Add a maintenance task to an asset type
Preventive maintenance is planned work done before anything fails, such as a quarterly inspection or a yearly bearing change. In Matrise preventive maintenance, a task is set once on an asset type, such as Centrifugal Pump, and every asset of that type inherits it. Each time the task's inspection is recorded, the next one is booked on its own.
A task belongs to a type, so the asset needs a type first. Without one, the tab shows "Give this asset a type before adding tasks." See Create an asset type.
Add a task
- Open any asset of the type and go to the Maintenance tab.
- Under Tasks on followed by the type name, click Add task.
- In New task, say "What the task is: Quarterly inspection, Bearing change, Pressure vessel inspection." and click Next.
- In How often, enter a number and a unit, for example "3 months" or "12 months". Days, weeks, months and years all work. Leave it blank for a task that does not repeat.
- Click Create.
The task appears under Tasks on the type, with how often it repeats.
Screenshot to comeAn asset's Maintenance tab with Scheduled at the top and Tasks on Centrifugal Pump listing two tasks with their intervals, Add checklist, Schedule and More, and the Add task button.
Next steps
- Schedule the first job for each asset. See Schedule a task on an asset.
- Add a checklist so every inspection follows the same steps. See Build a task checklist.
If a message appears
- Not understood: write a number and a unit, like 3 months.