Maintenance route combines inspections of multiple devices, or Spots, into a single task. Each inspection target is linked to one Spot and has its own inspection rows. The same Spot can appear only once on the route of a task or task template.
Define the route in the browser, either directly for a task or in a task template from which tasks inherit it. A Maintenance route does not itself define recurrence or optimize the driving route. If needed, set the schedule separately using the instructions for defining a recurring task.
Prerequisites and opening the route
You need permission to create or edit the task or task template in question. Permission to view or perform the work alone does not allow you to change the route structure. The worker separately needs permission to work on and perform the task; saving route entries on mobile requires permission to perform the task.
- Task: open Manage tasks → Tasks → Tasks. Open an existing task using the pencil button on its row, or select Create new task. Go to the form's Maintenance route tab.
- Task template: open Manage tasks → Tasks → Task templates. Open a template using the pencil button on its row, or select Create new task template. Open the form's Maintenance route section by clicking its heading.
If the task is linked to a task template, change the route structure in the template. A task linked to a contract's task setting cannot have a Maintenance route.
Add one inspection target
- In Maintenance route, select Add inspection target. If necessary, expand the new target by clicking its heading.
- In the target's Spot field, select the device to inspect. A Spot is required even when the entire task is saved as a draft.
- Enter the inspection row's name in the Task field. By default, the target has a required Inspect row, which you can rename to be more specific.
- Select the row's Required checkbox if the inspection must be performed before the task can be sent for review or completed.
- Add other inspections using the target's Add new row button. Give each row a name and check separately whether it should be required.
Each inspection target must have at least one required inspection. All inspection rows must have a name. Name the inspections so that the worker knows what to check or do. For example, “Check that the guard is securely attached” is more specific than “Inspection”.
A required inspection must be marked as performed: a comment alone does not meet the requirement. An optional inspection can be skipped, and leaving it unmarked does not prevent the route from being completed.
Add multiple inspection targets with the same rows
- In Maintenance route, select Add multiple targets.
- In the window that opens, define the shared inspection rows in the Inspection target fields section. The default Inspect row is required. Change its name if needed and add other rows using the Add new row button.
- Check the row names, order and Required selections. At least one shared row must be required.
- Select the Spots to inspect from the folder tree below the section. Expand the folders and select the desired Spots using the checkboxes. Check the number of selected Spots.
- Select the window's Add the inspection targets button.
The same shared rows are copied to the inspection targets for the selected Spots. Spots already on the route are skipped: adding multiple targets does not replace their existing inspection rows. After adding the targets, you can change each new target's rows individually.
Select no more than 500 Spots at a time when adding multiple targets. If you select more than 500 Spots or none at all, no targets are added. Add larger numbers in several batches and check the result after each batch.
Add the inspection targets adds the targets to the form. You still need to save the task or template to keep them.
Reorder and delete targets or rows
Move inspection targets using the up and down arrows in their headings. Change the order of inspection rows within a target by dragging a row's drag handle.
Delete an individual inspection row using the trash icon on its right. The interface does not delete a target's last row. If a target is unnecessary, delete the entire target using the trash icon in its heading.
Delete all targets clears all route targets from the form without a separate confirmation prompt. The trash icon in an individual target's heading deletes only that target. Check your selection before deleting.
Deletion becomes permanent when you save the task or template. Deleting a target also deletes its inspection rows and their entries, but does not delete the Spot. If you delete all targets and save, the task or template will no longer have any Maintenance route inspection targets.
When can the route be changed?
Targets and inspection rows defined directly for a task can be changed and deleted before work starts: when the task is open, late or In planning. Your permissions must also allow you to edit the task structure.
When a task is In progress, inspections are marked as performed and comments are recorded on the route, but targets, names, required settings and order can no longer be changed. When a task is In review, only inspection row comments can be changed. A completed task's route and its entries cannot be edited.
Changing a template also affects tasks created from it. When you save a route change in a template, the background update selects the linked tasks that are open, late or in planning. Their old route copies are replaced with the template's current route. At the same time, the completion marks and comments on all copied inspection rows are cleared, including those for unchanged targets.
Tasks that are in progress, in review or completed are not selected for this template route update. Their routes retain their previous structure. If you delete all targets from the template, the background update also removes the route from the tasks selected for the update.
Save and verify the result
Save the form for an existing task or template using the Save button. You can save a new task using Create and close, which leaves the work unstarted. Create saves the task and starts work on it immediately, so check the route structure before choosing this option. Save a new template using the form's Create new task template button.
Reopen the saved task or template. In Maintenance route, check the Spots, the target order, and each inspection row's name and required setting. Make sure each target has at least one required inspection and that no Spot appears more than once on the route.
After changing a template, also open a linked task that has not been started once the background update is complete, and check its route. If the old structure is still displayed, refresh the view and reopen the task before starting work.
On Android and iOS, the worker uses the route saved for the task, marks the targets as performed and records Inspection notes. See performing a Maintenance route in the mobile app.
Maintenance route inspection targets and the sections of a regular task form are separate. If a task has both, the worker must provide the information required by each before completing the task. Performing one route target does not complete the entire task.