Scheduling & Tracking Repairs

Repair Requests can be created for urgent equipment repairs outside of regular maintenance. To do this, navigate to the Equipment Index, click the action gear next to the equipment, and select Repair Request.

This will open the New Repair Request screen.

• Equipment – This field is automatically filled if the repair request was created from the Equipment Index. If not, select a unit from the dropdown.
• Repair – Enter the name of the repair to be performed. If it does not exist, type the name and click the blue Addbar.
• Due By – Defaults to today’s date, marking the request as overdue. Select a later date if the repair can be completed afterward. Overdue items appear on the equipment list once the date passes.
• Requestor – The person submitting the repair request.
• Repair Type – Categorizes the repair (e.g., body work, electrical) but can be used as needed.
• Priority – Indicates the severity of the repair to help prioritize work.
• Notes – Add any additional details about the repair.
• Add Picture – Upload an image of the damaged item for clarity.

Select Save to save the repair request, or Save & New to save and immediately create another request.

Viewing The Repair Request

Because the due date was set to today, the repair request now appears as due on the Equipment Index.

Open the equipment profile and select the Tasks tab to view the repair request.

Select the repair request name to view its details or make adjustments.

If the repair request was created in error or is no longer needed, select the Delete button at the bottom of the Update Repair Request screen.

Once active, a Work Order can be issued to address and complete the repair.