Frequently Asked Question

What are maintenance Task Actions on the View/Complete Maintenance Alerts page and how are they utilized?
Last Updated 9 months ago

Maintenance Alerts - Advanced

This article provides information for using advanced features for managing Maintenance Alerts when accessing the View/Complete Maintenance Alerts page. The Task Actions dropdown menu is an easy way to: complete a task, change maintenance frequency, reschedule, dismiss an alert, and more. Users should proactively manage alerts by completing, rescheduling, and changing frequencies to customize the maintenance schedule for their vessel.

Task Actions

  1. On the Vessel Home Page, click View/Complete Maintenance Alerts to view maintenance that is currently due.
  2. The following actions are available by clicking on the Task Actions pulldown to the right of each task:
  • Work Completed - Opens the History Manager window to allow the task to be completed. Completing the History Manager for a task results in: 1) The task being completed in WheelHouse. 2) Automatically reschedules the task to the next interval per the task’s frequency and last service date. 3) Saves the history to the History Tab in the particular piece of equipment. Click Update Information to save the details of the history entry and close the task.
  • Reschedule - Moves the selected task to a date/runtime in the future. Reschedule is useful when a task needs to be pushed off until a haulout, maintenance window, or other date/runtime in the future. Selecting Reschedule will open the Maintenance Manager window in which the next due date can be adjusted by clicking on the Date field or adjust the Hours if the task is based on runtime. A Reason for Rescheduling may also be entered when rescheduling a task. Click Update and Close to save the changes and reschedule the task. NOTE: When tasks are rescheduled to a future date or runtime they will drop from the current Maintenance Alerts and won't reappear until they are due.
  • Dismiss - Automatically reschedules the task to the next maintenance frequency. If the task is monthly and its dismissed, the task will automatically schedule one month later from the date at which the task is dismissed. This is useful when a task isn't necessary, and it can be pushed to the next maintenance interval. For example, the task to vacuum the air intake filters on the A/C system is due, but the A/C system hasn’t been running. When Dismiss is selected, the task will drop from the current alerts list and will automatically reschedule based on the maintenance frequency. A Reason for Dismissal may also be entered when dismissing a task.
  • Change Maintenance Frequency - Changes the maintenance interval (e.g., from monthly to quarterly) and also allows changing the next due date/hours. Changing maintenance frequencies is important when a task is either being done too frequently or not frequently enough. For example, inspecting the zinc anodes on an engine cooling system is being done annually, and the zincs are found to be completely eroded/nonexistent. Changing the inspection to semiannually will result in more frequent alerts. Click Update and Close to save any changes made to the frequency. NOTE: When changing frequency, the alert is still active. To remove it from the active alert list, the current alert must be completed, rescheduled, or dismissed.
  • Turn Alert Off - If an alert is turned off for a given task, it will no longer alert regardless of the next due date/runtime or maintenance frequency. A Reason for Change may also be entered when turning an alert off.Click Yes to turn an alert off. NOTE: This should only be done when a task is either invalid or the task is habitual, and the alert is a nuisance (like clearing strainers before starting an engine).
  • View Task Detail - Opens a window with the Maintenance Task details (same as clicking on task Description).
  • View Task History - View a list of all the Maintenance History for the task.
  • Edit Task Detail - Opens the Maintenance Manager window and allows changes to all fields.Click Update and Close to save any changes made to the task.

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