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How do I copy or move photos between categories?
Select the photos you want to copy. Click on Actions... > Copy. Select the category the photos need to be copied to. Click Save & Close.
How do I change the order of a category, group or task?
The same process is used to change the order of a category, group or task in MXSuite. Right-click on a category, group or task and select Reorder... Select a line and use Move up and Move down to change the order. Click on Save & close.
How do I change the order of a category, group or task?
The same process is used to change the order of a category, group or task in MXSuite. Right-click on a category, group or task and select Reorder... Select a line and use Move up and Move down to change the order. Click on Save & close.
How do I create a group?
A group is used to group tasks together. This makes it easier to place all tasks with the same interval in one group. This also makes it possible to mark all tasks in a list as done. Click on New group... Complete all required fields. Click on Save & clos...
How do I create a new task?
Click on New task... Fill out all the fields Select a Group. Select the correct interval for scheduling the task (see below) Click on Save & close. Scheduling options Type Explanation Time interval (default) Enter an Interval and selec...
What does Requires Approval do?
The requires approval function makes sure a task is correctly executed. When this option is ticked when creating a task, you can select different ranks which can approve the execution of this task. This can be done within the section Approver ranks. Sele...
How do I make the task description visible in the work list?
Open the task and select the tab Task Description. Select the option Print task description at work list. Click on Save & close.
How do I add documents to a task?
Right-click on a task and select Edit task... Go to the tab Documents. Click on New... and select the document. Click on Save & close. The option Link from documents... makes it possible to add a document from the module Documents.
How do I add photos to a task?
Right-click on a task and select Edit task... Go to the tab Photos. Click New... Add new photos by browsing or drag & drop. Click Save & Close.
How do I link spare part(s) to a task?
Right-click on a maintenance task and select Edit task... Go to the tab Parts. Click on Select Part(s)... Select the part(s) (you can select multiple parts using Ctrl or Shift). Click on Ok. Enter the quantity of parts needed. When completing the ...
How do I order the required parts for a task?
Right-click on a task and select Create requisition... Select the parts you want to order. Click on Save & close. An alternative option is to add the required parts to the basket, and use the basket when creating the requisition in the purchase module.
How do I create a service request?
Right-click on a category and select Create service request... Note the reason for the service request in the description. Click on Save & send. If a defect is registered in the category, this defect will also be included in the service request.
How do I mark a task as complete?
A task can be performed from the work list and the module Maintenance. Double-click on a task. Enter a Remark. Click on Task completed. The task will disappear from the work list and will be added back to the list at a predetermined interval. Optional...
How do I print a work order?
Double-click on a task. Click on Print work order. The work order will open in the standard browser. Click on Print.
How do I see the history of a task?
Right-click on a task. Select Show history. Right-click on a category, group, or task and select Show history. MXSuite will then open the module History and display the data for the selected category, group, or task.
How do I undo a completed task?
Go to the module History. Select Assets tasks. Right-click on the task and select Mistake. Confirm the mistake. Click on Yes. For every task only the most recently completed task can be marked as a mistake.
How do I add a document to a completed task?
Go to the module History. Select Maintenance. Click on Search to search for the relevant maintenance task. Once you have found the maintenance task, there are two ways to add the document: Right-click on this maintenance task and select Add document. ...
What do the colours in the overview mean?
The following colors are used in the overview: red: the actual stock is less than the minimum stock requirements. orange: actual stock is not sufficient for completing a task. red exclamation mark: this is a critical part.
How do I add a part?
Click on New... Complete all required fields. Click on Save & close. Own code: There is an option that allows you to generate the code automatically. This own code is used as a reference during the import process. During the import process, MXSuite will...
How do I link extra suppliers to a part?
Right-click on a part and select Edit... Go to the tab Suppliers Click on Select suppliers and make a selection Enter the part information for the selected supplier, such as price, unit, order number, Declaration of compliance, etc. Click on Save & close...