Use job intervals, in particular job classes, dates and statuses, to manage equipment for:
- Flexible tracking: Select and view job intervals as display fields on the equipment list.
- Enhanced filtering: Custom equipment list view based on specific intervals.
- Time-saving process: Edit job intervals for multiple equipment at one time, reducing manual effort.
- Effortless insights: Export equipment list to files or view dashboards with job intervals for comprehensive analysis.
1. Understand the due status
Each job interval has one of these statuses:
- Good (green icons): The due date is far in the future.
- Close to due (yellow icons): The due date is near. Depending on your notification settings, you will receive reminder emails about the next due date. The due status changes from “good” to “close to due” based on specific durations - see the table below.
- Overdue (red icons): The due date has already passed. You might not be able to check out or perform certain actions on the overdue equipment.
| Duration of job interval | When due status changes to “Close to due” |
|---|---|
| Equal or less than 7 days | 1 day prior to the due date |
| Equal or less than 1 month | 7 days prior to the due date |
| More than 1 month | 45 days prior to the due date |
2. In Onix Work - Equipment module
Display job intervals in the equipment list view
Add the due dates and due statuses of specific job classes to your current Custom view as display fields. Here’s how:
- Switch to a custom view → Choose Edit current view.
- In the Display fields section, choose Add a field —> Select Job interval due date or Job interval due status.
- Fill in the relevant job class and intervals —> Apply.
The relevant information will appear in the equipment list. For example, if you add Mandatory due 12 months display field:
- Equipment with matching job intervals will have the due date shown in Mandatory due 12 months.
- Equipment that does not have a matching job interval will have the Mandatory due 12 months field blank.
Besides the equipment list view, these display fields will also appear in the Print equipment list to PDF report.
Edit job intervals of multiple equipments
This functionality DOES NOT apply to: Non-unique equipment, sub equipment, equipment of other companies that you are not granted edit privilege.
- Select the relevant equipment —> Click Edit —> Choose Edit all job intervals.
- Select the suitable action and fill in other fields.
Filter equipment with a specific job interval
- In the Filter section of Edit current view or the Filter panel of the equipment list, add Job interval criterion.
- Fill in the suitable job class, description and interval —> Click Apply.
As a result, only equipment which have the relevant job interval will appear in the equipment list.
Filter with custom due date and status of job intervals
- In the Filter section of Edit current view or the Filter panel of the equipment list, add Due date criterion.
- Fill in suitable job class, interval and time range —> Apply.
As a result, only equipment with relevant job interval and due date will appear in the equipment list.
View equipment with specific due date in Dashboards module
- In the Equipment from view widget, select the equipment view with the Job interval due date as display field.
- Add the field as Label and set up other fields of the dashboard.
- Specific Job interval due status fields are currently NOT available in Dashboards.
3. In Onix Inspect - Equipment module
You can add both job interval due dates and statuses as:
- Display fields.
- Sorting options.
For new filter criteria, only the Job interval and Due date criteria can be used. The Due status criterion is not available.
4. In Onix Worker - Equipment module
You can add Job interval and Due date as filter criteria.
However, sorting options and display fields are fetched from the relevant view’s split layout, which is defined from Onix Work - Equipment module. Therefore, the sorting options and display fields cannot be edited.