> For the complete documentation index, see [llms.txt](https://docs.skadii.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.skadii.com/documentation/docs-en/tools-and-functions/maintenance-overview/general-questions.md). # General questions How to use the Maintenance Overview tool – Frequently asked questions ### General use

How do I open Maintenance Overview?

To open the Maintenance Overview tool, simply click the Maintenance Overview icon (blue circle) in the sidebar.

Why can't I see the Maintenance Overview icon in the sidebar?

If *Maintenance Overview* is not displayed in your sidebar, click the four dots (“All applications”) at the bottom left and select *Maintenance Overview* from the list. The icon will then appear in the sidebar.

What functions does Maintenance Overview offer?

Maintenance Overview offers the following functions: * Plan, manage, and document maintenance * Create, edit, import, and export maintenance plans * Organize maintenance for ropeways, piste vehicles, snowmaking systems, and other equipment * View open and due maintenance at a glance * Carry out and document maintenance steps * Record working hours * View maintenance histories * Use work instructions * Manage spare parts * Carry out maintenance on the go and offline * Keep planned maintenance and faults in view at a glance

What can I maintain with Maintenance Overview?

With Maintenance Overview, you can digitally manage and document the maintenance of various objects, such as ropeway systems and fleet vehicles. These include, for example: * Ropeway systems * Snowmaking systems * Piste vehicles * other fleet vehicles and machinery * Infrastructure and buildings * manually created objects, e.g. fire extinguishers, tools, etc. If you would like to integrate third-party objects or need further information about them, please contact skadii support.

skadii support

What are maintenance, checks, and faults?

Maintenance, checks, and faults help you monitor the condition of your systems, vehicles, and other objects, plan work, and document events in a traceable way. * **Maintenance** Planned maintenance work for the regular servicing of objects to prevent failures. * **Checks** Regular inspections or checks to assess the condition and detect possible problems early. Checks can, for example, be carried out daily. * **Faults** Unplanned defects, problems, or events. Record a fault when an issue needs to be documented or resolved.

When can I start a maintenance task?

Before you can **start a maintenance task** you must **have at least one maintenance plan** available. This maintenance plan must be **assigned and then started** . How to proceed: [#wie-kann-ich-einem-vorhandenen-objekt-einem-wartungsplan-zuweisen](#wie-kann-ich-einem-vorhandenen-objekt-einem-wartungsplan-zuweisen "mention")

How does the search function work in Maintenance Overview?

Using the search bar, you can find maintenance steps in the currently open view. The search looks through the fields “**Description**” and “**Comment**”. Simply enter a search term in the search bar. The view will then be filtered and will show only the matching results.

{% hint style="info" %} **Note:** The search is always limited to the currently open view. For example, if you are inside a maintenance group, only the maintenance steps of that group and its subgroups are searched. {% endhint %} **The search currently does not include:** * Objects or systems * Spare parts * other areas outside the current view If you want to search for a specific object, status, or assigned person, use the filter area. \ [#wartungsubersicht-and-filter](#wartungsubersicht-and-filter "mention") Use the search bar if you want to find a specific maintenance step by description or comment. Use the filters if you want to narrow your search by objects, status, responsibilities, or other criteria.

How are assigned users notified?

If you assign a maintenance, a check, or a fault to a person, that person receives a notification via the **skadii mobile app**. The assigned person can then **filter and edit their tasks directly**. * Open Maintenance Overview. * First, select the respective category maintenance, check, or fault at the top. * Then select the filter “**Assigned to**” and click “**My**”.

* Check the assigned tasks. * Edit the desired maintenance, check, or fault {% hint style="info" %} **Note:** Using user permissions, you can restrict which tasks a person may see. With the role “**MM\_Operator**” a user sees only the open tasks assigned to them or their own open tasks. This keeps tasks clear and employees see only the maintenance steps relevant to them. {% endhint %}

Do I need an internet connection to use Maintenance Overview?

No, you can also use Maintenance Overview **without an active internet connection**. However, the offline function is available **only in the skadii mobile app**. To work offline, you must **first sign in with an active internet connection** successfully **in the skadii app**. Also make sure that the required data has already been synchronized. You can then edit and document maintenance, checks, and faults even in areas without network coverage. As soon as an internet connection is available again, your **changes are automatically synchronized with the system**. {% hint style="info" %} **Note:** The offline function is not available in the web or desktop version. {% endhint %}

{% hint style="info" %} Before a **maintenance task** can be started, **have at least one maintenance plan** it must be available and assigned. {% endhint %} ### Maintenance plans

What types of maintenance plans are there?

Maintenance Overview supports different types of maintenance plans. You can use manufacturer maintenance plans, adapt them, or create your own maintenance plans. * **Standard maintenance plan:** Use a predefined maintenance plan from the manufacturer and assign it to an object. Available manufacturer updates can be adopted if needed. * **Customized maintenance plan:** Use a manufacturer maintenance plan as a basis and adapt maintenance steps, intervals, or content to the requirements of your operation. * **Self-created maintenance plan:** Create an individual maintenance plan for your objects. This option is suitable if no suitable manufacturer maintenance plan is available or if you want to map your own maintenance processes. {% hint style="info" %} **Note:** Check in advance whether a suitable manufacturer maintenance plan is already available for your object (systems, vehicles, ...). Depending on type and year of manufacture, different maintenance plans may be available. {% endhint %}

How can I tell whether a maintenance plan was standard, customized, or self-created?

If you are in the **plan editor** the maintenance plans are listed according to the selected filter. In the column **“Type”** you can see which type of maintenance plan it is (standard, customized, or self-created).

{% hint style="info" %} **Note:** If an update icon is displayed in front of the maintenance plan, you can click it to update the maintenance plan. {% endhint %}

Where can I find the maintenance plans?

