Step by step
- Go to Jobs & planning › Planned maintenance and press + Add schedule.
- Under Which machines choose One machine, A customer's machines (every machine at their sites) or All contract machines (every machine on an active contract). Machines that already have an active visit with the same name are skipped, so nothing is doubled.
- Give the visit a Visit name, set Every (days) and/or Every (copies), and optionally a Job type (optional), an Engineer (optional) and the Last visit (optional). Press Add schedule.
- Due now shows what is due; press Open … jobs now if you don't want to wait for the morning. All schedules lists every schedule with Every, Last visit, Next by date and Status (Due, Scheduled or Paused); press Edit on a row to change it, pause it or remove it.
- You can also add or change a schedule for a single machine on the machine's page, Overview tab, card Planned maintenance.
How it decides
By days: from the last visit (or from when the schedule was made).
By copies: the machine's meters added up, from the reading at the last visit (or when the schedule was made).
No new job while the machine already has an open job (Job already open). Completing the job records the date and the copies, and the next interval starts.
Approval
If Jobs & planning › Automation requires the office to approve jobs SubClik opens (on by default), a planned maintenance job waits under To approve on the service desk, with the schedule's engineer suggested. Approve it to send it out, or dismiss it.
Tips
- Use copies for busy machines and days for quiet ones; you can set both and whichever comes first opens the job.
Works together with
- MachinesEvery copier and printer you look after, with its customer, site, owner and last service date.
- Open service jobs automatically from printer faultsWhen a printer linked to a machine reports a service call, an error code, a memory error or repeated jams, SubClik opens a job straight away, before the customer calls. By default it waits for the office to approve it.
- Approve or dismiss jobs SubClik openedJobs SubClik opens by itself (a printer fault or planned maintenance due) wait in To approve on the service desk with no engineer. Approve each one and give it to an engineer, or dismiss it.
- The service deskYour home screen for today's work: open jobs, jobs SubClik opened that wait for your approval, jobs with no engineer, jobs that need your attention and finished jobs waiting for review, with who is doing what right now.