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Create Maintenance Items

When you need to create a new maintenance record for an element, you can do so by selecting the 'New' option from the toolbar of the Maintenance window or the Construct window.

Access

Use one of the ribbon paths outlined here to display the Maintenance window for the type of maintenance item to create, then click on New icon. (the 'New' icon) to display the Construct window for that item type.

Alternatively, display the Construct window directly ('Start > Explore > Properties > Construct > Hamburger arrow. > Maintenance > <maintenance item type> :  New icon.)

Ribbon

Construct > Change Management > Changes > Show Changes Window

Construct > Change Management > Defects > Show Defects Window

Construct > Change Management > Issues > Show Issues Window

Construct > Change Management > Tasks > Show Tasks Window

Construct > Change Management > Events > Show Events Window

Construct > Change Management > Decisions > Show Decisions Window

Create maintenance items

Option

Action

See also

Name / Event / Decision

Type the name or a short description of the defect, change, task, issue, event or decision.

Auto

As an alternative to typing in the name, click on the Browse. button to insert predefined auto-counter text.

If you already have some text in the 'Name' field, it is over-written by the auto-counter text.

Set Auto Naming and Auto Counters

Reported by / Requested by / Raised by

Click on the drop-down arrow and select the user name of the person who initiated the maintenance item.

Date

Defaults to today's date as the date on which the maintenance item was raised; if necessary, change this by clicking on the drop-down arrow and selecting a different date.

Status

Click on the drop-down arrow and select the appropriate status of the maintenance item, such as 'New' or 'Complete'.

Resolved by / Implemented by / Completed by

Click on the drop-down arrow and select the user name of the person who completed and closed the maintenance item.

Date Resolved / Date implemented / Date Completed

Select the date on which the maintenance item was completed; click on the checkbox to select today's date or, if necessary, change the field by clicking on the drop-down arrow and selecting a different date.

Priority

Click on the drop-down arrow and select the priority for completing the maintenance item.

Version / ID

Type the version number associated with this defect, change, task, event, decision or issue.

Description

Type a longer description of the maintenance item; you can format the text using the Notes toolbar at the top of the field.

Notes Toolbar

History

Enter any notes or references to previous occurrences of this maintenance item; you can format the text using the Notes toolbar at the top of the field.

Save

Save

Click on this button to save the record data.

Notes

  • To edit an item, click on it on the Maintenance window; the item details display in the Construct window for editing
  • To delete an item, click on it on either the Maintenance window or the Construct window and click on the Delete search icon icon in the window toolbar; in response to the confirmation prompt, click on the Yes button
  • A further possibility for editing and deleting items is to right-click on items in the Element Browser window and select menu options there; select the 'Start > Explore > Browse > Element Browser > Maintenance > <maintenance type>' ribbon option
  • To change the element for which to create or edit maintenance items, click on the new element in the Project Browser

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