Creating Maintenance Procedures in FixAhead CMMS

Overview

Maintenance Procedures are standardized step-by-step instructions for performing maintenance tasks. They ensure consistency, compliance, and safety across your team's work. Procedures can be linked to assets, work orders, and preventive maintenance schedules.

Prerequisites

• Permissions: Administrator or "Owner" role

• Navigation Path:
  Dashboard → Library → Maintenance Procedures

Step-by-Step Creation Guide1. Access Maintenance Procedures

• Go to Maintenance Procedures in the left navigation menu

• Click Add Procedure (top-right button)

2. Configure Basic Details

• Procedure Name (Required):

  • Descriptive title (e.g., "Monthly HVAC Filter Replacement")

  • Maximum length: 100 characters

• Description (Required):

  • Overview of the procedure's purpose and scope

  • Example: "Standard process for inspecting and replacing air filters in rooftop HVAC units"

3. Set Requirements

• Mandatory Task?

  • Toggle ON to force completion before closing work orders

• Photo Required?

  • Enable to mandate photographic proof of task completion

4. Build Task List

• Tasks Section:

  1. Click Add tasks

  2. Enter step-by-step instructions (e.g., "Shut off power at main breaker")

  3. Add unlimited tasks using the + icon

• Task Formatting Tips:

  • Start with action verbs ("Inspect...", "Tighten...")

  • Include safety warnings: [!] Wear PPE before proceeding

  • Reference manuals: (See Fig 3.2 in OEM Manual)

5. Finalize

• Add Procedure: Saves to library

• Cancel: Discards inputs

• Confirmation: Procedure appears in master list

Support

If you encounter any issues or need help structuring your asset categories and statuses, contact our support team at [email protected].