Maintenance Tracking

Use maintenance records to document completed work and readings. Use a maintenance task to describe work that still needs to be done.

Record a visit or completed work

  1. Open the machine details and select Maintenance.
  2. Choose the appropriate available entry type, such as a routine visit, filter maintenance, or TDS and salt reading.
  3. Enter the date, readings, work details, and any requested acknowledgements.
  4. Review the information and submit the record.

For filter work, complete the form's return-to-service checks, including any confirmation that the ice maker and RO are back on. Available forms and editing actions depend on your permissions and machine configuration.

Find previous records

Use Maintenance Reports to review maintenance history, readings, service counters, and tasks where available. Select the intended machines and reporting period. Entries also appear in Machine Logs, where you can search for Maintenance or a more specific term such as TDS.

Create a reminder for future work

Use Add Task in the machine's Maintenance area. Add instructions and relevant photos, then record completion when the work is done. See Maintenance Task for the full procedure.

If an entry appears under an unexpected date, see maintenance-date checks before changing the original reading.

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