Last updated: December 12, 2024

Create asset maintenance programs

Learn how to create asset maintenance programs via the web app.

Please note that this feature is currently in Early Access. If you're interested, please contact your customer success manager to check if your organization is eligible.

What is asset maintenance?

Asset maintenance involves proactive and structured care to ensure assets remain in optimal working condition. This approach emphasizes preventative maintenance, where regular upkeep is scheduled based on usage patterns to avoid unexpected breakdowns, costly repairs, and downtime.

To conduct asset maintenance in SafetyCulture, you will need to set up programs and plans.

Programs: These are structured schedules outlining specific plans for selected assets. Programs provide a high-level view, helping you organize and maintain multiple plans efficiently across your organization.
Plans: Plans within the program are designed to notify users or groups in your organization when maintenance is due.

View the asset maintenance table via the web app.

How it works

This diagram illustrates the complete process for setting up and managing asset maintenance programs to help you maximize asset performance in your organization.

The asset maintenance program creation diagram.

What you'll need

Add assets before creating a maintenance program and set up asset readings to get most out of the features. With notifications turned on, you'll stay updated on upcoming maintenance alerts.

Create an asset maintenance program

Log in to the web app.
Select Assets from the menu on the left-hand side.
Click Settings on the upper-right of the page.
Click Maintenance at the top of the page.
Click Create program on the upper-right of the page.
In the pop-up window, enter a program name and description.
Click Create.
In Program details, click Add plan at the center of the page.
On this page, fill out the plan details.
- Enter a plan name and description.
- Select the plan type your maintenance will be based on.
- Specify how often maintenance should be conducted.
- Add up to 10 notifications to remind users or groups when maintenance is due.
Click Save on the upper-right of the page.
In Program details, click Add assets at the bottom of the page.
On this page, select assets you want to add to the program.
- You can filter assets by type or site.
- Turn Show selected only on to view only the assets you have selected.
Click Save on the upper-right of the page.
Click Next on the upper-right of the page.
In Record last service, enter the odometer or runtime reading from each asset's last service.
Click Finish on the upper-right of the page.