The service section manages the whole equipment maintenance activity and allows you to register information about equipments, service contracts, alerts, interventions. Since all Solis modules contribute to the development of a unique database, a set of rules must be applied to efficiently organize the information.

The Solis database is built upon some basic information: clients and suppliers (products). In the system, the information must be registered by a certain succession method. The secondary data must be added to the already existing structures.

Therefore, to add a new product, we must assure that the supplier is already registered. To add a new contract, the client and products must exist in the database.

Usually, the database starts with the clients and suppliers, the products. We recommend the basic structure to be complete from the beginning. Aftewards, offers, orders, contracts, etc, can be registered.c

Each page displays two menu in the upper section.

Regarding the maintenance activity, besides the concept of equipment, you can also use the concept of equipment system. The equipments assigend to a client can be grouped in systems, to follow their evolution as a whole.

Equipments are associated to products. The products can be registered as "equipment" type (Admin -> edit product) and are identified based on the serial number, code and producer. You can assign several equipment systems to the same client. An equipment system can be a laboratory, for example.

You are allowed to complete the systems with new equipments, even if the serial number is yet unknown.

You can also extract an equipment from a client's system and add it to someone else's system. this will assure you always have the detailed history of every equipment system.

To assure the efficiency of the maintenance module, it is recommended to start with a coherent information structure. Assure that the equipments and spare parts are properly marked in the product catalogue, that the installed equipments are assigned to their owners and the zones are correctly defined.

The alerts, interventions, maintenance contracts and equipment systems are registered in the client's details page and remain in it's history.

The repair alerts correspond to the client's claims. This type of alerts can be marked as urgent/non urgent and resolved/not resolved.

To keep record of the repairs, each request of a client should become a repair alert in the system.

The technical department can schedule an intervention.

After the intervention has been carried out, the observations can be added to the batabase for a complete history of the equipments (observations for each equipment, specific documents, date, time and duration of the intervention). The intervention documents can be scanned and added to the database.

For installations, the commercial department can generate an alert when adding a new order or contract in the database. These alerts receive the "Installation" type.

Based on the allert informations, the technical team can update the client's list of equipments and systems and to schedule a date for the installation.

The intervention can be marked as executed.

The interventions status is related to the status of their alert. If the intervention is marked as executed, the status of the alert becomes "Resolved".

The maintenance contracts can have the following types: maintenance, maintenance parts, repair and repair parts. When adding the contract, choose the corresponding options. You can also opt for all of them at once.

For the maintenance activity management, the technical team must add the contracts to the database, with the list of equipments it reffers to.

For each equipment, you can mention the frequence of the routine maintenance interventions, in months. The system automatically generates the intervention alerts, according to the set frequency. The alerts are generated for the first ady of the month.

The service departments can then schedule interventions for each alert.

All maintenance events, alerts, interventions and contracts can be filtered based on various criteria, in the "Service" general module.

In the "Equipment maintenance" page, the secondary menu contains all searching options.

From the available criteria, you can unse only the ones that are relevant to the search. A search with no given criteria returns a list of maximum 200 entries.

You can use geographic criteria to filter the information in the database (region, area, track). The areas and tracks are defined in the database, as groups of regions.

You can access the maintenance activity history in two points:

The commercial and service events cand be coconsulted in a visual calendar. The calendar is part of the "Clients Agenda" and "Service" modules and presents separately the two types of visits.

The service calendar can be accessed in the secondary menu of the main page.

The calendar displays the service events, according to the schedule. In the "Add intervention" page, you can use the "Planned hour and duration" field to manage the visits in the calendar.

For each event in the calendar, the system displays the hour, client and purpose.

Each event is a direct link to its details page in Solis.

You can choose between three displaying modes:

For any displaying mode you choose, you can use the "Next" and "Previous" buttons to navigate to the next/previous day/week/month