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Machine History

MACHINE HISTORY​

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This screen is specifically designed to help users search, add, and edit machine maintenance records, enhancing the ability to find accurate results and maintain detailed machine history efficiently.

1.1 Add Machine History​

Add Machine History - Step-by-Step

Step 1: Reach the Machine History Screen

  1. Navigate to the main menu and click on "Maintenance"
  2. Go to "Operations" and select "Machine History"
  3. Click the "Add Machine History" button located at the top-right corner of the screen to begin entering a new machine history record.

Step 2: Understanding the Fields on the "Add Machine History" Form:

  • Machine: (Dropdown - Mandatory) Select the machine for which the maintenance activity is being recorded.
  • Reported Date: (Date Picker - Mandatory) Enter the date the issue occurred or maintenance was carried out.
  • Problem Type: (Dropdown) Choose between New, Repeat, or Unknown to classify the nature of the issue.
  • Problem Details: (Text Area) Describe the problem in detail to provide better context.
  • Detail Action: (Text Area) Enter the steps taken to resolve the issue.
  • Maintenance Type: (Dropdown) Choose the type of maintenance .
  • Spare Changed: (Text Input) Mention the spare part(s) replaced during maintenance.
  • Spare Cost: (Numeric Field) Enter the total cost of the spare part(s).
  • Root Cause: (Text Area) Specify the reason behind the issue, if known.
  • Ref No: (Text Input) Reference number for the maintenance entry.
  • Remarks: (Text Area) Add any additional comments or observations.

Step 3: Validations and Save Actions:

  • Mandatory Fields: Machine and Reported Date must be filled before submitting.
  • Duplicate Check: The system checks for duplicate entries based on Machine and Reported Date.
  • All other fields are optional but help build a complete machine history log.
  • Use "Save" to store the machine history record, "Clear" to reset all fields, or "Cancel" to exit without saving.

1.2 Search Machine History​

Search Machine History - Step-by-Step

Step 1: Access the Machine History Screen

  • Navigate to the main menu and click on "Maintenance"
  • Go to "Operations" and select "Machine History"
    This opens the Machine History Search screen.

Step 2: Understanding the Search Fields

This screen uses a search filter to help users efficiently locate maintenance history records based on selected criteria.

Searchable Fields Include:

  • Machine: (Dropdown) Select a specific machine to filter results.
  • Maintenance Type: (Dropdown) Filter by type of maintenance activity.
  • Problem Type: (Dropdown) Filter results by issue classification (New, Repeat, Unknown).
  • Problem Details: (Text Search) Filter records by keywords from the problem description.
  • Reported From Date: (Date Picker - Mandatory) Defines the start date of the reporting period.
  • Reported To Date: (Date Picker - Mandatory) Defines the end date of the reporting period.

Step 3: Run Search

  • Click Search to fetch results based on selected filters.
  • Click Clear to reset all filters to default and start a new search.

Step 4: Understanding the Search Results Table

Each row in the results table represents one machine history record. The following columns are displayed:

  • View/Edit: Button to open and modify the record.
  • Machine: Name of the machine involved.
  • Reported Date: Date of the issue or maintenance activity.
  • Problem Type: Classification of the issue.
  • Problem Details: Description of the issue.
  • Detail Action: Steps taken to resolve the issue.
  • Maintenance Type: Type of maintenance .
  • Spare Changed: Spare parts replaced, if any.
  • Spare Cost: Cost of the spares used.
  • Root Cause: Reason behind the issue.
  • Ref No: Maintenance reference number.
  • Remarks: Additional comments.

Step 5: Export to Excel

  • Use the Excel Export button to download the current filtered list.
  • Export includes:
    • Organisation Name (top heading)
    • Organisation Logo (top-left or header)
    • All fields shown on screen (based on search results)

Step 6: Search Filter

  • The search functionality allows users to apply multiple filters simultaneously (e.g., Machine + Problem Type + Date Range).
  • This helps in narrowing down specific records and improves visibility for audit, analysis, and reporting.
  • Only records matching all selected criteria will appear in the results table and exported file.

1.3 Edit Machine History​

Edit Machine History - Step-by-Step

After running a search, you can edit any record by using the View/Edit option.

Step 1: Open Record for Editing

In the search result table, click "View/Edit" next to the record you want to modify.

Step 2: Update Maintenance Details

You can update any of the following fields:

  • Machine
  • Reported Date
  • Problem Type
  • Problem Details
  • Detail Action
  • Maintenance Type
  • Spare Changed
  • Spare Cost
  • Root Cause
  • Ref No
  • Remarks

Step 3: Apply Changes

  • Ensure Machine and Reported Date are present (mandatory).
  • Click "Save" to confirm changes.
  • Click "Clear" to reset the form fields.
  • Click "Cancel" to discard and return to the search screen.

Step 4: Benefits of Editing

  • Keeps machine history records accurate and current.
  • Allows updates and corrections after inspections.
  • Improves analysis and helps identify recurring issues.

That's It !! You’ve successfully learned how to Add, Search, and Edit Machine History records in the DMeX app. For further help, please contact the Maintenance Support Team.