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473 lines
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<body>
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<div class="document" id="maintenance-plan">
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<h1 class="title">Maintenance Plan</h1>
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<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! source digest: sha256:51d1395956daf1de19f24abe40f89528841450822d90006b04a75e26f1913828
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
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<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/maintenance/tree/16.0/maintenance_plan"><img alt="OCA/maintenance" src="https://img.shields.io/badge/github-OCA%2Fmaintenance-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/maintenance-16-0/maintenance-16-0-maintenance_plan"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/maintenance&target_branch=16.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
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<p>This module extends the functionality of Odoo Maintenance module by allowing
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an equipment to have different preventive maintenance kinds.</p>
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<p><strong>Table of contents</strong></p>
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<div class="contents local topic" id="contents">
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<ul class="simple">
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<li><a class="reference internal" href="#installation" id="toc-entry-1">Installation</a></li>
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<li><a class="reference internal" href="#usage" id="toc-entry-2">Usage</a></li>
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<li><a class="reference internal" href="#bug-tracker" id="toc-entry-3">Bug Tracker</a></li>
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<li><a class="reference internal" href="#credits" id="toc-entry-4">Credits</a><ul>
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<li><a class="reference internal" href="#authors" id="toc-entry-5">Authors</a></li>
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<li><a class="reference internal" href="#contributors" id="toc-entry-6">Contributors</a></li>
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<li><a class="reference internal" href="#maintainers" id="toc-entry-7">Maintainers</a></li>
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</ul>
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</li>
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</ul>
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</div>
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<div class="section" id="installation">
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<h1><a class="toc-backref" href="#toc-entry-1">Installation</a></h1>
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<p>Install the module.</p>
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<p>Should you already use the maintenance module and have equipments with field
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‘Preventive Maintenance Frequency’ defined, a new maintenance plan will be
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automatically created on these equipments with maintenance kind ‘Install’.</p>
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<p>Moreover if a Request of type ‘preventive’ exists, whose stage isn’t marked as
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‘Request done’, and has a Request Date matching the equipment’s
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‘Next Preventive Maintenance’, the request will be updated with the
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‘Install’ maintenance kind.</p>
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<p>Make sure you don’t have multiple ‘preventive’ requests at a stage which isn’t
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marked as ‘Request done’ and on the same ‘Request date’ as the equipment or
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the module installation will fail with a User Error.</p>
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</div>
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<div class="section" id="usage">
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<h1><a class="toc-backref" href="#toc-entry-2">Usage</a></h1>
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<p>Instead of defining a period and duration for only one preventive maintenance
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per equipment, you can define multiple preventive maintenance kind for each
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equipment.</p>
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<p>Maintenance Kinds have to be defined through the configuration menu. Their name
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have to be unique and can be set as active or inactive, should these not be
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used anymore.</p>
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<p>On any equipment over the maintenance tab, the maintenance plan be accessible,
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allowing to add different maintenance kind with their
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own frequency and duration. The next maintenance date will then be computed
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automatically according to the start’s date and the frequency defined, but the
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maintenance request won’t be created automatically as is the case in Odoo’s
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Maintenance module. In the plan there’s also a field allowing the user to set the
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maintenance horizon, insert the instructions to follow on the maintenance that
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will be forwarded to the maintenance request generated from the plan.</p>
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<p>This module uses the original Cron job of Odoo’s Maintenance module to generate
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maintenance requests. To do so, it takes into account the planning horizon and
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generates all maintenance requests whose schedule date would fall inside that
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planning horizon. Therefore, the maintenance manager can have a proper planning
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of how many maintenance requests are programming for the future. Leaving planning
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horizon to 0 will only create those maintenance request that are scheduled for
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today.</p>
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<p>We can also create maintenance requests from a plan using a domain for selecting the equipments.
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This way, we might have a single plan that will generate all the requests.
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In order to use it, we need to mark the <cite>Generate with Domain</cite> field.</p>
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</div>
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<div class="section" id="bug-tracker">
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<h1><a class="toc-backref" href="#toc-entry-3">Bug Tracker</a></h1>
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<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/maintenance/issues">GitHub Issues</a>.
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In case of trouble, please check there if your issue has already been reported.
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If you spotted it first, help us to smash it by providing a detailed and welcomed
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<a class="reference external" href="https://github.com/OCA/maintenance/issues/new?body=module:%20maintenance_plan%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
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<p>Do not contact contributors directly about support or help with technical issues.</p>
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</div>
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<div class="section" id="credits">
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<h1><a class="toc-backref" href="#toc-entry-4">Credits</a></h1>
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<div class="section" id="authors">
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<h2><a class="toc-backref" href="#toc-entry-5">Authors</a></h2>
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<ul class="simple">
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<li>Camptocamp SA</li>
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<li>ForgeFlow</li>
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</ul>
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</div>
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<div class="section" id="contributors">
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<h2><a class="toc-backref" href="#toc-entry-6">Contributors</a></h2>
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<ul class="simple">
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<li>Akim Juillerat <<a class="reference external" href="mailto:akim.juillerat@camptocamp.com">akim.juillerat@camptocamp.com</a>></li>
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<li>Matteo Mazzoni <<a class="reference external" href="mailto:matteo@appcademy.tech">matteo@appcademy.tech</a>></li>
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<li>David Alonso <<a class="reference external" href="mailto:david.alonso@solvos.es">david.alonso@solvos.es</a>></li>
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<li>Adrià Gil Sorribes <<a class="reference external" href="mailto:adria.gil@forgeflow.com">adria.gil@forgeflow.com</a>></li>
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<li>Jordi Ballester Alomar <<a class="reference external" href="mailto:jordi.ballester@forgeflow.com">jordi.ballester@forgeflow.com</a>></li>
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<li>Lois Rilo <<a class="reference external" href="mailto:lois.rilo@forgeflow.com">lois.rilo@forgeflow.com</a>></li>
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<li>Enric Tobella <<a class="reference external" href="mailto:enric.tobella@dixmit.com">enric.tobella@dixmit.com</a>></li>
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<li>Alexei Rivera <<a class="reference external" href="mailto:arivera@archeti.com">arivera@archeti.com</a>></li>
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</ul>
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</div>
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<div class="section" id="maintainers">
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<h2><a class="toc-backref" href="#toc-entry-7">Maintainers</a></h2>
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<p>This module is maintained by the OCA.</p>
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<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
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<p>OCA, or the Odoo Community Association, is a nonprofit organization whose
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mission is to support the collaborative development of Odoo features and
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promote its widespread use.</p>
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<p>This module is part of the <a class="reference external" href="https://github.com/OCA/maintenance/tree/16.0/maintenance_plan">OCA/maintenance</a> project on GitHub.</p>
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<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
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