[ADD] maintenance: add maintenance calendar doc
closes odoo/documentation#8675
X-original-commit: c5ead11f0e
Signed-off-by: Brandon Seltenrich (brse) <brse@odoo.com>
@ -18,5 +18,6 @@ requirements.
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:titlesonly:
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maintenance/add_new_equipment
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maintenance/maintenance_calendar
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maintenance/maintenance_requests
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maintenance/maintenance_setup
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@ -0,0 +1,380 @@
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====================
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Maintenance calendar
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====================
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.. |MO| replace:: :abbr:`MO (Manufacturing Order)`
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Avoiding equipment breakdowns, and blocks in warehouse work centers, requires constant equipment
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maintenance. Timely corrective maintenance for machines and tools that break unexpectedly, as well
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as preventive maintenance to ensure that such issues are avoided, are key to keeping warehouse
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operations running smoothly.
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In Odoo *Maintenance*, users can access the *Maintenance Calendar* to create, schedule, and edit
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both corrective and preventive maintenance requests, to stay on top of equipment and work centers.
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Create maintenance request
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==========================
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Maintenance requests can be created directly from the *Maintenance Calendar*. To access the
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calendar, navigate to :menuselection:`Maintenance app --> Maintenance --> Maintenance Calendar`.
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To create a new request, click anywhere on the calendar. Doing so opens a :guilabel:`New Event`
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pop-up window. In the :guilabel:`Name:` field, assign a title to the new request.
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.. image:: maintenance_calendar/maintenance-calendar-new-event-popup.png
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:align: center
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:alt: New event creation pop-up window.
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Clicking :guilabel:`Create` on the pop-up window saves the new request with no additional details.
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If the request's creation should be canceled, click :guilabel:`Cancel`.
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To add more details and schedule the request for a specific date and time, click :guilabel:`Edit`.
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Clicking :guilabel:`Edit` opens a blank maintenance request form, where various details about the
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request can be filled out.
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Edit maintenance request
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------------------------
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In the :guilabel:`Request` field, assign a title to the new request. In the :guilabel:`Created By`
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field, from the drop-down menu, select which user the request was created by. By default, this field
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populates with the user actually creating the request.
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.. image:: maintenance_calendar/maintenance-calendar-new-request-form.png
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:align: center
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:alt: New maintenance request form creation.
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In the :guilabel:`For` field, from the drop-down menu, select if this request is being created for a
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piece of :guilabel:`Equipment`, or a :guilabel:`Work Center`.
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.. note::
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If :guilabel:`Work Center` is selected in the :guilabel:`For` field's drop-down menu, two
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additional fields appear on the form: :guilabel:`Work Center` and :guilabel:`Block Workcenter`.
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In the :guilabel:`Work Center` field, select which work center in the warehouse this maintenance
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request applies to.
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If the :guilabel:`Block Workcenter` option's checkbox is ticked, it is not possible to plan work
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orders, or other maintenance requests, in this work center during the time that this request is
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being performed.
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If :guilabel:`Equipment` is selected in the :guilabel:`For` field, which it is by default, select
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which machine or tool requires maintenance from the :guilabel:`Equipment` field. Once a specific
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piece of equipment is selected, a greyed-out :guilabel:`Category` field appears, listing the
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*Equipment Category* to which the equipment belongs.
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In the :guilabel:`Worksheet Template` field, if necessary, click the drop-down menu to select a
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worksheet template. These templates are custom templates that can be filled out by the employee
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performing the maintenance.
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Under the :guilabel:`Category` field, the :guilabel:`Request Date` field displays the date requested
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for the maintenance to happen.
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The :guilabel:`Maintenance Type` field provides two selectable radio button options:
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:guilabel:`Corrective` and :guilabel:`Preventive`.
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:guilabel:`Corrective` maintenance is for requests that arise for immediate needs, such as broken
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equipment, while :guilabel:`Preventive` maintenance is for planned requests, to avoid breakdowns in
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the future.
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If this request is tied to a specific |MO|, select that |MO| from the :guilabel:`Manufacturing
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Order` field.
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From the drop-down menu for the :guilabel:`Team` field, select the desired maintenance team who will
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perform the maintenance. In the :guilabel:`Responsible` field, select the technician responsible for
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the request.
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.. image:: maintenance_calendar/maintenance-calendar-filled-out-form.png
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:align: center
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:alt: Filled-out details of maintenance request form.
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In the :guilabel:`Scheduled Date` field, click the date to open a calendar popover. From this
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popover, select the planned date of the maintenance, and click :guilabel:`Apply` to save the date.