You can find the maintenance plans in Maintenance Overview under **Settings**. There you can **plan editor** open the plan editor and manage all available maintenance plans. How to proceed: * open Maintenance Overview * click on “**Settings**”. * open the “**plan editor**”. * select at the top left in the **filter a category** out * it will now show you all maintenance plans for the selected category

In the plan editor, you can also: * view existing maintenance plans * assign maintenance plans * adapt existing maintenance plans * create new maintenance plans * map your operation's individual maintenance requirements {% hint style="info" %} **Note:** The Settings area is only available with the user role “**MM\_Manager**”. Depending on the selected category, such as system, type, and year of manufacture, different maintenance plans may be displayed. {% endhint %}

How do I check whether a manufacturer maintenance plan is available?

You can check whether a suitable manufacturer maintenance plan is already available for a system, vehicle, or other object. How to proceed: * Open Maintenance Overview. * Go to Settings and open the plan editor. * Select the appropriate “**Category**” from the filter at the top left. * Check the maintenance plans displayed for this category. * Search for the suitable manufacturer maintenance plan. * Click the desired maintenance plan. * Click on “**Manage model types**”.

A new view opens. There you can see which objects are already linked to this maintenance plan and which objects can still be assigned.\ [#wie-kann-ich-einem-vorhandenen-objekt-einem-wartungsplan-zuweisen](#wie-kann-ich-einem-vorhandenen-objekt-einem-wartungsplan-zuweisen "mention")

The objects already assigned to the maintenance plan are shown at the top. At the bottom, you can see the objects that generally fit this maintenance plan and can still be assigned. {% hint style="info" %} **Note:** If the suitable manufacturer maintenance plan is available, you can assign it to the desired object. Afterwards, the object still needs to be configured so that Maintenance Overview can calculate the maintenance tasks and dates. {% endhint %}

How is a maintenance plan created automatically?

A maintenance plan is **not automatically recreated.** Maintenance Overview uses **existing** maintenance templates or individually created maintenance plans for this. First, check whether a suitable **manufacturer maintenance plan is available** for the respective system, vehicle, or other objects. How to proceed: * Open Maintenance Overview. * Go to “**Settings**”. * Open the “**plan editor**”. * Select a “**Category**” from the filter at the top left. * [#wie-prufe-ich-ob-ein-herstellungsplan-vorhanden-ist](#wie-prufe-ich-ob-ein-herstellungsplan-vorhanden-ist "mention") * Assign the maintenance plan to the desired system, vehicle, or operating equipment. [#wie-kann-ich-einem-vorhandenen-objekt-einem-wartungsplan-zuweisen](#wie-kann-ich-einem-vorhandenen-objekt-einem-wartungsplan-zuweisen "mention") * The system then automatically creates the upcoming maintenance tasks and dates based on the stored intervals. You can also use a customized or self-created maintenance plan. As soon as you assign it, the system also automatically creates the upcoming maintenance tasks according to the defined intervals. \ [#wie-erstelle-ich-einen-neuen-wartungsplan](#wie-erstelle-ich-einen-neuen-wartungsplan "mention")

How do I create a new maintenance plan?

To create a new maintenance plan, you need the user role “**MM\_Manager**”. With this permission, you can open the **Settings** area in Maintenance Overview and use the **plan editor** . How to proceed: * open Maintenance Overview * click on “**Settings**”. * open the “**plan editor**”. * click the “create new maintenance plan” button in the top right next to the search bar

* fill out the provided template * **save** the maintenance plan * then assign the maintenance plan to the desired system, vehicle, etc. [#wie-kann-ich-einem-vorhandenen-objekt-einem-wartungsplan-zuweisen](#wie-kann-ich-einem-vorhandenen-objekt-einem-wartungsplan-zuweisen "mention") You can create a **maintenance plan in different ways:** * adopt an existing manufacturer maintenance plan or an existing template * customize an existing maintenance plan * create a completely new maintenance plan manually * create a new maintenance plan via Excel upload After assignment, the system automatically creates the upcoming maintenance tasks based on the defined maintenance steps and intervals.

How can I edit a maintenance plan?

You can edit a maintenance plan in Settings, in the plan editor, if you have the user role “**MM\_Manager**”. There you can adjust maintenance steps, intervals, measurements, attachments, tags, and other information. How to proceed: * Open Maintenance Overview. * Go to Settings and open the plan editor. * Select the appropriate “**Category**” from the filter at the top left. * Click the desired maintenance plan. * Click the three dots to the right of the desired maintenance step.

* Select “**Edit maintenance**”.

* Adjust the desired values. * Save the change. *** The three-dot menu also gives you access to further functions: * “Copy maintenance”, to copy the maintenance step * “Move maintenance”, to move the maintenance step * “Delete maintenance”, to delete a maintenance step * “Add measurement value”, to add a measurement value * “Add tag”, to add tags * “Manage attachments”, to add a file or a link

*** The **Name of the maintenance plan** You can edit it using the pencil icon next to the plan name.

**Save** your changes after you have adjusted the maintenance plan. Changes to the maintenance plan affect future maintenance. Maintenance that has already been completed and documented remains unchanged. If you want to use a **maintenance plan in** **multiple languages** To use it, click the globe icon in the top right. Select the desired languages and confirm the selection with “Confirm”. Then enter the content separately for each activated language so that it is displayed correctly later.

How can I update a maintenance plan?

If you are in **plan editor** it, the maintenance plans are listed according to the set filter. If there is between the **maintenance plan title** and the column **“Type”** a **update icon** , an update is available for this maintenance plan.

* Click the update icon when it is **dark blue** displayed. * A list of the changes that will be applied to the maintenance plan opens. * **Accept** the proposed plan changes to update the maintenance plan.

How can I assign an existing object to a maintenance plan?

To assign a maintenance plan to an existing object, you need the user role “**mm\_admin**”. With this permission, you can manage maintenance plans and assign objects in the plan editor. How to proceed: * Open Maintenance Overview. * Go to **Settings** * Open the **plan editor** * Open the desired maintenance plan * Click on “**Manage model types**”.

