Create Maintenance Items

When you need to create or edit a maintenance record on an element on a diagram or in the Project Browser, for any of the four types of item, you can do so using either the Maintenance window in Item mode, or the <item type> Details for <element type> <element name> dialog. The Item Details dialog displays when you select the New option or double-click on an entry on the Maintenance window in List mode.

Whichever type of item you are recording, and whichever dialog you use, you complete effectively the same fields.

Access    Select element | Element | Maintenance    (Alt+4) > <item type tab> > Item mode: New toolbar icon   or
Select element | Element | Maintenance    (Alt+4) > <item type tab> > List mode (:Show/Hide Properties if necessary): New toolbar icon

Create maintenance items

Field/Button

Usage

See also

Name

Type the name or a short description of the defect, change, task or defect.

 

 

Auto

As an alternative to typing in the name, click on this button to insert predefined auto-counter text.

If you already have some text in the Name field, it is over-written by the auto-counter text.

Set Auto Naming and Auto Counters

 

Reported by
Requested
Raised by

 

Click on the drop-down arrow and select the user name of the person who initiated the maintenance item.

 

Date

Defaults to today's date as the date on which the maintenance item was raised; if necessary, change this by clicking on the drop-down arrow and selecting a different date.

 

 

Status

Click on the drop-down arrow and select the appropriate status of the maintenance item, such as New or Complete.

 

 

Resolved by
Implemented by
Completed by

 

Click on the drop-down arrow and select the user name of the person who completed and closed the maintenance item.

 

Date Resolved
Date
Date Completed

 

Defaults to today's date as the date on which the maintenance item was completed; click on the checkbox to select today's date or, if necessary, change the field by clicking on the drop-down arrow and selecting a different date.

 

Priority

Click on the drop-down arrow and select the priority for completing the maintenance item.

 

 

Version

Type the version number associated with this defect, change, issue or task.

 

 

Description

Type a longer description of the maintenance item; you can format the text using the Notes toolbar at the top of the field.

This text is also reflected in the Notes window, but cannot be edited there.

 

Notes Toolbar

History

Enter any notes or references to previous occurrences of this maintenance item; you can format the text using the Notes toolbar at the top of the field.

This text is also reflected in the Notes window, but cannot be edited there.

 

 

New

Click on this button to clear the fields ready to create a new maintenance item.

 

 

OK

Click on this button to save the record data and close the dialog.

 

 

Close

Click on this button to close the dialog without saving the record.

 

 

Apply

Click on this button to save the record without clearing the data fields or closing the dialog.

 

 

Notes

To edit an item, right-click on it on the Maintenance window and select the Modify Selected option; the Item Details dialog displays with the values for the selected item in the fields, and you can change those values
To delete an item, right-click on it on the Maintenance window and click on the Delete icon in the window toolbar; in response to the confirmation prompt, click on the Yes button
A further possibility for editing and deleting items is to right-click on items in the Element Browser and select menu options there; to access an item through the Element Browser, click on the EBIcon icon in the Maintenance window toolbar and click on the required item in the Maintenance folder in the Element Browser window
To change the element for which to create or edit maintenance items, click on the new element in the Project Browser

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