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In the :guilabel:`Duration` field, enter the the amount of hours (in a `00:00` format) that the
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maintenance is planned to take.
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In the :guilabel:`Priority` field, choose a priority between one and three :guilabel:`⭐⭐⭐ (stars)`.
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This indicates the importance of the maintenance request.
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If working in a multi-company environment, from the drop-down menu in the :guilabel:`Company` field,
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select the company to which this maintenance request belongs.
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At the bottom of the form, there are two tabs: :guilabel:`Notes` and :guilabel:`Instructions`.
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In the :guilabel:`Notes` tab, type out any internal notes for the team or technician assigned to the
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request, if necessary.
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In the :guilabel:`Instructions` tab, if necessary, select one of the three radio button options to
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provide maintenance instructions to the assigned team or technician. The available methods for
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providing instructions are via :guilabel:`PDF`, :guilabel:`Google Slide`, or :guilabel:`Text`.
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.. image:: maintenance_calendar/maintenance-calendar-instructions-tab.png
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:align: center
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:alt: Instructions tab options on maintenance request form.
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Calendar elements
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=================
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The *Maintenance Calendar* provides various views, search functions, and filters to help keep track
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of the progress of ongoing and planned maintenance requests.
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The following sections describe elements found across various views of the calendar.
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Filters and Favorites
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---------------------
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To access the maintenance calendar, navigate to :menuselection:`Maintenance app --> Maintenance -->
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Maintenance Calendar`.
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To add and remove filters for sorting data on the *Maintenance Calendar*, click the :guilabel:`🔻
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(triangle pointed down)` icon, to the right of the search bar at the top of the page.
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The left-hand side of the resulting drop-down menu lists all the different :guilabel:`Filters` users
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can select. By default, :guilabel:`To Do` and :guilabel:`Active` are selected, so all open requests
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are displayed.
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.. tip::
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To add a custom filter to the :guilabel:`Maintenance Calendar`, click :guilabel:`Add Custom
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Filter`, under the :guilabel:`Filters` section of the drop-down menu. This opens an
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:guilabel:`Add Custom Filter` pop-up window.
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From this pop-up window, configure the properties of the new rule for the filter. Once ready,
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click :guilabel:`Add`.
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The right-hand side of the drop-down menu lists the :guilabel:`Favorites`, or any searches that have
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been saved as a favorite to be revisited at a later date.
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.. image:: maintenance_calendar/maintenance-calendar-favorites-popover.png
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:align: center
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:alt: Favorites section of filters drop-down menu.
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To save a new :guilabel:`Favorite` search, select the desired :guilabel:`Filters`. Then, click
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:guilabel:`Save current search`. In the field directly below :guilabel:`Save current search`, assign
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a name to the search.
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Under the assigned name, there are two options, to save the current search either as the
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:guilabel:`Default filter`, or as a :guilabel:`Shared` filter.
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Selecting :guilabel:`Default filter` sets this filter as the default when opening this calendar
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view.
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Selecting the :guilabel:`Shared` filter makes this filter available to other users.
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Once ready, click :guilabel:`Save`. When clicked, the new :guilabel:`Favorite` filter appears in the
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:guilabel:`Favorites` column, and a :guilabel:`⭐ (gold star)` icon appears with the filter's name in
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the search bar.
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Views
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-----
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The :guilabel:`Maintenance Calendar` is available in six different views: :guilabel:`Calendar`
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(default), :guilabel:`Kanban`, :guilabel:`List`, :guilabel:`Pivot`, :guilabel:`Graph`, and
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:guilabel:`Activity`.
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.. image:: maintenance_calendar/maintenance-calendar-view-type-icons.png
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:align: center
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:alt: Different view type icons for maintenance calendar.
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Calendar view
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~~~~~~~~~~~~~
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:guilabel:`Calendar` is the default view displayed when the :guilabel:`Maintenance Calendar` is
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opened. There are a number of options in this view type for sorting and grouping information about
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maintenance requests.
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In the top-left corner of the page, there is a drop-down menu set to :guilabel:`Week`, by default.
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Clicking that drop-down menu reveals the different periods of time, in which the calendar can be
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viewed: :guilabel:`Day`, :guilabel:`Month`, and :guilabel:`Year`. There is also an option to
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:guilabel:`Show weekends`, selected by default. If unselected, weekends are not shown on the
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calendar.
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.. image:: maintenance_calendar/maintenance-calendar-period-dropdown.png
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:align: center
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:alt: Calendar period drop-down menu options.
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To the left of this menu, there is a :guilabel:`⬅️ (left arrow)` icon and a :guilabel:`➡️ (right
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arrow)` icon. Clicking these arrows moves the calendar backward or forward in time, respectively.
