[NF] - Inspection and maintenance list on the service activity

 

 

The following describes a functionality that is implemented in the system.

 

User Story ID	14349
User Story Name	Inspection and maintenance list on the service activity
Overview	Every service activity on an asset now carries the inspection and maintenance list - the same sheet used on paper, with its sections - where each point is marked OK, NG or N/A and anything marked NG requires an observation. What changes is when it is required, and the service decides: on a maintenance the technician fills the list while working and cannot mark the work as completed, nor close the activity, with points unanswered; on any other service the list is filled before starting the assigned work. Findings stop dying in a conversation - every NG becomes a case, internal when the equipment belongs to the company and in the customer's name when it is theirs, ready to be quoted - and a finding does not stop the job: the technician decides whether to go on, and it is recorded that they knew. The signed sheet is filed in the activity and sent to the customer for electronic signature.
How to Use it	Open the service activity: if the service requires a list, it is already built and marked as an inspection list or a maintenance list. Mark every point OK, NG or N/A - whatever does not apply to that equipment or that job is N/A. Write the observation on every point marked NG; it cannot be left empty. On a maintenance, fill the list while working: the activity cannot be marked as work completed, nor closed, with points unanswered. On any other service, fill the list before starting the assigned work. For a job in a food or beverage plant, complete as well the lubricants and fluids section with its NSF category and the area closure section. Finish the activity: the NG findings become a case - internal for own equipment, in the customer name for theirs - and the signed sheet is filed and sent to signature.