Overview

Component Types define the master list of components that can be tracked across all assets. For each component type, you set the default service interval (how often the component should be serviced or replaced), which is then applied to each asset's individual preventative maintenance plan.

Define component types to track serial numbers against specific components on each asset.
Define service intervals so the system can calculate when each component is next due for service.
Each new component type also creates a task subcategory of the same name under the Preventative Maintenance Service category.
Adding a new component type does not automatically add it to existing assets. It must be added manually to each asset's PM Plan where required.

Interval types

Three interval types are available when defining a component type:

Interval Type	How it works
Kms	Service is due after a set number of kilometres.
Days	Service is due after a set number of days.
Days or Kms	Service is due when either the day threshold or the km threshold is reached, whichever comes first. Use this for components where either time or distance could cause wear.

The Days or Kms interval is particularly useful for vehicles that may sit idle for extended periods, for example a spare bus that doesn't accumulate kilometres quickly but still needs time-based service attention.

Creating a component type

Navigate to Workshop → Configuration → Component Types.
Click the Edit button ✏.
Click Add Component Type at the bottom of the list.
Enter a unique description for the component.
Select the Interval Type.
Enter the interval in Every x Days, Every x Kms, or both if using Days or Kms.
Click Submit to save.

Editing component types

Navigate to Workshop → Configuration → Component Types and click the Edit button ✏.
Update the description, interval type, and/or interval values as needed.

❕Note: Multiple component types can be edited at once before submitting.

❕Note: If changing the description, the new description must be unique.
To reorder components, use the ▲ and ▼ buttons while in edit mode. The order here determines the display order in the asset's component register and in the Mechanics Kiosk.
Click Submit to save all changes.

Deleting a component type

Navigate to Workshop → Configuration → Component Types and click the Edit button ✏.
Click Remove Component Type (the delete icon 🗑️) next to the component to remove.

❕Note: You can undo this before submitting using the ↺ button.
Click Submit to save.

❕Note: A component type already used on an asset, a schedule or a task is made inactive rather than deleted, so existing records keep it.

In This Topic

Related Topics

Preventative Maintenance

Assets