Maintenance requests¶
In order to keep equipment functioning properly, it is often necessary to perform maintenance on it. This can include preventive maintenance, intended to prevent equipment from breaking down, or corrective maintenance, which is used to fix equipment that is broken or otherwise unusable.
In Odoo Maintenance, users can create maintenance requests to schedule and track the progress of equipment maintenance.
Create maintenance request¶
To create a new maintenance request, navigate to , and click New.
Begin filling out the form by entering a descriptive title in the Request field (e.g.,
Drill not working).
The Created By field auto-populates with the user creating the request, but a different user can be selected by clicking on the drop-down menu.
Using the drop-down menu for the Equipment field, select the piece of equipment that requires maintenance. Once a piece of equipment is selected, a greyed-out Category field appears below it, listing the Equipment Category that the equipment belongs to.
The next field is titled Request Date, and is set by default to the date on which the maintenance request is created. This date cannot be changed by the user.
In the Maintenance Type field, select the Corrective option if the request is intended to fix an existing issue, or the Preventive option if the request is intended to prevent issues from occurring in the future.
In the Team field, select the maintenance team that is responsible for managing the request. If a specific team member is responsible, select them in the Responsible field.
The Scheduled Date field is used to specify the date on which maintenance should take place, and the time it should begin. Choose a date by clicking on the field to open a calendar in a pop-up window, and then select a day on the calendar. Enter an hour and minute in the two fields below the calendar, and click Apply to save the date and time.
The Duration field is used to specify the time it takes to complete the maintenance
request. Use the text-entry field to enter the time in a 00:00 format.
Tip
For a Preventive request, ticking the Recurrent checkbox reveals a Repeat Every field, and an end-date option set to Forever by default. Configure how often, and for how long, the request should recur: once the current occurrence is marked as done, Odoo automatically creates the next one on the calculated date.
The Priority field is used to communicate the importance (or urgency) of the maintenance request. Assign the request a priority between zero and three ⭐⭐⭐ (stars), by clicking on the desired star number. Requests assigned a higher priority appear above those with a lower priority, on the Kanban board used to track the progression of maintenance requests.
In the Notes tab at the bottom of the form, enter any relevant details about the maintenance request (why the maintenance issue arose, when it occurred, etc.).
The Instructions tab is used to include instructions for how maintenance should be performed. Select one of the three options, and then include the instructions as detailed below:
PDF: click the Upload your file button to open the device’s file manager, and then select a file to upload.
Google Slide: enter a Google Slide link in the text-entry field that appears after the option is selected.
Text: enter the instructions in the text-entry field that appears after the option is selected.
- menu
- Maintenance ‣ Maintenance ‣ Maintenance Requests ‣ New
- shows
- A maintenance request form filled out for a piece of equipment, with "Request", "Created By", "Equipment", "Category", "Request Date", "Maintenance Type" set to "Corrective", "Team", "Responsible", "Scheduled Date", "Duration", and "Priority" fields.
- module
- maintenance
- notes
- English UI, light theme, 1440px width.
Process maintenance request¶
Once a maintenance request has been created, it appears in the New Request stage of the Maintenance Requests page, which can be accessed by navigating to .
Maintenance requests can be moved to different stages by dragging and dropping them on the Kanban board. They can also be moved by clicking on a request to open it in a new page, and then selecting the desired stage from the stage indicator bar, located above the top-right corner of the request’s form.
A newly-created database typically has four default stages: New Request, In Progress, Repaired, and Scrap.
Successful maintenance requests should be moved to the Repaired stage, indicating that the specified piece of equipment is repaired.
Failed maintenance requests should be moved to the Scrap stage, indicating the specified piece of equipment could not be repaired, and must instead be scrapped.
Tip
While a request is being worked on, its Kanban State (the small circle at the top of the form) can be set to In Progress, Blocked, or Ready for next stage, to communicate the request’s status independently of its stage.
To cancel a request without deleting it, click Cancel, at the top of the request’s form. This archives the request, and replaces the stage indicator bar with a Cancelled tag. Click Reopen Request to unarchive it, and put it back in its original stage.
See also