* Select the desired object that you want to add to this maintenance plan * Go **back to the overview** of all maintenance plans * Find the maintenance plan to which you assigned the object * Click next to the maintenance plan on the **newly assigned object** (in white)

* Follow the remaining steps of the setup process * Enter the requested information, for example the date of first use or the current operating hours

* Click on “**Complete setup**”. After completion, the object is fully set up and assigned to the maintenance plan. The corresponding **maintenance tasks will then be displayed in the “Maintenance” tab**. {% hint style="info" %} **Note:** In the overview - plan editor, you can see all existing maintenance plans as well as the objects already assigned to them. **Objects marked in blue** are already assigned to a maintenance plan. **Objects outlined in white** are not yet assigned to any maintenance plan and can be selected. {% endhint %}

Make sure that the maintenance plan matches the selected category and the respective product type. A **maintenance plan can be assigned to multiple objects** A **object, however, can only ever be assigned to one maintenance plan at a time** .

How can I remove a maintenance plan assignment?

To remove the assignment of a maintenance plan to an object, you need the user role “**MM\_Manager**”. With this permission, you can manage in the plan editor which objects are assigned to a maintenance plan. How to proceed: * Open Maintenance Overview. * Go to “**Settings**”. * Open the “**plan editor**”. * Select the appropriate **Category** category from the filter at the top left, for example piste groomers, ropeways, or snowmaking systems, etc. * Open the desired maintenance plan. * Click on “**Manage model types**”.

* A new view opens. * Check the objects already assigned to the maintenance plan at the top. * Check the objects that can still be assigned to the maintenance plan at the bottom. * Click the blue check mark of the object you want to remove at the top next to the assigned objects. * As soon as the blue check mark disappears, the assignment has been removed.

After the assignment is removed, no new maintenance tasks from this maintenance plan will be created for this object. This includes completed maintenance tasks, checks, faults, and the entire maintenance history.

How can I start an assigned maintenance plan?

After you have assigned a maintenance plan to an object, you must start it once. Only then will Maintenance Overview display the appropriate maintenance tasks and dates for this object. You can recognize the status by the appearance of the tile: * A **white tile** means: The maintenance plan is assigned, but not yet started. * A **completely blue tile** means: The maintenance plan has already been started.

How to proceed: * Open Maintenance Overview. * Go to “**Settings**”. * Open the “**plan editor**”. * Select the appropriate “Category” from the filter at the top left. * Find the desired maintenance plan in the overview. * Click the assigned object with the **white border.**

* A new setup view opens. * Check the information displayed. * Add any missing information. For example, indicate whether maintenance steps that were already due were completed on schedule.

* Click on “**Complete setup**”. After completion, the object is displayed in dark blue in the overview. The maintenance plan is now started and the corresponding maintenance tasks are displayed in the “Maintenance” area. {% hint style="info" %} **Note:** A white border means that the object has already been assigned to the maintenance plan, but still needs to be set up. Once the object is displayed in dark blue, setup is complete. {% endhint %}

How can I create a new object and assign it to a maintenance plan?

If an object does not yet exist in skadii, you must first create it in the “**Object Editor**”. After that, you can assign it to a maintenance plan in Maintenance Overview and set it up. **Create new object:** * Open the Object Editor * Create the desired object and store the required master data * Save the object. It will then be available in Maintenance Overview in the category selected previously [Object Editor](/documentation/docs-en/overview-and-setup/map-view/object-editor.md#wie-kann-ich-ein-objekt-auf-der-kartenansicht-hinzufugen) **Select maintenance plan:** * Open the Settings → Plan Editor section as MM\_Admin * Select the appropriate category (e.g. ropeway, piste groomer, or snowmaking system) * Select an existing maintenance plan (created template) or create a new maintenance plan **Assign object:** * Open the desired maintenance plan * Switch to “**Manage model types**”. * Unassigned objects are listed below * Click the desired object to start the assignment **Complete setup:** Depending on the object type, different information is requested, for example: * Date of first use * Current operating hours * Other object-specific values * Then click on “**Complete setup**”.

What happens to maintenance tasks that have already been completed when the maintenance plan is changed?

Maintenance tasks already completed **remain in the maintenance history.** They are not deleted when you change a maintenance plan or reassign it to an object. The system checks the maintenance tasks that have already been documented and marked as completed. Based on this, it recalculates the **next due dates automatically.** This keeps the maintenance history traceable and the maintenance intervals continue correctly. {% hint style="info" %} **Note:** Changes to the maintenance plan mainly affect future maintenance tasks. Already completed maintenance tasks remain visible. When making changes to manufacturer maintenance plans, check for possible effects on warranty, guarantee, or service claims. {% endhint %}

What happens to maintenance plans for decommissioned systems?

For decommissioned systems, the **maintenance plan and maintenance history are retained**. Already documented work is not deleted and can still be traced. You can find decommissioned systems in the area “**Maintenance**" all the way at the bottom under “**Decommissioned**”. There you can view the complete maintenance history, including all maintenance steps that have already been carried out. {% hint style="info" %} **Note:** If a decommissioned system or object is used again later, it can be continued with the existing maintenance plan if needed. This keeps all previous work fully documented. {% endhint %}

How can I export a maintenance plan?

You can export maintenance plans as an Excel file. The export is suitable, for example, for evaluations, documentation, budget planning, or further analyses in Excel. How to proceed: * Open Maintenance Overview. * Open the plan editor and then click the desired maintenance plan * Click the button “**Import / Export**”.

* The Excel file will then be downloaded. Depending on **the current view** you can export individual maintenance steps, groups of maintenance steps, or an entire maintenance plan.

### Maintenance management

How do I start a maintenance task?

Before you can start maintenance, the **maintenance plan must be assigned and set up for the respective object**. Only then will the object be displayed in “**Maintenance**”. Here you will find **all information about the maintenance plans**: [#wartunsplane](#wartunsplane "mention") After setup, the object is available in “**Maintenance**”. Here's how to start maintenance: * Open in the bar at the top **Maintenance**

* Filter by your **desired object** or select the desired object directly from the list * Click the due or scheduled maintenance task * Carry out the individual **maintenance steps** . * Add notes, photos, or spare parts if needed * Use the control to the left of the description to mark the maintenance steps as completed

{% hint style="info" %} **Note:** The system automatically takes existing maintenance histories into account. If maintenance tasks have already been carried out and marked as completed, the system calculates the next due dates based on the existing history and the defined intervals. Assigned employees can view their maintenance tasks using the filter “Assigned to” → “Mine”. Users with the “MM\_Operator” role see only their own or assigned maintenance tasks. {% endhint %}

What information do I need to complete a maintenance task?

