1.  Introduction

Before use, please review the module Set Up details.

Repair & Maintenance (R&M) module provides:

•Service scheduling by time and/or utilisation

•Programmed service jobs (i.e. time only schedule)  e.g. condition/safety checks

•Recording of jobs completed by external suppliers

•Maintenance Analysis using standard classifications to assist RCM programs

•Internal workshop control including:

•Personnel timesheets

•Downtime reporting

•Job cards via mobile App or printed

•Actual vs flat rates completion times

•Job cards (electronic and hard copy)

•Workshop Planning Calendar

•Automatic allocation of parts and requirements to service jobs

•Invoicing direct from the module

The Service Matrix tab in the Fleet module provides a record of services completed (or missed) and future schedule.

It cannot be changed manually but is updated automatically as jobs are activated/closed and edited and as odometers are entered or regimes updated.

Additional Options Available:

For accurate service scheduling it is vital that jobs are closed when complete and that accurate odometers are recorded.

Closing a job triggers update of the service schedule.

2.  Current and Historical Job Views

To ensure system performance for large fleets with many jobs created over many years, AusFleet provides two views of the jobs list.

View Current or Historical Jobs

Current Jobs View

The default view is Pending, Active and Carried Forward jobs from the last six months and those created for the next six months.

The default can be changed by using the status and date range menus on the tool bar.

Historical Jobs View

To access all jobs, use the "Historical Jobs" tab, which includes all jobs recorded in AusFleet.

When opening, it shows only closed and invoiced jobs but this can be changed using the Status menu.

Status and Date Range Menus

3.  Change Which Columns Are Displayed

Use the "Settings" option on the menu to choose which columns to display.

Settings are per user and are retained for future sessions.

Up to around 12 columns are recommended for best display and performance.

4.  Job Status

Using buttons to change the status of the job

5.  Viewing an Asset's R&M History and Future Schedule

There are various ways to see work carried out on an asset.

5.1 R&M Tab in Fleet Module

Fleet>>Select Item>>Repair & Maintenance Tab

A quick reference of all jobs entered in R&M module for each asset.

Repair & Maintenance Tab in Fleet Module

5.2 Service Matrix Tab in Fleet Module

Fleet>>Select item>>Service Matrix Tab

A concise, non-editable view of services completed and future service forecast based on:

•The asset's service regime

•Utilisation and/or months

•Last service date

•Creep settings

•Scheduling method (time/utilisation/both)

The matrix is updated automatically when:

•New odometer readings are received

•Service jobs are closed

•Regimes or regimes details are changed e.g. service intervals

The information cannot be edited.  To change any details the original transaction must be updated to ensure data integrity.

The matrix does not include Programmed Services.

Service Matrix Tab in Fleet Module

5.3 Job List in R&M Module

For full details of an item's R&M history, in the R&M module:

•Filter the list for the required asset using fleet number, registration, etc.

•Select which Job statuses to include using the "Status" filter E.g. "Include Closed and Invoiced Jobs"

•Click Apply

This will list all jobs for the asset. Use the column filters to drill down further.

Set the Job Statuses to Include

End of Chapter

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