Maintenance Calendar View

Modified on Tue, 18 Nov at 11:09 AM

Maintenance Calendar View

Overview

The Maintenance Calendar provides a visual timeline of all scheduled, completed, and overdue maintenance events across your fleet. This calendar view helps maintenance managers plan resources, schedule technicians, and ensure no maintenance windows are missed.

Accessing the Calendar

  1. Navigate to Maintenance in the main menu
  2. Click Calendar or Schedule View
  3. Default view shows current month with all maintenance events

Calendar Features

Event Types Displayed

Event Type Color Code Description
Upcoming Maintenance Green Maintenance scheduled but not yet due
Due Soon Yellow Maintenance due within next 7 days or 10% of interval
Overdue Red Maintenance past due date or threshold
Completed Blue Maintenance completed (shown on completion date)

Calendar Views

Month View: Shows all events across 30-day period, best for high-level planning

Week View: Detailed view of single week, ideal for day-to-day scheduling

Day View: Hour-by-hour breakdown, useful for coordinating multiple technicians

List View: Traditional list format sorted by date, includes additional details

Filtering Options

  • By Site: Show only maintenance for specific locations
  • By Asset Type: Filter to specific equipment categories (trucks, generators, etc.)
  • By Maintenance Type: Show only time-based, runtime-based, or distance-based maintenance
  • By Status: Upcoming only, overdue only, completed only, or all
  • By Technician: If technicians assigned, filter by responsible person

How Events Appear on Calendar

Projected Due Dates

For runtime and distance-based maintenance, ARMOR calculates projected due dates based on recent usage patterns:

Example: Runtime-Based Maintenance

  • Rule: Oil change every 250 hours
  • Current hours: 180
  • Average usage: 8 hours/day
  • Projected due date: (250 - 180) ÷ 8 = 8.75 days from today
  • Calendar shows: Event 9 days from now (rounded up)

Projected dates update daily as equipment usage patterns change.

Time-Based Maintenance

Fixed calendar dates based on last completion plus interval:

Example: Time-Based Maintenance

  • Rule: Annual inspection
  • Last completed: January 15, 2025
  • Interval: 365 days
  • Due date: January 15, 2026
  • Calendar shows: Event on January 15, 2026 (exact date)

Event Details

Click any calendar event to see:

  • Asset name and ID
  • Maintenance rule description
  • Current counter value (hours, miles, days)
  • Threshold value
  • Percentage complete (e.g., "180 of 250 hours = 72%")
  • Estimated due date (for runtime/distance) or exact due date (for time-based)
  • Notes or task list associated with maintenance
  • Quick actions: Mark complete, snooze, view asset details

Using the Calendar for Planning

Weekly Scheduling Workflow

  1. Monday Morning: Review week view in calendar
  2. Identify clusters: Look for multiple maintenance events at same site or same day
  3. Assign technicians: Allocate resources based on workload
  4. Coordinate with operations: Ensure equipment downtime is acceptable
  5. Generate work orders: Create work orders for each maintenance event
  6. Track completion: Mark events complete as work orders close

Monthly Planning Workflow

  1. Switch to month view: See full 30-day horizon
  2. Identify heavy days: Days with many scheduled maintenance events
  3. Balance workload: If possible, adjust schedules to spread work evenly
  4. Plan parts ordering: Order parts needed for upcoming maintenance
  5. Schedule preventive bundles: Combine multiple maintenance tasks on same asset when feasible

Optimization Tips

  • Group by site: Schedule all maintenance for one location on same day to minimize travel
  • Bundle related tasks: If oil change and filter replacement both due within a week, do them together
  • Coordinate with operations: Schedule downtime during low-demand periods
  • Consider lead times: If parts needed, schedule maintenance after parts arrival
  • Build in buffer: Don't schedule maintenance on exact due date - allow cushion for delays

Exporting Calendar Data

Export Options

  • PDF Export: Print-friendly calendar view for posting in shop or sharing
  • CSV Export: Detailed list format for importing into other systems
  • iCal/ICS Export: Import into Outlook, Google Calendar, or other calendar apps
  • Email Report: Schedule weekly email with upcoming maintenance

Scheduled Reports

Set up automatic calendar reports delivered via email:

  • Weekly Summary: Every Monday, email of upcoming week's maintenance
  • Monthly Preview: First day of month, email of all maintenance scheduled for month
  • Overdue Alerts: Daily email of any overdue maintenance

Mobile Calendar Access

Access maintenance calendar on mobile devices:

  • Responsive web interface: Calendar adapts to smaller screens
  • Simplified view: Mobile shows list view by default for easier navigation
  • Quick filters: One-tap filters for "Today", "This Week", "Overdue"
  • Mark complete: Complete maintenance events directly from mobile

Integration with Work Orders

Link calendar events to work order systems:

  • Generate work orders: Click calendar event → Create Work Order
  • Auto-population: Work order pre-filled with asset, task list, due date
  • Status sync: When work order closed, calendar event marked complete automatically
  • Backlink: Work order includes link back to maintenance rule and calendar event

Best Practices

  • Review weekly: Make calendar review part of weekly maintenance planning routine
  • Filter strategically: Don't try to view everything at once - use filters to focus
  • Update promptly: Mark maintenance complete as soon as performed to keep calendar accurate
  • Use color coding: Quickly scan for red (overdue) and yellow (due soon) events
  • Plan ahead: Use month view to identify busy periods and plan resources accordingly
  • Export for meetings: Print calendar for maintenance planning meetings
  • Coordinate with operations: Share calendar with operations team to plan equipment availability

Troubleshooting

Events Not Showing on Calendar

Possible Causes:

  • Filters active (hiding certain event types)
  • Date range doesn't include event due date
  • Maintenance rule not active
  • Asset not in scope of rule

Solutions:

  • Clear all filters and check again
  • Expand date range (switch to month or year view)
  • Verify maintenance rule is enabled
  • Check asset matches rule scope criteria

Projected Due Dates Seem Wrong

Possible Causes:

  • Usage patterns changed recently
  • Insufficient usage data for accurate projection
  • Asset not reporting telemetry consistently

Solutions:

  • Projections improve with more data - check again in few days
  • Verify telemetry connectivity for asset
  • For newly added assets, projections may be less accurate initially
  • Consider switching to time-based maintenance if usage highly variable

What's Next?

Getting Help

For assistance with calendar configuration or scheduling strategies, contact the ARMOR Support Team.

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