Maintenance Hub

The Maintenance Hub is where preventive and unplanned equipment maintenance gets tracked from raised to closed. To Do is every job waiting to be done — a PM plan raises one automatically when it comes due, and unplanned work (like a breakdown) is reported straight into it. Close a job out there and it moves to History.

Overview

• Single Queue for All Work: Both scheduled PM jobs and unplanned breakdowns land in the same To Do list, sorted with the most overdue first.
• Recurring Rules, Not One-Off Tasks: PM Plans are the recurring rule — editing a plan changes future jobs only, never the record of past ones, since each maintenance event takes its own copy of the plan's task checklist.
• Three Ways to Trigger: A PM Plan can come due on a Calendar schedule, Runtime hours, or a Cycle count — whichever matches how the equipment is actually used.
• Spare Parts Visibility: Linking a part to a piece of equipment tracks consumption and triggers low-stock alerts before a critical machine runs out.

Where to Access

• Users (admin / common) can access it via Equipment → Maintenance Hub
• Four tabs on the same page: To Do, History, PM Plans, Spare Parts

Key Attributes

Summary Cards

To Do Tab

Everything outstanding, most overdue first. Click a job to record what was done and close it out.

• Report unplanned work — logs a new job directly into To Do outside of any PM plan, for breakdowns or other unscheduled issues.

History Tab

Work that has been closed out, newest first. Click a row to see what was done, what it used, and what it cost. Once a job in To Do is closed, it lands here with its checklist, parts, and cost.

PM Plans Tab

The recurring rules. When one comes due it raises a work order in To Do; click a row here to change the rule itself.

• New PM Plan — opens the form to create a new recurring maintenance rule.

Spare Parts Tab

Which parts each machine consumes, and whether they're on the shelf.

• Link Spare Part — opens the form to associate a spare part with a piece of equipment.
• Linking is for visibility and low-stock alerts only — stock isn't deducted until a maintenance event listing the part is completed. Lot-, serial-, or bin-tracked parts must be issued through stock adjustment instead, since a maintenance line can't specify which lot or bin to draw from.

Creating a PM Plan

Clicking New PM Plan opens a form with three sections:

Plan

Trigger

Choose one of three trigger types:

For a Calendar trigger, the form confirms exactly when it will fire (e.g., "Triggers every 1 week starting 09/02/2026").

Tasks

The checklist template for this plan. Each maintenance event takes its own copy, which the technician ticks off — editing this list changes future jobs only, never the record of past ones. Use Add task to build out the checklist so technicians know exactly what to do.

Schedule

Linking a Spare Part

Clicking Link Spare Part opens a form with:

Key Functions

Related Features

• Equipment Hub
• Spare Parts & Consumables
• Preventive Maintenance
• Maintenance Events
• Resources & Resource Pools
• Work Centers

For more detailed information on advanced maintenance planning and optimization, please refer to the specific sections in this documentation