================= Maintenance setup ================= .. |MTBF| replace:: :abbr:`MTBF (Mean Time Between Failure)` .. |MTTR| replace:: :abbr:`MTTR (Mean Time To Repair)` Odoo *Maintenance* helps companies schedule corrective and preventive maintenance on equipment used in their warehouse. This helps companies avoid equipment breakdowns, blocks in warehouse work centers, and emergency repair costs. Maintenance teams ================= When creating maintenance requests, a *maintenance team* can be assigned to the request as the team responsible for handling the request. To view existing maintenance teams, navigate to :menuselection:`Maintenance app --> Configuration --> Maintenance Teams`. From the resulting :guilabel:`Teams` page, a list of all existing teams (if any) is displayed, with the :guilabel:`Team Name`, :guilabel:`Team Members`, and :guilabel:`Company` listed in the columns, by default. .. image:: maintenance_setup/maintenance-setup-teams-list.png :align: center :alt: List of Teams on Maintenance Teams page. To add a new team, click :guilabel:`New`. This adds a blank line at the bottom of the list of teams. In the blank field that appears below the :guilabel:`Team Name` column, assign a name to the new maintenance team. In the :guilabel:`Team Members` column, click the field to reveal a drop-down menu with existing users in the database. Choose which users should be members of the new maintenance team. Click :guilabel:`Search More...` to open a :guilabel:`Search: Team Members` pop-up window to search for users **not** shown on the initial drop-down menu. .. image:: maintenance_setup/maintenance-setup-search-team-members.png :align: center :alt: Search: Team Members pop-up window. In the :guilabel:`Company` column, if in a multi-company environment, click the drop-down menu to select the company in the database to which this new maintenance team belongs. Once ready, click :guilabel:`Save` to save changes. .. tip:: The team members assigned to maintenance teams are also referred to as *Technicians*, when viewing the *Maintenance Calendar*. Navigate to :menuselection:`Maintenance app --> Maintenance --> Maintenance Calendar`, and click on an existing maintenance request. From the resulting popover, locate the :guilabel:`Technician` field. The name listed in the field is the team member, and is the user responsible for that particular request. .. image:: maintenance_setup/maintenance-setup-popover-technician.png :align: center :alt: Maintenance request popover with Technician field shown. At the far-right side of the page is a sidebar column, containing a minimized calendar set to today's date, and a :guilabel:`Technician` list, displaying all the technicians (or team members) with requests currently open. Equipment ========= In Odoo *Maintenance*, *equipment* refers to machines and tools used internally in warehouse work centers. Equipment can include technology such as computers or tablets, power tools, machines used for manufacturing, and more. Equipment categories -------------------- Each piece of equipment belongs to an *equipment category*. Before adding new equipment, make sure that a fitting equipment category is created. To create a new equipment category, navigate to :menuselection:`Maintenance app --> Configuration --> Equipment Categories`, and click :guilabel:`New`. Doing so opens a blank equipment category form. .. image:: maintenance_setup/maintenance-setup-category-form.png :align: center :alt: Equipment category form with various information filled out. On the blank form, assign a name in the :guilabel:`Category Name` field. In the :guilabel:`Responsible` field, assign a user to be responsible for the equipment in this category, if necessary. By default, the user who creates the category is selected as :guilabel:`Responsible`, by default. If in a multi-company environment, click the drop-down menu in the :guilabel:`Company` field, and select the company in the database to whom the equipment in this category belongs. In the :guilabel:`Email Alias` field, assign an email alias to this category, if necessary. In the :guilabel:`Comments` field, type any comments or notes for internal users to reference in relation to this category, if necessary. .. note:: Once a new equipment category is created, all equipment belonging to that category, as well as any past or currently open maintenance requests, are available from the equipment category form. Navigate to :menuselection:`Maintenance app --> Configuration --> Equipment Categories`, and select a category to view. Locate the :guilabel:`Equipment` and :guilabel:`Maintenance` smart buttons at the top of the form. .. image:: maintenance_setup/maintenance-setup-smart-buttons.png :align: center :alt: Equipment and Maintenance smart buttons on equipment category form. Click the :guilabel:`Equipment` smart button to view all equipment belonging to this category. Click the :guilabel:`Maintenance` smart button to view any past, or currently open, maintenance requests. Machines & tools ---------------- To add new equipment, navigate to :menuselection:`Maintenance app --> Equipment --> Machines & Tools`, and click :guilabel:`New`. This opens a blank equipment form. In the :guilabel:`Name` field, assign a name for the new equipment. In the :guilabel:`Equipment Category` field, click the drop-down menu and select which category this new equipment should belong to. If in a multi-company environment, click the drop-down menu in the :guilabel:`Company` field, and select the company in the database to