Maintenance Calendar
This video provides a practical guide on how to configure and manage a Maintenance Calendar in Odoo 18, which is essential for organizing repair and upkeep tasks within your company.
- Understanding Maintenance Calendar: The video explains that a maintenance calendar is a scheduling tool used for planning and tracking equipment maintenance and repair requests, facilitating efficient task organisation.
- Accessing the Calendar: To view the maintenance calendar, navigate to the Maintenance module and select Maintenance > Maintenance Calendar.
- Scheduling Maintenance: The video demonstrates how to schedule a new maintenance event directly from the calendar view by clicking on a specific time slot. This opens a “New Event” pop-up where you can provide a descriptive name for the task, such as “maintenance.”
- Maintenance Requests vs. Calendar: The narrator clarifies the distinction between maintenance requests and the calendar. While maintenance requests serve as individual records for tasks, the calendar provides a comprehensive visual overview of all scheduled maintenance activities.
- Viewing Scheduled Tasks: The tutorial highlights that all maintenance requests created within the system are automatically reflected in the calendar, allowing you to track current progress and upcoming assignments.
- Detailed Task Information: By selecting an event on the calendar, you can access further details about the specific maintenance task, including associated technicians and equipment.
