Who is this article for?

Administrators who want to learn how to edit, close and delete maintenance tasks.

Administrator permissions are required.

Effective asset management requires not only creating maintenance tasks but also the ability to modify, complete, and remove them as needed. This article guides you through the processes of editing maintenance tasks to reflect changing requirements, closing tasks upon completion, and deleting obsolete tasks, ensuring your maintenance schedule remains current and efficient.

1. Edit and close maintenance tasks

To edit or close a maintenance task, from the Asset Maintenance page or from the individual Asset Maintenance Task list:

1. Use filters to locate the required task.

2. Click Edit to the right of the task.

3. The asset details page will open.

4. Click Save to save changes.

2. Delete maintenance tasks

To delete a maintenance task, from the Asset Maintenance page or from the individual Asset Maintenance Task list:

1. Use filters to locate the required task.

2. Click Actions to the right of the task.

3. Click Delete from the drop-down list that appears.

4. Click Delete in the pop-up box that appears to confirm.

5. The asset will be deleted.

3. Reporting from the maintenance task page

A standard Excel list report is available to display asset maintenance tasks. Reporting on maintenance tasks for an asset can be done from either the individual Maintenance Task page or from the Asset Maintenance page. In either case, the steps are the same.

To generate a report, from the Maintenance Task page:

1. Click Show Filters.

2. Use filters as required to locate the relevant task(s) required in the report.

3. Click Filter.

4. The lower half of the screen lists out search result. These will be reflected in the report.

5. Click Excel Export.

6. In the Excel report, sort and manipulate the data or merge the data with other reports as required.

7. Save the report.

4. Further reading

• Navigating Asset features
• Repeating maintenance tasks
• Adding a Asset maintenance task