Maintenance History

All jobs signed out are added to the maintenance history. The Maintenance history can be found in many areas of TM Master V2, as mentioned in the previous chapters. A history tab can be found on each individual component details form which lists maintenance history e for that particular component. A similar history list can be found on the “Job” details form but this is a list of history records that only apply to the current job. Finally we have a complete history list listing all history records. The full history list can be open by clicking [Maintenance] à[History].

The History module. 

The history module consists of one single grid view, where all history records can be reviewed. By default only the 100 last records are listed. A “time scope” selector can be found on the right hand side in the top menu. The following selections are available in this selector.

• Last 100 posts (default)
• Last 30 days
• Last 6 months
• Last 12 months
• This year
• Last Year
• All

Some of these scopes can consist of several thousand records and retrieving all this information from the database may take some time, so you may need to wait awhile for all the records to appear. Using the Gird tools (Search, order, filter and group) you should be able to locate the history records you are looking for fairly easy.   

How to edit history records? 

It is possible to edit and the history records within 30 days after the sign out date. After the 30 days the record is locked down, and any changes required must be entered as “service reports” where you refer to the locked records. Users also need special user rights to edit history records. To edit a history record, do the following:

1. Click [Maintenance] à [History]
2. Double click the record you wish to edit.
3. The job is now opened in the “Sign out job” form, and you can make your changes to any of the required fields.
4. When done click [Save & Close]

How to cancel a history record? 

There are a lot of similar jobs on similar components in the due list, and once in a while mistakes are made and the wrong jobs are signed out, due to human error.  As long as this is discovered within the 30 days after the sign out date, a history record can be cancelled. When cancelling a history record, the job is put back in the due list, with its original due date.  To cancel a history record, do the following:

1. Click [Maintenance] à [History]
2. Double click the record you wish to cancel.

The job is now opened in the “Sign out job” form.

1. Click the [Cancel job done] button found in the top menu.
2. Enter the reason for cancelling the job, and click [OK]

The job is now re-entered to the due list with its original due date. The history record will still remain in the history, but record has now marked with a “strikethrough” line, and the reason given for the cancelation can be found in the top of the “job report” field.