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To the right of the drop-down menu set to :guilabel:`Week`, by default, is a :guilabel:`Today`
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button. Clicking this button resets the calendar to view today's date, no matter which point in time
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is being viewed before clicking it.
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At the far-right side of the page is a sidebar column, containing a minimized calendar set to
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today's date, and a :guilabel:`Technician` list, displaying all the *Technicians* with requests
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currently open. Click the :guilabel:`(panel)` icon at the top of this sidebar to open or close the
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sidebar.
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.. note::
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The :guilabel:`Technician` list only displays if technicians are assigned to open requests, and
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individual technicians are only listed, if they are listed as :guilabel:`Responsible` on at least
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**one** maintenance request form.
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Kanban view
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~~~~~~~~~~~
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With the :guilabel:`Kanban` view, all open maintenance requests are displayed in Kanban-style
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columns, in their respective stages of the maintenance process.
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Each maintenance request appears on its own task card, and each task card can be dragged-and-dropped
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to a different stage of the Kanban pipeline.
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Each column has a name (i.e. :guilabel:`In Progress`). Hovering at the top of a column reveals a
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:guilabel:`⚙️ (gear)` icon. Clicking the :guilabel:`⚙️ (gear)` icon reveals a list of options for
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that column: :guilabel:`Fold`, :guilabel:`Edit`, :guilabel:`Automations`, and :guilabel:`Delete`.
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.. image:: maintenance_calendar/maintenance-calendar-kanban-column.png
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:align: center
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:alt: Column options for stage in Kanban view.
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Clicking :guilabel:`Fold` folds the column to hide its contents.
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Clicking :guilabel:`Edit` opens an :guilabel:`Edit: (stage name)` pop-up window, with the
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corresponding stage name, wherein the column's details can be edited. The following are the column
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options that can be edited:
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.. image:: maintenance_calendar/maintenance-calendar-edit-stage-popup.png
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:align: center
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:alt: Edit In Progress pop-up window.
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- :guilabel:`Name`: the name of the stage in the Kanban pipeline.
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- :guilabel:`Folded in Maintenance Pipe`: when checked, this stage's column is folded by default in
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the :guilabel:`Kanban` view type.
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- :guilabel:`Request Confirmed`: when this box is not ticked, and the maintenance request type is
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set to *Work Center*, no leave is created for the respective work center when a maintenance
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request is created. If the box *is* ticked, the work center is automatically blocked for the
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listed duration, either at the specified date, or as soon as possible, if the work center is
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unavailable.
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- :guilabel:`Sequence`: the order in the maintenance process, in which this stage appears.
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- :guilabel:`Request Done`: if ticked, this box indicates this stage is the final step of the
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maintenance process. Requests moved to this stage are closed.
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Once ready, click :guilabel:`Save & Close`. If no changes have been made, click :guilabel:`Discard`,
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or click the :guilabel:`X` icon to close the pop-up window.
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List view
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~~~~~~~~~
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With the :guilabel:`List` view selected, all open maintenance requests are displayed in a list, with
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information about each request listed in its respective row.
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The columns of information displayed in this view type are the following:
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- :guilabel:`Subjects`: the name assigned to the maintenance request.
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- :guilabel:`Employee`: the employee who originally created the maintenance request.
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- :guilabel:`Technician`: the technician responsible for the maintenance request.
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- :guilabel:`Category`: the category the equipment being repaired belongs to.
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- :guilabel:`Stage`: the stage of the maintenance process the request is currently in.
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- :guilabel:`Company`: if in a multi-company environment, the company in the database the request is
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assigned to.
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Pivot view
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~~~~~~~~~~
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With the :guilabel:`Pivot` view selected, maintenance requests are displayed in a pivot table, and
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can be customized to show different data metrics.
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To add more data to the pivot table, click the :guilabel:`Measures` button to reveal a drop-down
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menu. By default, :guilabel:`Count` is selected. Additional options to add to the table are
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:guilabel:`Additional Leaves to Plan Ahead`, :guilabel:`Duration`, and :guilabel:`Repeat Every`.
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.. image:: maintenance_calendar/maintenance-calendar-measures-menu.png
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:align: center
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:alt: Measures options on Pivot view page.
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To the right of the :guilabel:`Measures` button is the :guilabel:`Insert in Spreadsheet` button.
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Clicking this button opens a pop-up window titled :guilabel:`Select a spreadsheet to insert your
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pivot.`.
