Set up the Maintenance Management Board Add on board icon

Installation and use of this board requires a license key. For assistance, contact Juvare Support.

To set up the Maintenance Management board

  1. Import the board.

  2. Create a feature group and assign the board to the feature group.

  3. When editing or adding the board for a feature group, use the following table to guide your settings configuration.

    Maintenance Management configuration
    Field Description Valid Values
    Default Label The name for this board as you want it to appear in the menu. Any combination of up to 200 alphanumeric characters, excluding special characters.
    Input

    The view, which allows you to add records to the board, that you want to assign to the feature group.

    Input views are mainly assigned using board permissions and this field is left as None.

    		 Select None.
    Display The view, which appears when a board is opened, that you want to assign to the feature group.

    Select this option:

    • Dashboard: Gives a comprehensive summary of the board data
    • List - Assets: Displays the Assets data in a list format
    • List - Parts: Displays the Parts data in a list format
    • List - Reports: Displays the available reports
    • List - Vendors: Displays the Vendors data in a list format
    • List - Work Orders: Displays the Work Orders data in a list format
    Device Type Indicates the type of device on which the board is primarily intended for display.

    Select one of the following options:

    • Desktop

    • Mobile

    • Desktop and Mobile
    View Filters

    The filters that determine what data is visible on the board.

    Unlike the filter/search feature that you can add to a board to help you find data, the view filters limit the visibility of data.

    Do not modify the filters in this setting.
    Board Permissions Tags

    The actions that feature group members can perform on the board.

    Select one or more of the following options:

    • Clone - Work Order: Allows the user to clone Work Order records
    • Create - Asset: Allows the user to create Asset records
    • Create - Asset Maintenance: Allows the user to create Asset Maintenance records
    • Create - Cost Center: Allows the user to create Cost Center records
    • Create - Deployed Asset: Allows the user to create Deployed Asset records
    • Create - Deployed Part: Allows the user to create Deployed Part records
    • Create - Part: Allows the user to create Part records
    • Create - Vendor: Allows the user to create Vendor records
    • Create - Work Order: Allows the user to create Work Order records
    • Delete - Asset: Allows the user to delete Asset records
    • Delete - Asset Maintenance: Allows the user to delete Asset Maintenance records
    • Delete - Cost Center: Allows the user to delete Cost Center records
    • Delete - Deployed Asset: Allows the user to delete Deployed Asset records
    • Delete - Deployed Part: Allows the user to delete Deployed Part records
    • Delete - Part: Allows the user to delete Part records
    • Delete - Vendor: Allows the user to delete Vendor records
    • Delete - Work Order: Allows the user to delete Work Order records
    • Update - Asset: Allows the user to update Asset records
    • Update - Asset Maintenance: Allows the user to update Asset Maintenance records
    • Update - Cost Center: Allows the user to update Cost Center records
    • Update - Deployed Asset: Allows the user to update Deployed Asset records
    • Update - Deployed Part: Allows the user to update Deployed Part records
    • Update - Part: Allows the user to update Part records
    • Update - Vendor: Allows the user to update Vendor records
    • Update - Work Order: Allows the user to update Work Order records
    • View - Hours Worked Report: Allows the user to view the Hours Worked Report
    • View - Work Order Summary: Allows the user to view the Work Order Summary

  4. Click Save.