Advanced Maintenance setup consists of the following steps:

1.        Set up Site Locations (V/M Setup » V/M Sites » Site Profile » Callout tab)

2.        Assign Contacts to Locations as applicable (V/M Setup » V/M Sites » Site Contacts » Profile tab)

3.        Assign Equipment to Locations as applicable (V/M Setup » V/M Equipment » Equipment » Processing tab)

4.        Set up Maintenance Class Types Period Groups and Task Disciplines (V/M Setup » V/M General » Class Types)

5.        Set up Maintenance Calendars (V/M Maintenance » Maintenance Calendar (only set up once when configuring the system)

6.        Set up Tasks (V/M Setup » V/M General » Tasks » Site Related and Model/Equipment Related)

7.        Set up Task Statuses (V/M Setup » V/M General » Options » Descriptions tab)

8.        Maintenance Setup (V/M Maintenance » Maintenance Setup » Site & Equipment and Models)

9.        Set up Worksheet Grouping Rules (V/M Maintenance » Worksheet Setup)