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There are two tabs in this pop-up window: :guilabel:`Spreadsheets` and :guilabel:`Dashboards`. Click
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into one of these tabs, and select a spreadsheet or dashboard in the database to add this pivot
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table to. Once ready, click :guilabel:`Confirm`. If this table shouldn't be added to a spreadsheet
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or dashboard, click :guilabel:`Cancel`, or click the :guilabel:`X` icon to close the pop-up window.
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To the right of the :guilabel:`Insert in Spreadsheet` button are three buttons:
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- :guilabel:`Flip axis`: the x and y axis of the pivot data table flip.
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- :guilabel:`Expand all`: all the available rows and columns of the pivot data table expand fully.
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- :guilabel:`Download xlsx`: the pivot data table is downloaded as an .xlsx file.
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Graph view
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~~~~~~~~~~
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With the graph view selected, the following options appear between the search bar and visual
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representation of the data. These graph-specific options are located to the right of the
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:guilabel:`Measures` and :guilabel:`Insert in Spreadsheet` buttons.
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.. image:: maintenance_calendar/maintenance-calendar-graph-view-icons.png
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:align: center
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:alt: Graph type icons on Graph view page.
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There are three different types of graphs available to users to view the data:
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- :guilabel:`Bar Chart`: the data is displayed in a bar chart.
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- :guilabel:`Line Chart`: the data is displayed in a line chart.
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- :guilabel:`Pie Chart`: the data is displayed in a pie chart.
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When viewing the data as a :guilabel:`Bar Chart` graph, the data can be formatted in the following
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ways:
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- :guilabel:`Stacked`: the data is stacked on the graph.
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- :guilabel:`Descending`: the data is displayed in descending order.
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- :guilabel:`Ascending`: the data is displayed in ascending order.
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When viewing the data as a :guilabel:`Line Chart` graph, the data can be formatted in the following
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ways:
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- :guilabel:`Stacked`: the data is stacked on the graph.
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- :guilabel:`Cumulative`: the data is increasingly accumulated.
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- :guilabel:`Descending`: the data is displayed in descending order.
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- :guilabel:`Ascending`: the data is displayed in ascending order.
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When viewing the data as a :guilabel:`Pie Chart` graph, all relevant data is displayed by default,
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and no additional formatting options are available.
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Activity view
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~~~~~~~~~~~~~
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With the :guilabel:`Activity` view selected, all open maintenance requests are listed in their own
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row, with the ability to schedule activities related to those requests.
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.. image:: maintenance_calendar/maintenance-calendar-activity-view-type.png
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:align: center
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:alt: Maintenance requests on Activity view.
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Maintenance requests are listed in the :guilabel:`Maintenance Request` column as activities.
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Clicking a request opens a :guilabel:`Maintenance Request` popover that indicates the status of the
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request, and the responsible technician. To schedule an activity directly from the popover, click
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:guilabel:`➕ Schedule an activity`. This opens a :guilabel:`Schedule Activity` pop-up window.
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From the pop-up window, choose the :guilabel:`Activity Type`, provide a :guilabel:`Summary`,
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schedule a :guilabel:`Due Date`, and choose the responsible user in the :guilabel:`Assigned to`
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field.
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.. image:: maintenance_calendar/maintenance-calendar-schedule-activity-popover.png
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:align: center
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:alt: Schedule Activity pop-up window.
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Type any additional notes for the new activity in the blank space under the greyed-out
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:guilabel:`Log a note...` field. When clicked, this changes to :guilabel:`Type "/" for commands`.
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Once ready, click :guilabel:`Schedule` to schedule the activity. Alternatively, click
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:guilabel:`Schedule & Mark as Done` to close the activity, click :guilabel:`Done & Schedule Next` to
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close the activity and open a new one, or click :guilabel:`Cancel` to cancel the activity.
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With the :guilabel:`Activity` view selected, each activity type available when scheduling an
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activity is listed as its own column. These columns are :guilabel:`Email`, :guilabel:`Call`,
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:guilabel:`Meeting`, :guilabel:`Maintenance Request`, :guilabel:`To-Do`, :guilabel:`Upload
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Document`, :guilabel:`Request Signature`, and :guilabel:`Grant Approval`.
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To schedule an activity with that specific activity type, click into any blank box on the
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corresponding row for the desired maintenance request, and click the :guilabel:`➕ (plus)` icon. This
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opens an :guilabel:`Odoo` pop-up window, wherein the activity can be scheduled.
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.. image:: maintenance_calendar/maintenance-calendar-odoo-activity-popup.png
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:align: center
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:alt: Odoo pop-up schedule activity window.
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.. seealso::
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- :doc:`maintenance_requests`
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- :doc:`add_new_equipment`
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