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Maintenance Questions

MAINTENANCE QUESTIONS​

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To go back to the Search screen, click Maintenance Questions next to Welcome at the top-right corner of the page.

1.1 Add Maintenance Questions​

Add a Maintenance Question – Step-by-Step

Step 1: Access the Maintenance Questions Screen​

From the side menu, go to Maintenance > Master > Maintenance Questions. This opens the Maintenance Questions Search page.

Step 2: Add Maintenance Questions​

Click the "Add Maintenance Question" button on the top-right corner of the screen to open the add form.

Step 3: Fill in Maintenance Question Details​

  • Maintenance Question Type [Dropdown] (Mandatory) – Select from options like Machine (default) or Asset. Dropdown values are from the Master Category.
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  • If Machine is selected, the Machine Type dropdown appears.
  • If Asset is selected, the Category / Sub Category dropdown appears.

  • Maintenance Type [Dropdown] (Mandatory) – Values are populated from the Master Category.

  • Machine Type [Dropdown] (Mandatory) – Appears only when 'Machine' is selected.

  • Category / Sub Category Type [Dropdown] (Mandatory) – Appears only when 'Asset' is selected.

  • Validation Type [Dropdown] (Mandatory) – Options: Dropdown, Number, or Button. Values are from the Master Category.

    • If Dropdown is selected: A value table appears with Value and IsAccept columns, and an add button to insert multiple entries.
    • If Number is selected: Minimum and Maximum number fields are displayed for validation.
    • If Button is selected: Default validation values will be OK / Not OK.

  • Description [Text Field] (Mandatory) – Enter a description (max 200 characters).

  • Unit [Dropdown] (Mandatory) – Select the Unit (values from Master Category).

  • Norms [Text Field] (Mandatory) – Enter up to 45 characters.

  • Required [Dropdown] (Mandatory) – Choose Yes or No (default).

    • If Yes: The Required Machines (for Machine type) or Required Assets (for Asset type) dropdown appears. The question becomes mandatory only for the machines or assets selected there.
    • If No: The question remains optional for all Machines or Assets, and any previously selected Required Machines / Required Assets are removed when saved.

  • Required Machines [Multi-select Dropdown] (Mandatory when Required is Yes and Maintenance Question Type is Machine) – Shown only when Required is Yes for a Machine type question. Lists the active machines of the selected Machine Type. Select the machines for which this question must be answered in Maintenance Entry. Select the Machine Type first; if Required is set to Yes before a Machine Type is chosen, the message "Please Select the Machine Type" is shown. If no machine is selected on Submit, the message "You Should Select Atleast One Required Machine" is shown and the question is not saved.

  • Required Assets [Multi-select Dropdown] (Mandatory when Required is Yes and Maintenance Question Type is Asset) – Shown only when Required is Yes for an Asset type question. Lists the active assets of the selected Category / Sub Category Type. Select the assets for which this question must be answered in Maintenance Entry. Select the Category / Sub Category Type first; otherwise the message "Please Select the Sub Category Type" is shown. If no asset is selected on Submit, the message "You Should Select Atleast One Required Asset" is shown and the question is not saved.

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In Maintenance Entry, questions that are mandatory for the selected machine or asset must be answered correctly (for example marked Ok, or a number within the Minimum–Maximum range) before the entry can be submitted. Questions that are not mandatory for that machine or asset are shown in light blue in the Maintenance Check Sheet.

  • Status [Dropdown] (Mandatory) – Defaults to Active; can be set to Inactive.

Step 4: Save, Clear, or Cancel​

  • Submit – Saves the data and finalizes the entry.
  • Clear – Clears all entered values.
  • Cancel – Returns to the search page without saving.

1.2 Search Maintenance Questions​

Search for Maintenance Questions – Step-by-Step

Step 1: Apply Search Filters​

You can search using the following filters on the Maintenance Question Search screen:

  • Maintenance Question Type [Dropdown] (Mandatory) – Choose Machine or Asset.
    • If Machine is selected: Machine Type dropdown will appear.
    • If Asset is selected: Category / Sub Category Type dropdown will appear.
  • Maintenance Type [Dropdown] (Optional) – Filter by maintenance type.
  • Description [Text Field] (Optional) – Filter by specific description.
  • Validation Type [Dropdown] (Optional) – Filter by validation type.
  • Unit [Dropdown] (Optional) – Filter by unit.
  • Status [Dropdown] (Optional) – Filter by status.
  • Required [Dropdown] (Optional) – Filter by required value.

Step 2: Search or Clear​

  • Search – Click to fetch results based on selected filters.
  • Clear – Resets all fields to default values.

Step 3: View Results​

Results matching your criteria are displayed in a table with the following columns:

  • View/Edit – Click to open a specific Maintenance Question for editing.

  • Maintenance Type – Displays the selected Maintenance Type.

  • Description – Shows the question or task description.

  • Validation Type – Indicates the input type (Dropdown, Number, or Button).

  • Unit – Displays the unit of measurement.

  • Required – Shows whether the question is mandatory (Yes) or optional (No).

  • Status – Displays the current status: Active or Inactive.

    • When the Maintenance Question Type is set to Machine, the Machine Type column is displayed.
    • When the Maintenance Question Type is set to Asset, the Category / Sub Category Type column is displayed.
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  • You can use a single filter or combine multiple filters for precise results.
  • A search field above the table allows for quick filtering.
  • Click 'Export as Excel' to generate a report in Excel format.

1.3 Edit Maintenance Questions​

Edit a Maintenance Question – Step-by-Step

Step 1: Access the Edit Page​

From the results table, click "View/Edit" next to the record you wish to modify.

Step 2: Update Details​

Modify any editable fields. Update dropdowns, text fields, units, validations, and status as needed.

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Key Restrictions While Editing:

  • The Maintenance Question Type field is read-only and cannot be changed.
  • The Validation Type field is read-only and cannot be changed if a maintenance entry for this Question already exists.
  • The "Clear" button is disabled during the edit process.

Step 3: Save or Cancel​

  • Submit – Applies and saves all changes.
  • Cancel – Discards changes and returns to the search screen.

That’s it! You’ve successfully learned how to add, search, and edit Maintenance Questions using the DMeX application.

For further assistance, please contact the Support Team.