Which information you need to record when completing a maintenance task depends on the respective **maintenance step and the requirements in the maintenance plan** . In many cases, it is sufficient to mark the maintenance step as **completed** . In addition, depending on the maintenance task, you can **document further information** . These include, for example: * *Notes or comments on the work carried out* * *Photos for documentation* * *spare parts used* * *required working hours* * *working hours under “warranty”* * *current operating hours, for example for unconnected objects* * *an assigned person* * *further information defined in the respective maintenance step* After completion, the information is saved in the maintenance history. This keeps the work carried out traceable at all times. {% hint style="info" %} **Note:** Depending on the maintenance plan, certain details may be defined as required fields. Fill in this information before completing the maintenance step. The system automatically takes already completed maintenance tasks into account when calculating future due dates. {% endhint %}

How can I trace previous values or irregularities in a maintenance task?

If a specific value is to be documented for a maintenance task, for example a pressure, a temperature, or a meter reading, it is best to use the “**Add measurement value**”. How to proceed: * Open Maintenance Overview. * Go to Settings and open the plan editor. * Select the appropriate “**Category**” from the filter at the top left. * Open the desired maintenance plan. * Find the maintenance step to which you want to add a measurement value. * Click the **three dots**.

* Select “**Add measurement value**”.

* Select the desired measurement value. * Click on “**Confirm**”. * Enter the required measurement values in the detail view.

* Save your changes. This keeps the value traceable even during future maintenance tasks. If the task is carried out again later, a new value can be entered again. The previously recorded values remain visible in the history. If no suitable measurement value is available, you can also add a “**custom measurement value**”. You can find more information here:\ [#wie-fuge-ich-einer-aufgabe-einen-messwert-hinzu](#wie-fuge-ich-einer-aufgabe-einen-messwert-hinzu "mention")

How do I add a measurement value to a task?

To add a measurement value to a task, you need the “**mm\_admin**” role or the corresponding permission to edit maintenance plans. How to proceed: * Open Maintenance Overview. * Go to Settings and open the plan editor. * Select the appropriate “**Category**” from the filter at the top left. * Open the desired maintenance plan. * Find the maintenance step to which you want to add a measurement value. * Click the **three dots**.

* Select “**Add measurement value**”.

* Select the desired measurement value. * Click on “**Confirm**”. * Enter the required measurement values in the detail view.

* Save your changes. *** If **no available sensor** is available, create a **custom measurement value** : * In the “**Measurement value**” field, select the option “**Custom**”.

* Enter a name for the measurement value and define the appropriate unit.

* Click on “**Confirm**”. * Save the change in the maintenance plan. Once the measurement value has been added to the task, an additional input field appears when the maintenance step is carried out. The measured value can be entered there.

*** In maintenance tasks, you can use the “**history icon**” next to the input field to display the measurement values recorded earlier. This way, you can also check next year whether there were already any irregularities with this value.

A comment can contain additional information about the current execution.

How do I mark my maintenance step as completed?

You can mark a maintenance step as completed in the maintenance overview as soon as the work has been carried out. To do this, click the small dot next to the description of the maintenance step. Once a green check mark is displayed, the maintenance step is considered “**completed**”.

If you want to record additional information, click directly on the maintenance step and add, for example, notes, photos, spare parts, or working hours. Then click on “**Complete**”.

{% hint style="info" %} **Note:** You can mark maintenance steps individually as completed. It is not possible to complete an entire group of maintenance steps at the same time. {% endhint %}

How can I undo a completed maintenance task?

If you have accidentally marked a maintenance step **as completed by mistake** , you can reopen it. Completed maintenance steps are recognized by the **green** check mark. How to proceed: * Open Maintenance Overview. * Go to Maintenance at the top * In the left filter area, filter under **Status** for completed maintenance tasks * Find the completed maintenance step * Click the green check mark next to the description of the maintenance step you want to revert

* The maintenance step will then be displayed as open again and can be edited again Alternatively, you can also open the completed maintenance step directly. To do this, click the corresponding maintenance step. The detail view will then open. Click “**Reopen**” there to mark the maintenance step as open again. {% hint style="info" %} **Note:** You can only reopen individual maintenance steps. Resetting an entire group of maintenance steps at the same time is not intended. Information already recorded, such as notes, photos, working hours, or spare parts, remains documented. The system automatically takes the change into account when calculating future maintenance due dates. {% endhint %}

How can I assign individual maintenance steps to someone?

You can assign individual maintenance steps **directly to a specific person**. This ensures that the responsible person knows which task they are supposed to work on. How to proceed: * Open Maintenance Overview. * Go to Maintenance at the top * Open the desired maintenance task * Click the corresponding maintenance step to open it * Click the first field and select the person to whom you want to assign the maintenance step

* Click **not on “Complete” but on "Close"**, if you want to assign the maintenance step only and not complete it yet After assignment, the **selected person receives a notification in the skadii app.** The person can then quickly find and edit the task using the filter “**Assigned to**” → “**My**”. {% hint style="info" %} **Note:** Assignment always takes place at the level of the individual maintenance step. Different maintenance steps within the same maintenance task can therefore be assigned to different people. Users with the “MM\_Operator” role see only their own or assigned tasks. This means employees only see the maintenance tasks that are relevant to them. {% endhint %}

How can I attach a spare part to a maintenance step?

You can document spare parts directly with a maintenance step. This keeps it traceable which parts were used during a maintenance task. How to proceed: * Open Maintenance Overview. * Go to Maintenance * Open the desired maintenance task * Click the corresponding maintenance step * Select “**+** **Add spare part**”.

