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Overview
The intervention module is a central element of a CMMS, it allows the technician to produce detailed reports simply from their smartphone and managers to consult the intervention history quickly.
Intervention card
Intervention card
Interventions list
Interventions list
View the interventions
You can view the interventions by selecting the site concerned then clicking on the intervention button in the menu
Interventions list
Click on the intervention block to open the detailed intervention sheet
Interventions list
Click on the intervention block to open the detailed intervention sheet
Filter interventions
Easily find your interventions by filtering them
Filter interventions
Easily find your interventions by filtering them
View all the interventions from all the sites by clicking on the button Interventions (all)
Create an intervention
To create a new intervention click on the button New intervention
The button New intervention is available from left menu, from intervention list screen and from sites list card.
Then choose whether you want to generate a report from a template (e.g.: preventive, predefined checklist, etc.) or whether you want to start from a blank sheet (e.g.: corrective).
New intervention window
New intervention window
New intervention windows
New intervention windows
Editing an intervention report
Editing an intervention report
To create new models, go to the configuration menu : Interventions models
You will then need to fill in the fields provided:
General information about the intervention
Array
Array
Customer
Select the customer to whom this intervention sheet is addressed.
Maintenance type
Select the maintenance type (list of maintenance types available from the configuration menu).
Intervention date
Indicate the start date of the intervention.
Description
Indicate the general title of the intervention, this title will help you easily find the intervention in the list.
Cause of reparation
Indicate the root cause of the troubleshooting (this box only appears in the context of a troubleshooting intervention)
Contributor
Indicate who the speaker is, this box is pre-filled with the user who created the file