Track a task's interventions (Upcoming and History)

Audience

Administrator

Screen

Task record › Upcoming and History tabs

Verified version

App 1.0.0

Goal

See all the interventions of one maintenance task: those still to do and those already finished. It is the fastest way to check that a task is followed year after year.

Audience

Building administrator.

Prerequisites

• The task exists in the logbook (see View the maintenance work list).

Steps

1. Open Maintenance logbook › Maintenance work and click the task. Its record opens.

2. Open the "Upcoming" tab (the number shows how many interventions are open). The "Scheduled interventions" section lists each intervention with:

   • Scheduled date (in red with "Overdue" if it is past);
   • Status;
   • Assigned to;
   • for an administrator, a reminder column: the "Reminder" button appears on an overdue intervention, with the date of the last reminder sent.

   

3. Open the "History" tab: the finished interventions (Compliant, Non-compliant, Cancelled), with an extra Completion date column.

   

4. Click a row, in either tab, to open the intervention's record.

Tips and common errors

• Automatic generation: interventions are created automatically from the task's frequency; they cover the upcoming year and regenerate over time (tooltip next to "Scheduled interventions").
• Display order: Upcoming goes from nearest to furthest; History, from most recent to oldest.
• Reminder greyed out: the tooltip "Assign someone first" means the intervention has nobody to send the reminder to.
• Add an intervention on a specific date: "Add an intervention" button in the Upcoming tab (see Schedule an intervention manually).
• Empty tabs: "No upcoming interventions." or "No interventions in history.".

See also

• Schedule an intervention manually
• Send a reminder to assignees
• View an intervention's details