* Select an existing spare part and click on “**Add spare part**”. * If needed, enter additional information, such as unit price, quantity, or warranty information * Click **not on “Complete” but close the window**, if you want to assign the maintenance step only and not complete it yet If you have the corresponding permission, you can also create a new spare part. * Click on “**+ Add spare part**”. * The inventory view opens * Click “**+ Add spare part**”.

* Enter all required information for the new spare part * Save the new spare part

How can I add a new spare part to a maintenance step?

You can create a new spare part directly from the maintenance step and then attach it to the maintenance step. How to proceed: * Open Maintenance Overview. * Go to Maintenance at the top * Open the desired maintenance task * Click the corresponding maintenance step * Select “**+ Add spare part**”. * The inventory view opens * Click “**+ Add spare part**”.

* Enter all required information for the new spare part * Click **not on "Complete" but close the window** After saving, the spare part is attached to the maintenance step and documented together with the maintenance task.

What happens to completed maintenance tasks?

Completed maintenance tasks remain **permanently stored in the maintenance history of the respective object**. All recorded information is retained, for example the date, notes, photos, working hours, spare parts, or other documentation. The system also uses completed maintenance tasks to calculate future maintenance due dates. As soon as a **maintenance step is marked as completed** , the next due date is calculated automatically based on the defined intervals and the existing maintenance history. You can recognize completed maintenance tasks by the **green check mark**. You can also display them specifically using the filter “**Status**” → “**Completed**”. If a maintenance step **was accidentally marked as completed** , you can reopen it. To do this, open the maintenance step and click “**Reopen**”. Alternatively, in the overview **you can click the** green check mark

How can I export a maintenance task?

You can export the entire maintenance table directly from Maintenance Overview as an Excel file. How to proceed: * Open Maintenance Overview. * Go to the maintenance overview * Click the “**Excel icon**”.

* The maintenance table will then be exported and downloaded as an Excel file. {% hint style="info" %} **Note:** The export contains the maintenance tasks currently displayed. If you have filters set, only the currently visible entries will be exported. Remove active filters if you want to export the entire maintenance table. {% endhint %}

### Maintenance overview & filters

How can I filter maintenance tasks?

You can filter maintenance tasks using the filter options on the left side.

* First select a **Category** in the top filter area, for example ropeway, snow groomer, or snowmaker, etc. After you have selected a category, you can also filter by the **exact object**. * You can also filter maintenance tasks by the assigned person. Under “**Assigned to**”, you can choose whether you want to **display all maintenance tasks, only your own maintenance tasks, or the maintenance tasks of other people** . In addition, you can filter by **specific people**who are responsible for a maintenance task. * You can filter maintenance tasks **by status**, for example by open maintenance tasks, completed maintenance tasks, or both. * In addition, you can filter by maintenance type, for example by maintenance task or fault. * If needed, use additional filters, for example by kilometers or by a specific time period. {% hint style="info" %} **Note:** A filter is active as soon as the corresponding button is highlighted in blue. Gray means that no filter is set. Reset the filters if you are looking for a specific maintenance task or if no maintenance tasks are displayed anymore. {% endhint %}

How can I filter maintenance tasks by category (object type)?

You can filter maintenance tasks using the filter options on the left side. * Under “**Category**”, select the desired category, for example ropeway, snow groomer, or snowmaker, etc.

As soon as you select a category, you will be shown **only the maintenance tasks that belong to this category**. After selecting a category, you can also filter by the exact object if needed. {% hint style="info" %} **Note:** Reset the category filter if you want to display all maintenance tasks again or cannot find the maintenance task you are looking for. {% endhint %}

How can I filter maintenance tasks by date or time period?

You can filter maintenance tasks using the filter options on the left side. * Select the desired time period for which you want to display the maintenance tasks. For example, you can filter by a specific date or by a time period (intervals).

Once the date filter is set, only the maintenance tasks that fall within this period will be displayed. There is also the option to filter maintenance tasks by predefined maintenance intervals. {% hint style="info" %} **Note:** Reset the date filter if you want to display all maintenance tasks again or cannot find the maintenance task you are looking for. {% endhint %}

Where can I find my completed maintenance task?

* Open the Maintenance Overview tool and use the filter options on the left side. * Select **the “Completed” filter under “Status”**. Afterwards, only completed maintenance tasks will be displayed.

{% hint style="info" %} **Note:** If needed, reset all active filters if you cannot find the maintenance task you are looking for or if no maintenance tasks are displayed. {% endhint %}

How can I see which filters are set?

You can recognize set filters by the fact that the respective filter button **is highlighted in blue** . If a **filter is shown in gray** , this filter is not set. Several filters may be set.

{% hint style="info" %} **Note:** If you cannot find a specific maintenance task or no maintenance tasks are displayed, first check the filters that are set and reset them if needed. {% endhint %}

### Spare parts

How do I create a new spare part?

You can **create new spare parts directly in Maintenance Overview** and then use them in maintenance tasks, maintenance steps, or maintenance plans. How to proceed: * Open Maintenance Overview. * Open the **settings, then click Spare parts** * Click on “**+ Add spare part**”.

* Enter the required information for the spare part * Save the new spare part When creating a spare part, you can, for example, provide the following information: * Name\* * Internal ref. ID * Manufacturer ref. ID\* * Manufacturer * Category * Unit price * Object type\* **Required fields\*** must be filled in before you can save the spare part.

After saving, the spare part is added to the **spare parts list** . You can then use it in maintenance steps, store it in maintenance plans, or use it for evaluations and cost control. *** Alternatively, you can also **create a new spare part directly in a maintenance step** . How to proceed: * Open Maintenance Overview. * Go to Maintenance * Open the desired maintenance task * Click the corresponding maintenance step * Select “**+ Add spare part**”. * The inventory view opens * Click “**+ Add spare part**”. * Enter all required information for the new spare part * Save the new spare part Click **not on “Complete”**, if you only want to attach a spare part and not complete the maintenance step yet.\ [#wie-kann-ich-ein-ersatzteil-bei-einem-wartungsschritt-hinterlegen](#wie-kann-ich-ein-ersatzteil-bei-einem-wartungsschritt-hinterlegen "mention")

How do I add one or more new spare parts?

