Asset Maintenance

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Overview

Asset Maintenance – Business Overview

Asset Maintenance is used to plan, track, and manage the upkeep of company-owned assets. It helps organizations ensure that equipment, vehicles, machinery, and other physical assets remain in good working condition, operate safely, and deliver their expected business value throughout their lifecycle.

By using Asset Maintenance, businesses move from reactive repairs to a more structured and preventive approach, reducing downtime, unexpected costs, and operational risks.

What Asset Maintenance Is Used For

In daily operations, Asset Maintenance is used to: - Define regular maintenance plans for assets - Record scheduled and recurring maintenance activities - Ensure assets are serviced on time based on business rules - Maintain a clear history of maintenance activities for audit and review - Support budgeting and cost control related to asset upkeep

It acts as a central reference for how and when assets should be maintained.

Prerequisites and Setup Requirements

Before using Asset Maintenance effectively, the business should ensure: - Assets are already registered and categorized in the system - Maintenance responsibilities (internal teams or external vendors) are clearly defined - Standard maintenance routines or frequencies are agreed upon - Asset ownership and locations are correctly recorded

Having accurate asset information is essential for meaningful maintenance planning.

Typical Workflow and Business Process Fit

A common business workflow for Asset Maintenance includes: 1. Identifying assets that require regular or periodic maintenance 2. Creating an Asset Maintenance record to define maintenance frequency and expectations 3. Reviewing and approving the maintenance plan internally 4. Using the plan as a reference for scheduling actual maintenance activities 5. Monitoring maintenance compliance and asset performance over time

This process integrates smoothly into broader asset management, operations planning, and cost control activities.

Key Business Scenarios Where Asset Maintenance Is Essential

Asset Maintenance is especially important in scenarios such as: - Manufacturing companies maintaining production machinery - Logistics businesses managing fleets of vehicles - Facilities teams maintaining buildings, HVAC systems, or generators - Service organizations ensuring tools and equipment are always operational - Compliance-driven industries that require documented maintenance records

In all these cases, Asset Maintenance helps protect business continuity and safety.

Important Considerations for Users

When using Asset Maintenance, users should keep in mind: - Maintenance plans should be realistic and aligned with actual operational capacity - Regular reviews are necessary to adjust maintenance frequency as assets age - Clear ownership improves accountability and execution - Incomplete or outdated asset information reduces the value of maintenance planning - Asset Maintenance supports decision-making but relies on disciplined follow-up

Used correctly, Asset Maintenance supports long-term asset reliability, cost efficiency, and operational excellence across the organization.

Basic Information

Fields

Field Name Label Type Required Options Description
asset_name Asset Name Link ✓ Asset Asset scheduled for maintenance within Dafater
asset_category Asset Category Read Only - Category of the asset for reporting and analysis
company Company Link ✓ Company Company owning and managing the asset in Dafater
item_code Item Code Read Only - Item code linked to the asset for inventory reference
item_name Item Name Read Only - Item name associated with the asset for identification
maintenance_team Maintenance Team Link ✓ Asset Maintenance Team Team responsible for performing asset maintenance activities
maintenance_manager Maintenance Manager Data - User responsible for overseeing asset maintenance operations
maintenancemanagername Maintenance Manager Name Read Only - Full name of the assigned maintenance manager
assetmaintenancetasks Maintenance Tasks Table ✓ Asset Maintenance Task List of planned and completed maintenance tasks

Child Tables

Maintenance Tasks (Asset Maintenance Task)

Field Name Label Type Required Options Description
maintenance_task Maintenance Task Data ✓ - Defines the specific asset maintenance activity in Dafater.
maintenance_type Maintenance Type Select Preventive Maintenance, Calibration Specifies maintenance category for planning and compliance in Dafater.
maintenance_status Maintenance Status Select ✓ Planned, Overdue, Cancelled Shows current task status for tracking maintenance execution.
start_date Start Date Date ✓ - Date when scheduled maintenance task begins.
periodicity Periodicity Select ✓ , Daily, Weekly, Monthly, Quarterly, Half-yearl... Determines recurring frequency of maintenance activities.
end_date End Date Date - Date when maintenance task validity or schedule ends.
certificate_required Certificate Required Check - Indicates whether completion certificate is mandatory after maintenance.
assign_to Assign To Link User User responsible for executing or overseeing the maintenance task.
assigntoname Assign to Name Read Only - Displays assigned user's full name for reference.
nextduedate Next Due Date Date - Next scheduled date for performing the maintenance task.
lastcompletiondate Last Completion Date Date - Most recent date when maintenance was successfully completed.
description Description Text Editor - Detailed instructions or notes related to the maintenance task.

Permissions

Role Read Write Create Delete Submit Cancel
Quality Manager ✓ ✓ ✓ ✓
Manufacturing User ✓ ✓ ✓ ✓
DocType Relationship Module
Asset Maintenance Log Linked from Assets
Asset Links to Assets
Asset Maintenance Team Links to Assets
Company Links to Setup