[ADD] Maintenance: Maintenance requests
closes odoo/documentation#8338
X-original-commit: e0e97ea763
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Signed-off-by: John Holton (hojo) <hojo@odoo.com>
@ -17,4 +17,5 @@ requirements.
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.. toctree::
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:titlesonly:
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maintenance/equipment_management
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maintenance/add_new_equipment
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maintenance/maintenance_requests
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@ -1,10 +0,0 @@
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:nosearch:
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====================
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Equipment management
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====================
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.. toctree::
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:titlesonly:
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equipment_management/add_new_equipment
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@ -0,0 +1,106 @@
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====================
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Maintenance requests
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====================
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.. |MO| replace:: :abbr:`MO (Manufacturing Order)`
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In order to keep equipment and work centers functioning properly, it is often necessary to perform
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maintenance on them. This can include preventive maintenance, intended to prevent equipment from
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breaking down, or corrective maintenance, which is used to fix equipment that is broken or otherwise
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unusable.
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In Odoo *Maintenance*, users can create *maintenance requests* to schedule and track the progress of
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equipment and work center maintenance.
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Create maintenance request
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==========================
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To create a new maintenance request, navigate to :menuselection:`Maintenance app --> Maintenance -->
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Maintenance Requests`, and click :guilabel:`New`.
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Begin filling out the form by entering a descriptive title in the :guilabel:`Request` field (e.g.,
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`Drill not working`).
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The :guilabel:`Created By` field auto-populates with the user creating the request, but a different
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user can be selected by clicking on the drop-down menu.
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In the :guilabel:`For` drop-down menu, select :guilabel:`Equipment` if the maintenance request is
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being created for a piece of equipment, or :guilabel:`Work Center` if it is being created for a work
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center.
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Depending on the option selected in the :guilabel:`For` field, the next field is titled either
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:guilabel:`Equipment` or :guilabel:`Work Center`. Using the drop-down menu for either field, select
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a piece of equipment or a work center.
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If the *Custom Maintenance Worksheets* setting is enabled in the *Maintenance* app's settings, a
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:guilabel:`Worksheet Template` field appears below the :guilabel:`Equipment` or :guilabel:`Work
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Center` field. If necessary, use this field to select a worksheet to be filled out by the employee
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performing the maintenance.
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The next field is titled :guilabel:`Request Date`, and is set by default to the date on which the
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maintenance request is created. This date cannot be changed by the user.
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In the :guilabel:`Maintenance Type` field, select the :guilabel:`Corrective` option if the request
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is intended to fix an existing issue, or the :guilabel:`Preventive` option if the request is
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intended to prevent issues from occurring in the future.
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If the request is being created to address an issue that arose during a specific manufacturing order
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(MO), select it in the :guilabel:`Manufacturing Order` field.
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If an |MO| was selected in the :guilabel:`Manufacturing Order` field, a :guilabel:`Work Order` field
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appears below it. If the issue arose during a specific work order, specify it in this field.
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In the :guilabel:`Team` field, select the maintenance team that is responsible for managing the
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request. If a specific team member is responsible, select them in the :guilabel:`Responsible` field.
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The :guilabel:`Scheduled Date` field is used to specify the date on which maintenance should take
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place, and the time it should begin. Choose a date by clicking on the field to open a calendar in a
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pop-up window, and then select a day on the calendar. Enter an hour and minute in the two fields
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below the calendar, and click :guilabel:`Apply` to save the date and time.
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The :guilabel:`Duration` field is used to specify the time it takes to complete the maintenance
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request. Use the text-entry field to enter the time in a `00:00` format.
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If :guilabel:`Work Center` was selected in the :guilabel:`For` field, a :guilabel:`Block Workcenter`
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checkbox appears below the :guilabel:`Duration` field. Enable the checkbox to prevent work orders or
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other maintenance from being scheduled at the specified work center while the maintenance request is
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being processed.
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The :guilabel:`Priority` field is used to communicate the importance (or urgency) of the maintenance
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request. Assign the request a priority between zero and three :guilabel:`⭐⭐⭐ (stars)`, by clicking
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on the desired star number. Requests assigned a higher priority appear above those with a lower
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priority, on the Kanban board used to track the progression of maintenance requests.
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In the :guilabel:`Notes` tab at the bottom of the form, enter any relevant details about the
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maintenance request (why the maintenance issue arose, when it occurred, etc.).
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The :guilabel:`Instructions` tab is used to include instructions for how maintenance should be
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performed. Select one of the three options, and then include the instructions as detailed below:
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- :guilabel:`PDF`: click the :guilabel:`Upload your file` button to open the device's file manager,
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and then select a file to upload.
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- :guilabel:`Google Slide`: enter a :guilabel:`Google Slide link` in the text-entry field that
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appears after the option is selected.
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- :guilabel:`Text`: enter the instructions in the text-entry field that appears after the option is
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selected.
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.. image:: maintenance_requests/request-form.png
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:align: center
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:alt: A maintenance request form filled out for a piece of equipment.
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Process maintenance request
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===========================
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Once a maintenance request has been created, it appears in the *New Request* stage of the
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*Maintenance Requests* page, which can be accessed by navigating to :menuselection:`Maintenance app
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--> Maintenance --> Maintenance Requests`.
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Maintenance requests can be moved to different stages by dragging and dropping them. They can also
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be moved by clicking on a request to open it in a new page, and then selecting the desired stage
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from the stage indicator bar, located above the top-right corner of the request's form.
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Successful maintenance requests should be moved to the :guilabel:`Repaired` stage, indicating that
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the specified piece of equipment or work center is repaired.
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Failed maintenance requests should be moved to the :guilabel:`Scrap` stage, indicating the specified
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piece of equipment, or work center, could not be repaired, and must instead be scrapped.
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