You can either create spare parts individually by hand or add multiple spare parts in bulk **via an Excel file**. To do this, go to Settings and then to Spare parts. #### **Create a single spare part** How to proceed: * Open Maintenance Overview. * Go to “**Settings**”. * Open the “**Spare parts**”. * Click “**+ Create spare part**”. * Enter the information for the new spare part. * Fill in all required fields. Required fields are marked with an asterisk “\*”. * Save the new spare part. After creation, the spare part is displayed in the spare parts list. You can then assign it to a maintenance step.\ [#wie-erstelle-ich-ein-neues-ersatzteil](#wie-erstelle-ich-ein-neues-ersatzteil "mention") #### **Add multiple spare parts via Excel** If you want to add multiple spare parts at the same time, use the import via an Excel file. How to proceed: * Open Maintenance Overview. * Go to “**Settings**”. * Open the “**Spare parts**”. * Click “**Import / Export**”.

* Select “**Export spare parts**” to download the Excel file.

* Open the downloaded Excel file. * Add the new spare parts in the file. * Fill in all required fields marked with an asterisk “\*”.

* Save the edited Excel file on your computer. Then upload the file again: * Go back to “**Settings**” → “**Spare parts**”. * Click again on “**Import / Export**”. * Select “**Import spare parts**”.

* Upload the edited Excel file. * Then check the spare parts list. All successfully imported spare parts are displayed automatically in the spare parts list and are available immediately. {% hint style="info" %} **Note:** If no spare parts are available yet, the exported Excel file will be empty. If spare parts already exist, they are shown in the file and can be edited if needed. {% endhint %}

How can I export/import the spare parts list?

You can export and import the spare parts list in the **settings under “Spare parts”**. Use this function to create larger spare parts inventories, maintain existing spare parts data, or edit data in Excel. #### Export spare parts list How to proceed: * Open Maintenance Overview. * Open the **Settings** * ``` * Open the “**Spare parts**”. ``` ``` * Click “**Import / Export**”.

* Select “**Export spare parts**” to download the Excel file.

* Open the downloaded Excel file. * Add the new spare parts in the file. * Fill in all required fields marked with an asterisk “\*”.

* Save the edited Excel file on your computer. ``` You can then use the exported file for analyses, documentation, or to maintain your spare parts data. #### Import spare parts list How to proceed: * Open Maintenance Overview. * Open the **Settings** * Select the “**Spare parts**” section * Click “**Import / Export**”. * Select “**Import spare parts**”.

* Upload the edited Excel file. * Then check the spare parts list. After import, the new spare parts are created and can be used in maintenance tasks, maintenance steps, or maintenance plans.

How do I add spare parts to a maintenance step?

* The inventory view opens * Click “**+ Add spare part**”.

* Enter all required information for the new spare part * Click **not on “Finish”** but close the window After saving, the spare part is attached to the maintenance step and documented together with the maintenance task.

How do I manage the spare parts in the maintenance task?

You can manage spare parts **directly in a maintenance step**. This makes it traceable which parts were used or required for maintenance. How to proceed: * Open Maintenance Overview. * Go to Maintenance * Open the desired maintenance task * Click the corresponding maintenance step * Go to the area “**Spare parts**”. * Add an **existing spare part** or edit a spare part that has already been stored [#wie-fuge-ich-ersatzteile-zu-einem-wartungsschritt-hinzu](#wie-fuge-ich-ersatzteile-zu-einem-wartungsschritt-hinzu "mention") * If necessary, click the pencil on the far right to add more information * For example, enter **quantity, unit price, warranty information** or comments * Click **not on “Finish”** but close the window You can also remove stored spare parts again if needed. The spare parts used are saved together with the maintenance step and remain traceable in the maintenance history. This makes it easier to evaluate costs, material consumption, and warranty claims later. {% hint style="info" %} **Note:** Spare parts can be added during the execution of maintenance. However, you can also assign spare parts to a maintenance step in a maintenance plan in advance. This way, the responsible person can see directly which parts are needed during execution. {% endhint %}

### Check Management

What is a check and what do I need it for?

A **check is a daily inspection task**. With a check, you inspect and document the condition of a system, vehicle, or object. Unlike maintenance, with a check you do **no maintenance work** on it. You inspect defined **checkpoints and confirm** them. Checks are used, for example, for daily inspections: * *before commissioning* * *during operation* * *after operation* For a task to be displayed as a check, it must **be defined as a daily task** in the maintenance plan. Only appropriately configured tasks then appear in the Checks area. Checks must be actively started and carried out every day. Only then can you document and complete the individual checkpoints. {% hint style="info" %} **Note:** With the role “**MM\_Operator**”, a user is granted access to the Checks category. This role is suitable, for example, for drivers or operators who are to carry out daily inspections. Checks are **not linked to the Logbook** (digital operations logbook). Execution and documentation take place directly in Maintenance Overview in the Checks area. If you identify defects or irregularities during a check, you can then create and track a maintenance task or issue from it. {% endhint %}

Where can I find the checks?

You can find all available **checks in Maintenance Overview** in the Checks area.

There you will see the daily checks that are relevant to you. Which checks are visible depends on which tasks were previously defined in the **maintenance plan** as daily checks. For a user to gain access to the Checks area, the appropriate permission must be assigned to them. The role **MM\_Operator** is often used for drivers or plant operators who carry out daily inspections. If defects or irregularities are identified during a check, you can create a **issue** from it and continue to track it.\ [#wie-melde-ich-eine-storung](#wie-melde-ich-eine-storung "mention")

How do I create a check?

How do I start a check?

You start a check in the Checks area in Maintenance Overview. There you will find all daily **inspection tasks that are available to you**. How to proceed: * Open Maintenance Overview. * Go to the Checks area * Select the desired check * Click on “**Start Check**"

* Edit the individual checkpoints * Add comments, spare parts, or irregularities if needed * Complete the check after execution You can narrow down the displayed checks using the filters. This helps you find the desired inspection task faster.

