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Maintenance+ Quick Start Guide: Managers vs Technicians

Maintenance+ helps teams manage maintenance work against assets in Aquipa.

Depending on your role, you may be setting up the maintenance workflow, assigning work, completing maintenance tasks, reviewing completed tasks, closing out work orders, or reporting on asset maintenance history.

This guide will help you understand where to start.


Which role sounds most like you?

I manage maintenance

You may be a Maintenance Manager, Supervisor, Planner, Administrator or someone responsible for setting up and managing maintenance in Aquipa.

You are likely responsible for:

  • Creating maintenance forms

  • Creating task templates

  • Building maintenance plan templates

  • Configuring assets against maintenance plans

  • Creating work orders

  • Assigning maintenance tasks

  • Reviewing completed maintenance

  • Closing out work orders

  • Managing priorities

  • Reviewing estimated hours against actual hours

  • Tracking fault codes

  • Reporting on assets by lifecycle status

  • Maintaining asset service history

Start with the Maintenance Manager pathway below.


I complete maintenance tasks

You may be a Maintenance Technician, Maintainer, Operator or Field Worker.

You are likely responsible for:

  • Opening assigned maintenance tasks

  • Reviewing task instructions

  • Completing checklist items

  • Adding comments or supporting evidence

  • Recording actual hours where required

  • Selecting or recording fault information where required

  • Submitting completed work for review

Start with the Technician pathway below.


Maintenance Manager pathway

Maintenance Managers are responsible for configuring and managing the maintenance workflow.

A good setup helps your team create repeatable maintenance processes, assign work clearly, complete maintenance consistently and keep a reliable history against each asset.

The value of Maintenance+ grows over time when the system is configured to capture useful maintenance intelligence, not just completed tasks.


Step 1: Understand the Maintenance+ workflow

At a high level, Maintenance+ helps your team:

  1. Configure the maintenance setup

  2. Create or generate work orders

  3. Assign maintenance tasks

  4. Complete the required maintenance

  5. Review and approve completed tasks

  6. Close the work order

  7. Build a maintenance history against the asset

  8. Report on maintenance activity, asset status and recurring issues

Before creating work orders, it is important to understand the setup components that support the workflow.


Step 2: Start with maintenance forms

A maintenance form is the checklist or inspection form your team completes during maintenance.

The form defines what needs to be checked, recorded, inspected or confirmed.

For example, a maintenance form may include sections for:

  • Asset details

  • Safety checks

  • Mechanical checks

  • Electrical checks

  • Hydraulic checks

  • Fluid levels

  • Defects or issues found

  • Supporting comments or evidence

  • Final sign-off


Step 3: Create task templates

Task templates are used to break a maintenance form into smaller sections of work.

This is useful when more than one person or team needs to complete different parts of the same maintenance activity.

For example, one maintenance form may be split into separate task templates for:

  • Mechanical inspection

  • Electrical inspection

  • Hydraulic inspection

  • Safety inspection

  • Supervisor review

Each task template can then be assigned to the appropriate person or team when the work order is created.


Step 4: Build maintenance plan templates

A maintenance plan template defines the planned maintenance schedule and the tasks required for each service interval.

Use maintenance plan templates when you want to create planned preventative maintenance or recurring inspections for assets.

A maintenance plan template may define:

  • The maintenance interval

  • The tasks required at each interval

  • Which task templates are used

  • The planned maintenance structure for that type of asset


Step 5: Configure assets against maintenance plans

After the maintenance plan template has been created, it can be configured against an asset.

This connects the planned maintenance requirements to the asset so that maintenance can be tracked and managed in Aquipa.

Once the plan is attached to the asset, your team can create or manage work orders for planned preventative maintenance.


Step 6: Create and manage work orders

Work orders are used to manage maintenance activity against an asset.

A work order may be created for:

  • Planned preventative maintenance

  • Scheduled inspections

  • Ad hoc maintenance

  • Unplanned repairs

  • Follow-up work

Within a work order, tasks can be assigned to users or teams. Each assigned task tells the user what work needs to be completed.


Step 7: Build intelligence into your setup

Maintenance+ is not just about completing work orders.

When configured well, it helps your team capture useful information that can improve planning, reporting, resourcing and asset decision-making over time.

As part of your setup, consider how your team will use:

  • Priorities

  • Estimated hours

  • Actual hours

  • Fault codes

  • Asset lifecycle statuses

This information helps Maintenance Managers understand not just what work was completed, but what the work tells them about the asset, the team and the maintenance process.


