Finding Equipment Due for Maintenance

You can use the Scheduled Maintenance Forecast Inquiry window to view scheduled maintenance that is anticipated within a certain period of time. You can filter by equipment ID, model, or category, maintenance class or type, or service call ID. This is useful, for example, if you need to rent out a forklift for 30 days. You can use this window to see if maintenance is anticipated for any of your rental forklifts within that time period. You can select which equipment to rent out based on this information. Similarly, if you are using Signature Service Management, this window allows you to check if the equipment that is on a service call will be due for maintenance soon. An icon next to the Equipment ID on a service call will indicate whether the equipment is due for maintenance within the number of days specified as the equipment's Average Usage Calculation. If no Average Usage Calculation is specified for the equipment, the default is used. You can select this icon to open the Scheduled Maintenance Forecast Inquiry window with the Equipment ID already populated.

1. Select Inquiry > Equipment > Forecast Inquiry. To view upcoming maintenance for equipment that is on a service call, you can also open this window from the Service Call window in Service Management using the icon next to the Equipment ID field. Use the filters to select parameters for the scheduled maintenance records you want to display.
   • Equipment ID
     Select an Equipment ID to display only scheduled maintenance associated with a specific equipment ID.
   • Model
     Select a Model to display only scheduled maintenance associated with a specific model.
   • Equipment Category
     Select an Equipment category to display only scheduled maintenance associated with a specific equipment category.
   • Maintenance Class ID
     Select a Maintenance Class ID to display only scheduled maintenance associated with a specific maintenance class.
   • Maintenance Type ID
     Select a Maintenance Type ID to display only scheduled maintenance associated with a specific maintenance type.
   • Service Call ID
     If you are using Service Management, select a Service Call ID to display only scheduled maintenance associated with a specific service call. If you are not using Service Management, the lookup for this field is blank.
   • Forecast in next __ days
     Enter a number to display only scheduled maintenance that is anticipated to be due within the next X days. This number defaults from the number of days specified in Scheduled Maintenance Setup, but you can change this value if necessary.
   • Forecast By
     Select a date to display only scheduled maintenance that is anticipated to be due before a specific date.
2. Select Redisplay. The equipment that displays in the scrolling window is filtered by the criteria you have chosen.
3. If you would like to print a summary of the scheduled maintenance records that fit your criteria, use the Print button to print the Scheduled Maintenance Forecast report.