1. To view a list of tools that are currently due or overdue for maintenance, navigate to Production, then Tools, then Tools Needing Maint. Here you can view a company-wide list of tooling maintenance data.
2. Navigate to the Tools List by clicking Production, Tools, then Tool List. On the Tools List, you can view data such as tool manufacturers, work locations, and maintenance dates. Red indicates that the tool is already late for its scheduled maintenance and yellow means it's within seven days of the deadline.
3. To add a new tool to the list, click the blue Add New Tool button. Fill out all relevant fields for the tool, and schedule your first maintenance date in the Next Maintenance / Calibration Date field. Once finished, go to the bottom of the screen and press the Submit button. To return to the Tool List, click the blue Back To All Tools link near the top of the screen.
4. From the Tools List screen, click into a tool using its Asset Number link on the left. In the tool record, log maintenance by clicking Perform Maintenance in the left side menu. Enter maintenance notes and record the maintenance type, date, and results. Click View on the left to return to the main tool record screen.
5. Using the left side menu, click the Documents link to upload and view documents related to tool calibration, use the Notes link to log notes related to the tool, or use the Edit link to keep the tool info up to date.