OneSolar CRM

Academy

Maintenance Types

Accessing Maintenance Types

  • From the left-side navigation panel, go to Settings → Maintenance Types.
  • The page will display a list of existing maintenance types with their names and descriptions.
  • Actions available: Add, Edit, and Delete.

Adding a New Maintenance Type

  • Click the + Add button at the top left of the page.
  • In the Add Maintenance Type form: Name: Enter the name of the maintenance type (e.g., Annual Inspection, System Upgrade).
  • Description: Provide a short description (e.g., Yearly inspection of the system, Upgrading system components).
  • Click Save to add the new maintenance type.

Editing a Maintenance Type

  • Locate the maintenance type you want to update in the list.
  • Click the three-dot menu under the Action column and select Edit.
  • Update the Name and Description fields as needed.
  • Click Update to save the changes.

Deleting a Maintenance Type

  • Locate the maintenance type in the list.
  • Click the three-dot menu under the Action column and select Delete.
  • Confirm deletion.

Once deleted, the maintenance type cannot be recovered.

Example Maintenance Types

  • Annual Inspection – Yearly inspection of the system.
  • System Upgrade – Upgrading system components.
  • Firmware Update – Updating the firmware of system components.
  • Emergency Repair – Unscheduled repair due to failure.
  • Preventive Maintenance – Scheduled preventive maintenance.
  • Storm Damage Repair – Repairs after storm damage.
  • Snow Removal – Removing snow from solar panels.

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