On the Maintenance screen, you can record a service that has been performed on an asset, including the date, odometer value, and cost. To do so, follow these steps:


Caution: Be aware that your maintenance schedules must be assigned to the assets in order for the services to appear in the grid.


  1. In the sidebar menu on the left, click .
     
    The Maintenance screen will appear and display the maintenance schedules for the group you have selected in the Group Chooser. (See Choosing a Group to View Globally for details on how to change your chosen group.)
      
  2. If you need to log maintenance for an asset in a subgroup of your selected group, make sure that View Subgroups is toggled on below the grid.
     
    Every asset in your chosen group and its subgroups that has an assigned service schedule will be listed in the grid, sorted by due date (with the next due, or overdue, maintenance on top).
       
  3. Locate the row of the asset you need. (You can sort the Asset column, if necessary, as shown in Sorting and Filtering Column Data.)
      
  4. Click View Schedule at the far right of its row.
     
    Only its data will appear in the row at the top of the screen, which will include the odometer and engine hours values.

     
    The asset's services that are due, past due, and scheduled for the future will appear in the Schedule grid at the lower half of the screen.
     
    Note: See Viewing Scheduled Services and the Service History for an Asset for descriptions of the grid options and column headers.
  5. In the Schedule grid, locate the service you want to log as performed. (You can filter the Service column as shown in Sorting and Filtering Column Data if necessary to find it.)
     
  6. Click Add at the far right of the service's row.
     
    The Add Service Log dialog box will appear.
      
  7. To set the date the repair was completed, click the Service Date calendar picker and follow these steps:
      
    1. Locate the date you need to enter on the calendar (by specifying the month and year using their drop-down arrows, if necessary). (By default, today's date and time will appear.)
       
    2. Click the day.
       
    3. To select the hour the service was performed, click the up or down arrow above or below the first time value (11 in the preceding figure) until you reach the needed number.
       
    4. Repeat step c for the minutes value.
       
    5. To change the 12-hour time period, click the current value of AM or PM.
       
    6. Click Okay.
       
      The date and time you specified will appear in the Service Date field.
       
  8. You can enter the asset's odometer value at the time of the repair by typing it in the Odometer field.
    Note: Optionally, you can select Update Asset Odometer Reference to have this replace the asset's currently recorded odometer value in the iOn database. ( means selected, and  deselected.)
  9. Also optionally, you can type the asset's engine hours value in the Engine Hours field.
    Note: If you want to replace the asset's currently reported engine hours value in the iOn database with this entry, you can select Update Asset Engine Hours Reference. ( means selected, and  deselected.)
  10. If there are any comments you'd like to add about the maintenance, type them in the Notes field.
     
  11. If necessary, scroll down to the Invoice section.
      
  12. If you have the actual cost data available, provide the price of the parts, labor, and taxes, plus any miscellaneous costs, in the Parts, Labor, Misc, and Tax fields.
     
  13. Verify that the sum of the costs in the Total Cost field is accurate. (iOn will calculate this for you, using the values you enter in the other fields.)
     
  14. Enter the name of the company or person who performed the maintenance in the Service Provider field.
     
  15. Click Done.
     
    Your log will be recorded and appear in the History grid. (See Viewing Scheduled Services and the Service History for an Asset if needed.) In the Schedule grid, the next due date for the service will appear under Due Date (and it will no longer be marked as due on the Maintenance dashboard).