Fields in the Maintenance Tab in the Maintenance Screen

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The Maintenance tab in the Adding New Maintenance and Editing Maintenance screens contains the following fields, which are separated by area.

Maintenance area

Use the Maintenance area to track basic information about the maintenance task.

Nature: Select the nature of the maintenance.
Occurred Between: Enter or select the date and time the maintenance began.
And: Enter or select the date the maintenance ended.
When Reported: Enter or select the date and time the maintenance was reported. By default, the current date and time are populated.
Client: Select the client connected to the maintenance.
Link to Place check box: Select this check box to link the client selection to the place selected in the Street or Place Name field of the Address field. When this check box is selected, the Client field is view-only. When a place is selected, the client connected to that place is automatically entered in the Client field. If the place is changed, then the client is updated. If the Link to Place check box is cleared, then the Client field can be modified, and selecting a place has no effect on the Client field.

NOTE: Clients are connected to places by your administrator.
On Save and Close: Select the desired check boxes to perform certain actions when the Save and Close button is clicked. If the Add Contacts as Watchers check box is selected, then any contacts from Client or Site records associated with the record are added as watchers to the record. If the Email Watchers check box is selected, then any watchers are emailed the report.

Use the Location area to track the location of the maintenance task.

Address: Enter the street address. See the article “Entering Addresses.”
Address Directions/Notes: Enter any notes about the address. For example, directions or dangerous animals. This information is connected to the address, apart from the Maintenance record.
Maintenance Location Notes: Enter any notes about how the maintenance is connected to the address. This information is connected to the Maintenance record, not the address.

Use the Officers area to track the officers involved in the maintenance.

Responsible Officer: Select the name of the officer reporting the maintenance.
Responsible Agency: Select the agency responsible for the maintenance.

Use the Local ID Numbers area to track local identification numbers for the maintenance.

Type: Select the type of identification number. Your administrator creates the types.
Number: Enter the identification number.

Use the Comments area to add additional information to the record. See the article “Using the Comments and Narrative Tabs.”