update the asset's status history to "maintenance"
  • Send notification to the asset owner/company
  • Create a permanent maintenance record
  • Link the request to the asset for complete tracking

5. Maintenance Lifecycle Management​

Active Maintenance Tracking​

Status Monitoring

  • Pending: Maintenance is scheduled or in progress
  • Retrieved: Asset has been returned from maintenance

Automatic Follow-ups

  • System automatically sends follow-up notifications for overdue maintenance
  • Follow-ups triggered when expected completion date passes
  • Notifications sent to asset company/owner for action

Maintenance Retrieval Process​

When Assets Are Ready:

  1. Navigate to the asset's detail page
  2. Go to the Maintenance tab
  3. Find the active maintenance record
  4. Click Retrieve Asset action
  5. Asset status updates to "retrieved"
  6. Available quantity is restored to inventory
  7. Maintenance completion is recorded in asset history

6. What Happens During Maintenance​

Notifications System​

Initial Notification

  • Asset owner/company receives notification when asset sent to maintenance
  • Includes maintenance details and expected completion

Follow-up Notifications

  • Automatic reminders sent after expected completion date
  • Helps ensure timely retrieval of serviced assets
  • Prevents assets from being forgotten at service providers

Key Features​

Comprehensive Tracking​

  • Unique maintenance codes for each service request (MNT-00000001, MNT-00000002, etc.)
  • Complete cost tracking for budgeting and reporting
  • Service provider records for vendor management
  • Maintenance type categorization for analysis

Automated Management​

  • Inventory updates automatically when assets sent/retrieved
  • Status history tracking for complete audit trail
  • Notification system for proactive follow-up
  • Integration with asset lifecycle management

Viewing Maintenance Records​

FieldDescription
Maintenance CodeUnique identifier for each service
AssetWhich asset is being serviced
QuantityHow many units are in maintenance
Start DateWhen maintenance began
CostService cost for budgeting

Best Practices​

Planning Maintenance​

  • Schedule preventive maintenance during low-usage periods
  • Get quotes before entering maintenance costs
  • Confirm service provider availability and timeline
  • Document specific issues clearly in descriptions

Information to Include​

  • Detailed problem description for corrective maintenance
  • Service requirements and specifications
  • Warranty information if applicable
  • Special handling instructions for delicate equipment
  • Contact information for coordination

Follow-up Actions​

  • Monitor expected completion dates regularly
  • Contact service providers for status updates
  • Retrieve assets promptly when maintenance completes
  • Review maintenance costs against budgets
  • Update maintenance schedules based on service results
Important Reminders
  • Each maintenance request gets a permanent, unique tracking code
  • Assets in maintenance are unavailable for allocation
  • Automatic notifications require proper company/user setup
  • Maintenance records cannot be easily deleted to maintain audit trail
  • Retrieved assets automatically restore inventory availability