Maintenance Schedule
Overview
Maintenance Schedule – Business Overview
Maintenance Schedule is a planning and control document in Dafater used to organize, track, and manage recurring maintenance activities for assets such as machinery, equipment, vehicles, or facilities. Its main purpose is to ensure that preventive maintenance happens on time, reducing breakdowns, extending asset life, and controlling maintenance costs.
What Maintenance Schedule Is Used For
In daily business operations, Maintenance Schedule is used to:
- Plan regular maintenance activities (monthly, quarterly, yearly, or based on usage)
- Ensure assets are serviced before problems occur
- Provide visibility into upcoming maintenance tasks
- Support compliance with safety, warranty, and regulatory requirements
- Reduce unexpected downtime and operational disruptions
It acts as a forward-looking plan rather than a record of completed work.
Prerequisites and Setup Requirements
Before using Maintenance Schedule effectively, the business should have:
- Assets or equipment properly registered in Dafater
- Defined maintenance activities (e.g., inspection, servicing, replacement)
- Clear responsibility for who performs or manages maintenance
- Agreed maintenance frequency (time-based or usage-based)
- Standard operating procedures for maintenance work
Having accurate asset information is critical for meaningful scheduling.
Typical Workflow and Business Process Fit
Create Maintenance Schedule
The business defines which asset requires maintenance, what type of maintenance is needed, and how often it should occur.Schedule Future Maintenance
The document automatically outlines upcoming maintenance dates based on the defined frequency.Execution of Maintenance
As scheduled dates approach, maintenance teams use the schedule to plan work, allocate resources, and prepare materials.Follow-up and Monitoring
Completed maintenance activities are tracked against the schedule to ensure nothing is missed.Continuous Improvement
Businesses review schedules to adjust frequency based on asset performance and failure patterns.
This process ensures maintenance is proactive, not reactive.
Key Business Scenarios Where Maintenance Schedule Is Essential
- Manufacturing operations to prevent machine downtime
- Fleet management to keep vehicles roadworthy and compliant
- Facilities management for regular building and utility maintenance
- Service-based businesses maintaining customer-owned equipment
- Asset-intensive organizations where unplanned failure is costly
In these scenarios, Maintenance Schedule helps protect productivity and service quality.
Important Considerations for Users
- Keep maintenance schedules realistic and achievable
- Regularly review and update schedules when assets age or usage changes
- Assign clear responsibility to avoid missed maintenance
- Avoid over-maintenance, which can increase costs unnecessarily
- Use the schedule as a planning tool, not just a checklist
When used consistently, Maintenance Schedule becomes a critical tool for asset reliability, cost control, and operational continuity.
In summary, Maintenance Schedule in Dafater helps businesses plan, control, and optimize preventive maintenance, ensuring assets remain reliable while minimizing risk, cost, and downtime.
Basic Information
- Module: Maintenance
- Document Type: Document
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| naming_series | Series | Select | ✓ | MAT-MSH-.YYYY.- | Auto-generated Dafater reference series for maintenance schedules |
| customer | Customer | Link | Customer | Customer receiving scheduled maintenance services in Dafater | |
| status | Status | Select | ✓ | , Draft, Submitted, Cancelled | Current workflow status of the maintenance schedule |
| transaction_date | Transaction Date | Date | ✓ | - | Date when the maintenance schedule is created |
| items | Items | Table | ✓ | Maintenance Schedule Item | List of items covered under the maintenance schedule |
| generate_schedule | Generate Schedule | Button | - | Generate maintenance visit schedules based on defined items | |
| schedules | Schedules | Table | Maintenance Schedule Detail | Auto-generated maintenance visit details and timelines | |
| customer_name | Customer Name | Data | - | Customer name fetched for display and reference | |
| contact_person | Contact Person | Link | Contact | Primary contact person for maintenance coordination | |
| contact_mobile | Mobile No | Data | Phone | Mobile number of the customer contact person | |
| contact_email | Contact Email | Data | Email address of the customer contact person | ||
| contact_display | Contact | Small Text | - | Formatted contact details for quick viewing | |
| customer_address | Customer Address | Link | Address | Linked customer address for service visits | |
| address_display | Address | Small Text | - | Formatted customer address for reference | |
| territory | Territory | Link | Territory | Sales or service territory of the customer | |
| customer_group | Customer Group | Link | Customer Group | Customer classification for reporting and analysis | |
| company | Company | Link | ✓ | Company | Company responsible for executing the maintenance schedule |
| amended_from | Amended From | Link | Maintenance Schedule | Original maintenance schedule this record was amended from |
Child Tables
Items (Maintenance Schedule Item)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| item_code | Item Code | Link | ✓ | Item | Linked item scheduled for maintenance in Dafater. |
| item_name | Item Name | Data | - | Item name for maintenance reference. | |
| description | Description | Text Editor | - | Detailed maintenance scope or service description. | |
| start_date | Start Date | Date | ✓ | - | Maintenance schedule start date. |
| end_date | End Date | Date | ✓ | - | Maintenance schedule end date. |
| periodicity | Periodicity | Select | , Weekly, Monthly, Quarterly, Half Yearly, Year... | Frequency of maintenance visits. | |
| noofvisits | No of Visits | Int | ✓ | - | Total planned maintenance visits. |
| sales_person | Sales Person | Link | Sales Person | Responsible sales person for this maintenance. | |
| serial_no | Serial No | Small Text | - | Asset serial number under maintenance. | |
| sales_order | Sales Order | Link | Sales Order | Related sales order in Dafater. | |
| serialandbatch_bundle | Serial and Batch Bundle | Link | Serial and Batch Bundle | Linked serial and batch bundle for item. |
Schedules (Maintenance Schedule Detail)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| item_code | Item Code | Link | Item | Linked item requiring scheduled maintenance in Dafater. | |
| item_name | Item Name | Data | - | Item name displayed for quick identification and reporting. | |
| scheduled_date | Scheduled Date | Date | ✓ | - | Planned maintenance date as per agreed service schedule. |
| actual_date | Actual Date | Date | - | Date when maintenance was actually performed. | |
| sales_person | Sales Person | Link | Sales Person | Responsible sales person managing customer maintenance coordination. | |
| completion_status | Completion Status | Select | Pending, Partially Completed, Fully Completed | Current progress status of the maintenance task. | |
| serial_no | Serial No | Small Text | - | Serial numbers of items covered under this maintenance. | |
| item_reference | Item Reference | Link | Maintenance Schedule Item | Reference to related maintenance schedule item in Dafater. |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| Maintenance Manager | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
Related DocTypes
| DocType | Relationship | Module |
|---|---|---|
| Maintenance Visit | Linked from | Maintenance |
| Address | Links to | Contacts |
| Company | Links to | Setup |
| Contact | Links to | Contacts |
| Customer | Links to | Selling |
| Customer Group | Links to | Setup |
| Maintenance Schedule | Links to | Maintenance |
| Territory | Links to | Setup |