Monitor planned maintenance

Learn how to monitor planned maintenance service requests in Activity view.

You can monitor planned maintenance service requests in the Activity view.

To monitor planned maintenance SRs:

  1. On the Home page, click the Upcoming planned maintenance tile.

    OR

    On the menu bar click Activity and then Service Request, and then select Upcoming planned maintenance from the Other views list.

    Consult the Activity view data dictionary for details of the default column filters applied to the selected view.

  2. In the grid, locate or search for the SR you want to view using values in the desired columns, for example:
  3. Sort column data in ascending or descending order according to your preference:
    • Due
    • SR status
    • SR type
  4. Filter column data for SR attributes in addition to the default column filters for the selected view to further narrow the data, for example:
    • SR type
    • SR status
    • Due

    If no results are returned, clear the filters specified above.

    Tip: You can download the returned Planned Maintenance list or save a custom view of it (for example, Planned SRs scheduled within the next 30 days).
  5. Display the Details panel for the desired SR as described in topic Inspect record details in a view and click the desired tab to view the following details:
    • Service request tab
    • Task tab
      • Action
      • No tasks available
      • Time debrief
    • Part tab
      • Description
      • No parts
      • Quantity
      • Reference
      • Task ID
    • Document tab
      • List of GE service documents available for this equipment
      • No documents available

    For details of the information in this panel, see topic Consult the Activity view data dictionary and Download GE service documents associated with equipment.

    Tip:

    You may need to click the gray chevron (˃) next to a heading to expand a section in a tab. Click the chevron (˅) again to collapse the section.

    The Details panel is available in both these SR views and the Task views.

  6. If desired, Download view data for audit to provide a printout of the data from this view.