The Preservations, by Tasks Manager is a Task-centric view of preservations. It is designed to assign, schedule and execute "preservation plans". A preservation plan is a collection of preservation tasks to be performed on a piece of equipment either during its shipment and/or storage on-site prior to its installation. The intent is to ensure equipment warranties are being met and are not voided. The preservation manager provides traceability and provides reporting on who and when each preservation task was performed.
A preservation plan is comprised of a collection of preservation tasks. Each task has a collection of preservation steps/actions, start/end dates, frequency and assignment to specific company and workgroup. When you execute a preservation task, you are executing an "instance" of the preservation task. During the execution of the task, you will identify if there are any items that are not compliant with the preservation task requirements. In this case, non-compliance is created and immediately routed to appointed personnel, whereby they will take remedial action.
A preservation task is best created as a task model for a particular asset type as recommended by the equipment vendor.You can create a preservation task model identifying the steps, tools, materials and frequency of the task. You would assign the task model(s) to equipment. It is common that the equipment vendor will require two (2) different preservation tasks, one designed to preserve the equipment during shipment and the other to maintain its integrity during storage. In this case, the two tasks would be staggered. The shipment preservation task would have a start and end date, whereas the storage start date would be the end date of the shipping preservation task.
Preservation tasks can be completed digitally through the Windows or iOS applications. You can print preservation tasks for execution in this manager in the same manner as in the Asset Preservation Plans Manager. Highlight the rows of preservations and click Print for Execution from the bottom ribbon. A popup allows you to enter the Time Period (Past Due, Today, This Week or Next Week). You can also choose whether to print a Mail Merged file, a Smart Form pdf with a QR code, or a Datasheet with a QR code. Then select whether you'd only like to print started tasks, or whether the software should automatically start all tasks before printing.