Maintenance requests¶
In order to keep equipment and work centers functioning properly, it is often necessary to perform maintenance on them. This can include preventive maintenance, intended to prevent equipment from breaking down, or corrective maintenance, which is used to fix equipment that is broken or otherwise unusable.
In Odoo Maintenance, users can create maintenance requests to schedule and track the progress of equipment and work center maintenance.
Maintenance access rights¶
To create a maintenance request for equipment, a user has to have access to the equipment they are submitting the request for. This can be done in one of two ways:
If a user is granted Equipment Manager level access rights for the Maintenance app, they have access to all of the equipment in the app. To view or edit the access rights for a user, navigate to and click a user's profile to open it. On the Access Rights tab, scroll to the Supply Chain section, and in the Maintenance field, select Equipment Manager from the drop-down menu.
If a user does not require full access to all equipment, they can be assigned as a Follower to one or more pieces of equipment. This allows them to create maintenance requests for that piece of equipment, without altering access rights. To add a user as a follower, navigate to , and click on a piece of equipment to open it. In the chatter for the record, click on the (user) icon to open the list of followers. Click Add Followers. On the Add followers to this document pop-up, select the appropriate user from the Followers drop-down. To send a message alerting users that they have been added as a follower, slide the Notify Recipients toggle to active. When finished, click Add Followers.
Create maintenance request¶
To create a new maintenance request, navigate to , and click New.
Begin filling out the form by entering a descriptive title in the Request field (e.g.,
Drill not working).
The Created By field auto-populates with the user creating the request, but a different user can be selected by clicking on the drop-down menu.
In the For drop-down menu, select Equipment if the maintenance request is being created for a piece of equipment, or Work Center if it is being created for a work center.
Depending on the option selected in the For field, the next field is titled either Equipment or Work Center. Using the drop-down menu for either field, select a piece of equipment or a work center.
If the Custom Maintenance Worksheets setting is enabled in the Maintenance app's settings, a Worksheet Template field appears below the Equipment or Work Center field. If necessary, use this field to select a worksheet to be filled out by the employee performing the maintenance.
The next field is titled Request Date, and is set by default to the date on which the maintenance request is created. This date cannot be changed by the user.
In the Maintenance Type field, select the Corrective option if the request is intended to fix an existing issue, or the Preventive option if the request is intended to prevent issues from occurring in the future.
If the request is being created to address an issue that arose during a specific manufacturing order (MO), select it in the Manufacturing Order field.
If an MO was selected in the Manufacturing Order field, a Work Order field appears below it. If the issue arose during a specific work order, specify it in this field.
In the Team field, select the maintenance team that is responsible for managing the request. If a specific team member is responsible, select them in the Responsible field.
The Scheduled Date field is used to specify the date on which maintenance should take place, and the time it should begin. Choose a date by clicking on the field to open a calendar in a pop-up window, and then select a day on the calendar. Enter an hour and minute in the two fields below the calendar, and click Apply to save the date and time.
The Duration field is used to specify the time it takes to complete the maintenance
request. Use the text-entry field to enter the time in a 00:00 format.
If Work Center was selected in the For field, a Block Workcenter checkbox appears below the Duration field. Enable the checkbox to prevent work orders or other maintenance from being scheduled at the specified work center while the maintenance request is being processed.
The Priority field is used to communicate the importance (or urgency) of the maintenance request. Assign the request a priority between zero and three (star) icons, by clicking on the desired star number. Requests assigned a higher priority appear above those with a lower priority, on the Kanban board used to track the progression of maintenance requests.
In the Notes tab at the bottom of the form, enter any relevant details about the maintenance request (why the maintenance issue arose, when it occurred, etc.).
The Instructions tab is used to include instructions for how maintenance should be performed. Select one of the three options, and then include the instructions as detailed below:
PDF: click the Upload your file button to open the device's file manager, and then select a file to upload.
Google Slide: enter a Google Slide link in the text-entry field that appears after the option is selected.
Text: enter the instructions in the text-entry field that appears after the option is selected.
Process maintenance request¶
Once a maintenance request has been created, it appears in the New Request stage of the Maintenance Requests page, which can be accessed by navigating to .
Maintenance requests can be moved to different stages by dragging and dropping them. They can also be moved by clicking on a request to open it in a new page, and then selecting the desired stage from the stage indicator bar, located above the top-right corner of the request's form.
Successful maintenance requests should be moved to the Repaired stage, indicating that the specified piece of equipment or work center is repaired.
Failed maintenance requests should be moved to the Scrap stage, indicating the specified piece of equipment, or work center, could not be repaired, and must instead be scrapped.