Create and Manage Maintenance

Schedule and manage recurring maintenance activities such as software patch update, server memory upgrade, printer cartridge replacement, WiFi maintenance, and more. This ensures that maintenance activities are planned in advance and performed on a regular basis.

Maintenance can be scheduled for Requests and Changes.

Currently, change maintenance is available only in the Enterprise edition and as a change add-on for other editions.

Role Required

Technicians should have one of the following roles to schedule maintenance activities:

SDAdmin
SDMaintenanceManager
HelpdeskConfig
Add Request Maintenances to schedule request maintenance.
Add Change Maintenances to schedule change maintenance.

You can configure custom permissions for the maintenance module under Setup > Users & Permissions > Roles.

Create and Schedule Maintenance

Go to Maintenance.
Choose the required module from the module filter.
Click New Maintenance.
Select a relevant template.
Change maintenance-only: Select the required workflow.
Fill out the necessary fields.
Click Next to schedule the maintenance.

Request Maintenance Form

Change Maintenance Form

On the Schedule page, provide the following details:
- From: Select a date and time to begin the maintenance.
- Frequency: Select a time frame from the drop-down to schedule requests/changes. Enable Advanced to specify how often the maintenance must occur.

Frequency	Description	Advanced Options
Once	To schedule maintenance once.	-
Daily	To schedule maintenance every day.	Specify whether the maintenance should run only on weekdays.
Weekly	To schedule maintenance every week.	Specify the days of a week on which maintenance must occur.
Monthly	To schedule maintenance every month.	Specify the months, dates, and time when maintenance must occur.
Yearly	To schedule maintenance every year.	Specify the months and days when maintenance must occur.

Ends: Select a time frame to end the maintenance schedule.
After scheduling, click Finish.

Requests/Changes will be created automatically under the respective modules at the scheduled time.

List View Operations

Generate Requests Instantly - Click beside a maintenance to create a request/change instantly.

Edit/Delete/Suspend/Resume - Click beside a maintenance to edit, delete, or suspend it. For a suspended maintenance, the Resume option will be available. Suspended maintenance is sealed SUSPENDED in their details page.

Bulk Delete - To delete maintenances in bulk, select them and click Delete on the toolbar.

Column Chooser - Click Column Chooser to select the fields that you need on display.

Search - Use to search through maintenances based on criteria.

Filter - Use States and Sites filter to display data based on specific states and sites. You can filter request maintenances based on the request type: incident, service, or both.

Row Color Settings - Click the Row Color Settings icon to color code the request/change maintenance. Know more.

Table Settings - Click the Table Settings icon to customize the list view by configuring Records Per Page, Sort By Column, and Refresh Frequency.