What information can I add to the checks?

You can **record various information** for a check. Which entries are possible or required depends on the configuration of the respective check. For example, you can add the following information: * Mark the check point as “**completed**” * **Notes** or add comments * **Photos** add for documentation * **working hours** enter * **working hours** record under “Warranty” * enter current operating hours, for example for unconnected objects * assign a task to another **person** * other individually defined **input fields** fill in

All recorded information is saved and remains traceable later. This means you can document irregularities, damage, or special observations directly in the respective check.

Where can I find my checks?

As soon as you are in the check overview, you can use the filters on the left side. * In the filter area under “Assigned to”, select whether you want to display all checks, only your own checks, or the checks of other people.

{% hint style="info" %} **Note:** If you select “All” or “Others”, you can additionally filter by specific people. \ Only those checks assigned to the selected person will then be displayed. {% endhint %} You might also be interested in: [#wo-finde-ich-die-checks](#wo-finde-ich-die-checks "mention")

Where can I find my completed checks?

As soon as you are in the check overview, you can use the filters on the left side. * Under “Status”, select the filter “**Completed**”. **and a time or period (calendar function)** so that only completed checks are displayed. * Under “Status”, select the filter “**Open**” so that only open checks are displayed.

{% hint style="info" %} **Note:** A filter is active as soon as the respective button is highlighted in blue. If the button is gray, no filter is set. {% endhint %}

How can I undo a completed or started check?

This function is unfortunately not currently available in skadii.

How can I filter the checks?

You can filter the checks using the filter options on the left side of the check overview.

* First select a category, for example ropeway, piste vehicle, or snowmaker, etc. \ After you have selected a category, you can additionally filter by the exact object. * You can also filter the checks by the assigned person. For example, you can display all checks, only your own checks, or the checks of other people. \ In addition, you can filter by specific people who are responsible for a check. * You can also filter the checks by status, for example by open checks or completed checks. * If needed, you can also filter by a specific period. {% hint style="info" %} **Note:** A filter is active as soon as the corresponding button is highlighted in blue. Gray means that no filter is set. Reset the filters if you are looking for a specific maintenance task or if no maintenance tasks are displayed anymore. {% endhint %}

What happens to completed checks?

Completed checks **remain stored in the system and can be traced at any time later**. All recorded information remains **available**, for example checked checkpoints, notes, photos, working hours, or operating hours. You can find completed checks in the Checks area. There, use the **filter “Status” → “Completed”**to specifically search for checks that have already been done.

Since checks are performed daily, a completed check has no effect on future checks. The respective check must be started and carried out again the next day.

### Issue Management

What is an issue and what do I need it for?

A **An issue is an unplanned problem, an event, a defect, or damage** to a system, a vehicle, or an object. Use an issue when a problem has been identified and needs to be fixed or documented. Unlike maintenance or a check, an **issue does not arise from a planned interval**. It is created when a problem is noticed during operation, during an inspection, or during maintenance. There are **two types of issues:** * **Minor problem**\ Record a minor problem if an irregularity or defect needs to be documented that does not currently significantly affect operations. * **Major problem**\ Record a major problem if there is a defect or issue that requires immediate action or can affect operational capability. Typical **examples of issues** are: * *defective components* * *technical malfunctions* * *damage to vehicles or systems* * *defects identified during a “check”* * *unexpected outages or operational problems* Issues help you **document and communicate problems in a structured way, define responsibilities, and track processing**. You can assign an issue to a **person and track progress in the system until it is resolved**. {% hint style="info" %} **Note:** If you identify a problem during a “check” or during ongoing operation, create an “issue” from it. This keeps the history traceable and ensures important information is not lost. {% endhint %}

Where can I find all issues?

You can find all **issues in Maintenance Overview** in the Issues area.

First select the appropriate “**Category**” in the filter area so that the correct objects and related issues are displayed. For example, if you select the Piste Vehicles category, you will only see the issues for the piste vehicles. Which issues are visible depends on the selected category, the available objects, and the filters set.

How do I report an issue?

You can report an issue directly in Maintenance Overview in the **Issues area** . Use this function when a problem, defect, or irregularity has been identified on a system, vehicle, or operating equipment. How to proceed: * Open Maintenance Overview. * Go to the **Issues area** * Click the “**Report issue**”.

* Select the affected object * Select whether it is a “**minor problem**” or a “**major problem**”. * Enter a **title** a * Add a **comment or a description** and add a file or photo if needed

* **Save** the issue After saving, the issue is created and can be edited further. You can then add more information, for example photos, comments, or a responsible person. The issue can also be assigned to another person for processing. *** Alternatively, you can **also report an issue later** from a maintenance task or a check. How to proceed: * Open the desired maintenance task or the desired check * Click on the maintenance task, the check, or the corresponding maintenance step * Click on the **three dots** (directly on the maintenance task or individual maintenance step) * Select “**+ Report issue**”.

* Record the issue as described above * Save the issue The issue is **then also displayed in the Issues area** and can be edited there further.

What information is required to create an issue?

To create an issue, you must record some basic information. This allows the problem to be assigned clearly and edited later. The following **information is required:** * affected object, vehicle, or system * type of problem, for example “**minor problem**” or “**major problem**”. * **title** of the issue * **Comment** or description of the problem Describe the problem as precisely as possible so that the responsible person can quickly understand and process the issue. After saving, the issue is created and displayed in the **Issues area.** You can then add more information, for example: * *photos or attachments* * *additional comments* * *responsible person* * *further documentation on the problem* * *assignment to another person for processing* {% hint style="info" %} **Note:** The issue can be edited, supplemented, or assigned to another person at any time until the problem has been resolved. {% endhint %}

How do I resolve an issue?