whom the new equipment belongs. In the :guilabel:`Used By` field, select from one of three radio button options: :guilabel:`Department`, :guilabel:`Employee`, or :guilabel:`Other`. .. image:: maintenance_setup/maintenance-setup-new-equipment-left-side.png :align: center :alt: Left-hand side of information fields on new equipment form. If :guilabel:`Department` is selected, a :guilabel:`Department` field appears below the :guilabel:`Used By` field. Click the drop-down menu and select the department that uses this equipment. If :guilabel:`Employee` is selected, an :guilabel:`Employee` field appears below the :guilabel:`Used By` field. Click the drop-down menu, and select the employee who uses this equipment. If the :guilabel:`Other` option is selected, both the :guilabel:`Department` and :guilabel:`Employee` fields appear below the :guilabel:`Used By` field. Click the drop-down menus for the respective fields, and choose which department and employee uses this equipment. In the :guilabel:`Maintenance Team` field, select the team responsible for this equipment. In the :guilabel:`Technician` field, select the team member/user responsible for this equipment. .. image:: maintenance_setup/maintenance-setup-new-equipment-right-side.png :align: center :alt: Right-hand side of information fields on new equipment form. In the :guilabel:`Used in location` field, enter the location wherein this equipment will be used, if not in an internal work center (e.g. in an office). In the :guilabel:`Work Center` field, click the drop-down menu, and select which work center this equipment will be used in. In the blank space under the :guilabel:`Description` tab at the bottom of the form, add any relevant information describing the equipment for users to reference. Product Information tab ~~~~~~~~~~~~~~~~~~~~~~~ To add any relevant information while creating a new piece of equipment, from the equipment form, click the :guilabel:`Product Information` tab. .. image:: maintenance_setup/maintenance-setup-product-information.png :align: center :alt: Product Information tab with available fields below it. In the :guilabel:`Vendor` field, add the vendor from which the equipment was purchased. In the :guilabel:`Vendor Reference` field, add the product reference number obtained from the vendor, if applicable. In the :guilabel:`Model` field, specify which model this equipment is, if applicable. If the equipment is serialized, add a serial number in the :guilabel:`Serial Number` field. In the :guilabel:`Effective Date` field, click the date to reveal a calendar popover, and select a date. This date indicates when this equipment was first put in use, and will be used to compute the Mean Time Between Failure (MTBF) in the equipment's :guilabel:`Maintenance` tab. In the :guilabel:`Cost` field, specify how much the equipment cost to acquire, if applicable. If the equipment is covered under a warranty, specify the :guilabel:`Warranty Expiration Date` by selecting a date from the calendar popover in that field. Maintenance tab ~~~~~~~~~~~~~~~ Various maintenance metrics are available for each piece of equipment, and are automatically computed, based on corrective maintenance, and planned preventive maintenance. To view the maintenance metrics for a specific piece of equipment, from the equipment form, click the :guilabel:`Maintenance` tab. .. image:: maintenance_setup/maintenance-setup-metrics.png :align: center :alt: Maintenance tab on equipment form showing computed metrics fields. Doing so reveals the following fields: - :guilabel:`Expected Mean Time Between Failure`: the amount of time (in days) before the next failure is expected. This is the **only** field not greyed-out, and the **only** field users can edit. - :guilabel:`Mean Time Between Failure`: the amount of time (in days) between reported failures. This value is computed based on completed corrective maintenances. - :guilabel:`Estimated Next Failure`: the date on which the next failure is expected. This date is computed as the Latest Failure Date + |MTBF|. - :guilabel:`Latest Failure`: The date of the latest failure. The value in this field updates once a failure is reported for this equipment. - :guilabel:`Mean Time To Repair`: the amount of time (in days) it takes to repair this equipment upon failure. This value updates once a maintenance request is completed for this equipment. Work centers ============ To view the work centers where equipment is being used, and how the equipment is being used in them, navigate to :menuselection:`Maintenance app --> Equipment --> Work Centers`, and click into a work center. From the resulting work center form, click the :guilabel:`Equipment` tab to view all machines and tools being used in that specific work center. Each piece of equipment is listed with certain relevant information: the :guilabel:`Equipment Name`, the responsible :guilabel:`Technician`, the :guilabel:`Equipment Category` it belongs to, and a few important maintenance metrics: its |MTBF|, |MTTR|, and :guilabel:`Est. Next Failure` date. .. image:: maintenance_setup/maintenance-setup-work-center.png :align: center :alt: List of equipment included in a work center. .. tip:: To add new equipment to a work center directly from the work center form, click :guilabel:`Add a line` under the :guilabel:`Equipment` tab. This opens an :guilabel:`Add: Maintenance Equipment` pop-up window. From the pop-up window, select the equipment that should be added to the work center, and click :guilabel:`Select`. .. seealso:: :doc:`add_new_equipment`