The Maintenance Entry screen is used to record maintenance activity for one or more Assets. You can schedule maintenance on this screen and record when maintenance was completed and the condition of the asset.
1.To access this screen, from the Main screen, select Asset Management > Maintenance Entry.
OR
From the Main screen, select Lists > Asset List. Highlight an Asset in the Asset List, then click the Maintenance icon on the toolbar. The Maintenance Entry screen appears. Note that if you access the Maintenance Entry screen from the Asset List, the screen will appear populated with the selected Asset's information and any scheduled maintenance.
2.The Maintenance Entry screen offers two modes of Asset selection - Filter and Custom Filter:
Filter is the default selection mode, allowing you to select the Assets for which you want to record a Maintenance Entry by specifying any combination of values for the four filter criteria: Asset Tag, Location, Department and Date Due.
Date Due will select those Assets with a scheduled Next Date that occurs on or before the Date Due specified. The Next Date is set on the Edit Asset > Maintenance tab.
Note: Pinning can be used with Maintenance Entry transactions. Pinning allows you to "lock" the information entered into a field. This is convenient if, for example, you are entering multiple new assets for a particular site and location. You can enter the site and location once, then pin them. The fields will retain the information you entered through each new entry until you unpin them. In the example screen shown below, values are entered in the Site, Location and Department Code fields. These three fields were Pinned by clicking on their 
pushpins, causing them to look like 
this. Click the pushpin again to unlock the field for entry of a different value.
Custom Filter may be selected instead of Filter. This makes use of the Simple Find or Advanced Find forms to select the Assets for which you want to record a Maintenance Entry.
3.The assets matching your criteria will appear in the grid. You can manually limit the list of Assets further by highlighting only those assets in the list for which you want to create a maintenance entry. To multi-select, hold down the CTRL key while clicking on assets with your mouse.
The Select All button can be used to highlight all the records found by your choice of filter criteria. De-Select All can be used to clear any selections previously made
The Detail button will open Edit Asset screen for a highlighted record. You can view or modify the Asset record prior to recording the Maintenance Entry. If more than one record is selected, the Detail button will be disabled.
4.If the maintenance is completed, select the Complete checkbox. You can also specify a Completion Date, the Asset's current Condition and the Cost of the maintenance. The Complete checkbox does not need to be selected to enter a Completion Date, Condition or Cost.
5.Enter a Description of Maintenance for this Maintenance Entry. The Description of Maintenance field allows you to enter a brief overview of the maintenance performed. You can type a one-time entry into the Description field, or you can set up recurring descriptions from which you an select.
5.a.To setup descriptions, click the ... button above the Description of Maintenance field. The Maintenance Selection screen appears:
5.b.Any descriptions you already have setup will appear in the Maintenance Short Name Description field. To enter a new description, click the New button. A new entry will appear in the Maintenance Short Name Description field:
5.c.Enter a name for this maintenance.
5.d.Click in the Details section, then type in the description for this maintenance.
5.e.Click Apply to save your changes.
5.f.Select which maintenance description you want to use by checking the desired listing, the click the OK button. Your selection will be added to the Description of Maintenance field.
6.When all required fields have been completed, the Save button will be enabled. Click Save to save your changes or click the Close button to exit without recording a Maintenance Entry.
Entering Maintenance Prior to Due Date: If maintenance is entered for an asset before that maintenance schedule is due, the following screen appears:
Select Yes if you want to advance the schedule. This means the maintenance will be marked completed for this period and the due date will be moved to the next due date on the schedule.
Select No to keep the current due date. The maintenance will be marked completed but the due date will stay the same.