You can resolve an issue as soon as the problem has been solved. To do this, open the corresponding issue and mark it as “**completed**”. How to proceed: * Open Maintenance Overview. * Go to the area **Faults** * Open the desired issue * Add more information if needed, for example comments, photos, or working hours

* Click on “**Complete**”. After completion, the issue is marked as “completed” and remains visible in the **history.** You can also complete an issue directly in the overview. To do this, click the white circle to the left of the description of the corresponding issue without opening the issue first. {% hint style="info" %} **Note:** Completed issues remain available for documentation and evidence purposes. You can find them again at any time using the filter “Status” → “Completed”. {% endhint %}

What information can I add when resolving an issue?

When resolving an issue, you can document additional information. This keeps **it traceable what the problem was and how it was solved**. For example, you can add the following information: * **Description** of the problem and the **Status** of the problem (major or minor) * **completion date** (when the problem was solved) * **comments** or notes on the solution to the problem * **Photos** for documentation * **working hours** * working hours under “**Warranty**”. * current **operating hours**, for example for unconnected objects * an assigned **person** * additional information or documentation on the resolved issue After saving, the issue is marked as “**completed**” and remains permanently stored in the history.

How can I filter issues?

You can filter issues using the filter options on the left side of the issues overview.

* First select a category, for example ropeway, piste vehicle, or snowmaker, etc. \ After you have selected a category, you can additionally filter by the exact object. * You can also filter issues by the assigned person. For example, you can display all issues, only your own issues, or the issues of other people. \ In addition, you can filter by specific people responsible for an issue. * You can also filter the issues by status, for example open issues or completed issues. * If needed, you can also filter by a specific period. {% hint style="info" %} **Note:** A filter is active as soon as the corresponding button is highlighted in blue. Gray means that no filter is set. Reset the filters if you are looking for a specific maintenance task or if no maintenance tasks are displayed anymore. {% endhint %}

Where can I find my resolved issues?

As soon as you are in the issues overview, you can use the filters on the left side. * Under “Status”, select the filter “Completed” so that only completed issues are displayed.

* Under “Status”, select the filter “Open” so that only open issues are displayed. {% hint style="info" %} **Note:** A filter is active as soon as the respective button is highlighted in blue. If the button is gray, no filter is set. {% endhint %}

What happens to resolved issues?

Resolved issues **remain stored in the system** and can be traced at any time later. All recorded information remains available, for example comments, photos, working hours, or further documentation of the resolution of the problem. You can find resolved issues in the Issues area. There, use the **filter Status → “Completed”**to specifically search for issues that have already been completed.

Resolved issues are **marked in green**. This lets you quickly recognize which problems have already been resolved.

### Troubleshooting

Why can't I see the Maintenance Overview icon in the sidebar?

If Maintenance Overview is not displayed in your sidebar, click the four dots (“All applications”) at the bottom left and select Maintenance Overview from the list. Then the icon will appear in the sidebar.

Why can’t I create or edit a maintenance task or check?

If you cannot create or edit a maintenance plan, you probably lack the **necessary permissions.** To create, edit, and assign maintenance plans, you need the user role “**MM\_Manager**”. Only with this role do you have access to the settings, the plan editor, and spare parts. Check the following: * *Do you have the role “**MM\_Manager**”?* * *Is **Maintenance Overview** assigned to you?* * *Can you see the Settings area?* * *Have you selected the correct **Category** for example “Piste Vehicles”, “ropeways”, or “snowmaking systems”?* * *Is it a **manufacturer maintenance plan**, for which restrictions may apply?* {% hint style="info" %} **Note:** If the Settings area is not visible, please contact your skadii administrator. They can check whether the necessary permissions have been assigned to you. {% endhint %}

Why can’t I create or edit a maintenance plan?

If you cannot create or edit a maintenance plan, this is usually due to missing permissions. To create, edit, and assign maintenance plans, you need the user role “**MM\_Manager**”. Only users with this role have access to: * “Settings” * “Plan Editor” * create maintenance plans * edit maintenance plans * assign maintenance plans to objects Users with the role “**MM\_Operator**” can carry out maintenance tasks, checks, and issues. However, they do not have access to the “Plan Editor” and cannot create or edit maintenance plans.

Why can’t I see any maintenance tasks, checks, or issues in my overview?

It is possible that currently **one or more filters are set**. As a result, you may only be shown certain maintenance tasks, checks, or issues. Check the filter options on the left side. Active filters are indicated by the respective **filter button highlighted in blue**. * At the very top of the filter area, click “**Reset filters**” to remove all active filters. After that, all available maintenance tasks, checks, or issues will be displayed again.

Why are all my maintenance tasks shown as overdue?

If all maintenance tasks are shown as overdue, this is not always due to an error in the maintenance plan. Frequently, **filters, open maintenance steps, or incomplete work are the reason** for this. Check the following: * *Are **active filters** set?* * *Is a **specific status selected**?* * *Is a specific **time period** set?* * *Were maintenance tasks that have already been carried out still **not marked as “done”**?* * *Are maintenance tasks actually **outside the intended interval**?* First, reset all active filters and check the Maintenance Overview again. Then check whether maintenance tasks that have already been completed were also closed in the system. {% hint style="info" %} **Note:** A maintenance task is shown as open or overdue until it has been marked as “done” in the system. Tasks that have already been carried out also remain overdue if they were not completed. {% endhint %}

Why aren’t my maintenance tasks, checks, or faults loading in Maintenance Overview?

If maintenance tasks, checks, or faults are not displayed, there may be several reasons. It is often due to the selected category, active filters, an active search, or missing permissions. First, check the following: * *Select the correct **Category** category, for example “piste vehicles,” “ropeways,” or “snowmaking systems”* * *Reset **active filters** it* * *Remove any existing **search terms** from the search* * *Check whether you have the **necessary permissions** for the relevant area* * *Check your **internet connection*** * ***Reload the page or the application*** **You might also be interested in:** [Troubleshooting](/documentation/docs-en/product-updates/troubleshooting.md)

***

Still have a question?

Take a look at the Maintenance Overview manual for functions and processes,
or learn more about user roles.

Software Manual User Roles

If you have any further questions or need support,
our skadii support team will be happy to help.

skadii support

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