Step 8: Review completed tasks

Once a Technician completes a task, the task can be reviewed.

During review, check that:

  • Required checklist items have been completed

  • Comments or evidence have been added where needed

  • Actual hours have been recorded where required

  • Fault codes have been applied where relevant

  • Any failed or incomplete items have been followed up

  • The work is ready to be approved

This step helps ensure that maintenance has been completed properly before the work order is closed.


Step 9: Close the work order

Once all required tasks have been completed and reviewed, the work order can be closed.

Closing the work order helps create a reliable maintenance history against the asset.

This history can be used to understand:

  • What maintenance was completed

  • When it was completed

  • Who completed the work

  • What checklist results were recorded

  • Whether any issues were identified

  • Which fault codes were assigned

  • How long the work was expected to take

  • How long the work actually took

  • What priority was assigned

  • What supporting information was attached

A completed work order tells you what happened.

A completed work order with priority, estimated hours, actual hours, fault codes and lifecycle context tells you much more.


Technician pathway

Technicians are responsible for completing assigned maintenance tasks.

You do not need to configure the full maintenance workflow. Your focus is completing the work assigned to you and recording the outcome clearly.


Step 1: Open your assigned task

When a maintenance task is assigned to you, open the task from your notification, email link or the relevant work order.

The task will show you what work needs to be completed.


Step 2: Review the task details

Before starting, review the task information carefully.

Check:

  • Which asset the task relates to

  • What work needs to be completed

  • Whether there is a checklist

  • Whether comments or supporting evidence are required

  • Whether actual hours need to be recorded

  • Whether a fault code needs to be selected

  • Whether there are any instructions from the Maintenance Manager or Supervisor


Step 3: Complete the checklist

If the task includes a checklist, complete each required item.

Checklist items may ask you to:

  • Confirm an item has been checked

  • Record a result

  • Add comments

  • Upload evidence

  • Identify whether an item has passed or failed

Complete the checklist as accurately as possible. The information you enter becomes part of the asset’s maintenance record.


Step 4: Add comments or evidence

If something needs explanation, add a comment.

If evidence is required, attach the relevant document, image or supporting file.

Useful comments may include:

  • What was inspected

  • What was found

  • What action was taken

  • Whether follow-up work is required

  • Any issues that should be reviewed by a Manager or Supervisor


Step 5: Record actual hours where required

If your task requires actual hours, record how long the work took.

This helps Maintenance Managers compare planned effort against actual effort and improve future maintenance planning.


Step 6: Apply fault codes where required

If a fault has been identified and your task requires a fault code, select the relevant fault code.

Fault codes help your team record issues consistently so recurring problems can be tracked over time.


Step 7: Submit the task for review

Once the task is complete, submit it for review.

A Maintenance Manager or Supervisor can then review the completed work and approve it if everything is complete.

Before submitting, check that:

  • Required checklist items are complete

  • Comments have been added where needed

  • Supporting evidence has been uploaded where required

  • Actual hours have been recorded where required

  • Fault codes have been selected where required


Key concept

Maintenance Managers set up and manage the workflow.

Technicians complete assigned maintenance tasks.

Together, these actions create a clear maintenance process and a reliable maintenance history against each asset.

When information such as priority, estimated hours, actual hours, fault codes and lifecycle status is captured consistently, Aquipa can also help teams report on maintenance and make better decisions over time.


Recommended starting points

If you are a Maintenance Manager

Start with:

  1. Introduction to Maintenance

  2. How to Configure Maintenance Plans

  3. Forms, Task Templates, Maintenance Plans and Work Orders Explained

  4. Maintenance Intelligence: Turning Work Orders into Better Decisions

  5. Work Order Task Priority

  6. Life Cycle Status Explained

  7. Creating Work Orders

  8. Reviewing and Approving Maintenance Tasks

  9. Closing Work Orders

You may also want to configure your Fault Library:

Configuration Panel > Maintenance > Fault Library


If you are a Maintenance Technician

Start with:

  1. Introduction to Maintenance

  2. Performing Maintenance Tasks

Focus on opening assigned tasks, completing checklists, recording useful information and submitting your work for review.


Simple summary

If you manage maintenance, start by learning how forms, task templates, maintenance plans and work orders fit together.

Then use priorities, estimated hours, actual hours, fault codes and lifecycle statuses to build better reporting and maintenance intelligence over time.


If you complete maintenance, focus on completing your assigned tasks accurately, recording useful information and submitting your work for review.

Every completed task helps build a clearer maintenance record for the asset.

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