How to add/edit maintenance for equipment (v5.4 and below) - LabCollector

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How to add/edit maintenance for equipment (v5.4 and below)

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LabCollector provides you the option of adding maintenance to any lab equipment. 

 For v6.0 check this KB.

To do so you need to first add maintenance categories and define access to the maintenance, in order to use them during creating maintenance for equipment.

Depending on your maintenance the Lab users/technicians will be able to edit the maintenance.
You have several options to add or edit the maintenance of the equipment:-
1. Adding equipment maintenance category & options
2. Adding maintenance to equipment
3. Editing equipment maintenance
4. Adding maintenance for multiple equipment

1. Adding equipment maintenance category & options

To add categories to Maintenance, go to Admin–.Preferences–>Equipment options–>maintenance categories.

  • To activate an alert, in the General Maintenance Alert Intervals field in Equipment record, fill an interval in months. Intervals such as 1.5, 0.33 or 0.5 months are allowed.
  • You also have to define fields that you would be able to use to create control charts. Once you finish do  “Update & Save”.
  • Define who can add calibrations and maintenance. Modification can be performed until the maintenance is closed.
    You need to give access as to who can add and see calibrations and maintenance. This will define User-level permissions to access equipment maintenance. (Click the link to see more about user access)

2. Adding maintenance to equipment

  • To do this, go to the Equipment module and click on the tab

    – For Versions below 5.25

    – For Versions above 5.25

    1. Select your equipment (Only if you use the general Add maintenance.)
    2. Select your maintenance in the list, or create a new one (automatically adds to the maintenance list)
    3. Select the date of the maintenance (Dates in the future are prohibited. These must be placed in Event Calendar.)
    4. Write a comment, a description, or N/A.
    5. Write maintenance operator name or initials.
    6. To start the reminder, tick the box Activate reminder. In v5.25 and above you can choose the type of alert if the equipment is out of service or if it’s unavailable or needs maintenance.
    Note:  The equipment whose maintenance is pending or is out of service or unavailable cannot be used in tests in LSM add-on. Different types of alerts will be seen in different colors in front of the respective equipment names in the module.

    7. When the maintenance log is finished you can click on save.

Once you have created the maintenance you can even filter your equipment records according to the maintenance by using “maintenance filter”.

3. Editing equipment maintenance

Once you have saved the maintenance.
Go to the record of the equipment you made the maintenance for and click on the maintenance icon shown in the below image.

To edit the maintenance you can click on icon.

Check our KB to see other options in the “Display maintenance” tab.

4. Adding maintenance to multiple equipment

LabCollector allows you to add maintenance together for various equipment.

  • For example, if you have many types of PCR machines you will usually have similar maintenance for them. So instead of adding the maintenance individually, you can add maintenance for all of them together.
  • To do this you need to click on the memorize icon on the equipment records that you want to create maintenance for together.

  • Once the equipments are memorized, click on , you will see the below pop-up where you can create maintenance for all memorized equipments together.

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