odoo-addon-maintenance-plan 18.0.1.0.0.9

Extends preventive maintenance planning

Maintenance Plan

This module extends the functionality of Odoo Maintenance module by allowing an equipment to have different preventive maintenance kinds.

Table of contents

• Use Cases / Context

• Installation

• Usage

• Bug Tracker

• Credits

  • Authors

  • Contributors

  • Maintainers

Use Cases / Context

Despite Odoo’s built-in recurrence functionality included in the maintenance requests themselves (since 17.0), this module could be needed for some reasons:

• Odoo implementation is javascript only

• Some companies already work with the existing “Maintenance Plan” workflow

• Some modules are depending on this one

For reference, this module was initially set deprecated when migrated to 17.0: https://github.com/OCA/maintenance/pull/414#issuecomment-2668929617

Installation

Install the module.

Should you already use the maintenance module and have equipments with field ‘Preventive Maintenance Frequency’ defined, a new maintenance plan will be automatically created on these equipments with maintenance kind ‘Install’.

Moreover if a Request of type ‘preventive’ exists, whose stage isn’t marked as ‘Request done’, and has a Request Date matching the equipment’s ‘Next Preventive Maintenance’, the request will be updated with the ‘Install’ maintenance kind.

Make sure you don’t have multiple ‘preventive’ requests at a stage which isn’t marked as ‘Request done’ and on the same ‘Request date’ as the equipment or the module installation will fail with a User Error.

Usage

Instead of defining a period and duration for only one preventive maintenance per equipment, you can define multiple preventive maintenance kind for each equipment.

Maintenance Kinds have to be defined through the configuration menu. Their name have to be unique and can be set as active or inactive, should these not be used anymore.

On any equipment over the maintenance tab, the maintenance plan be accessible, allowing to add different maintenance kind with their own frequency and duration. The next maintenance date will then be computed automatically according to the start’s date and the frequency defined, but the maintenance request won’t be created automatically as is the case in Odoo’s Maintenance module. In the plan there’s also a field allowing the user to set the maintenance horizon, insert the instructions to follow on the maintenance that will be forwarded to the maintenance request generated from the plan.

This module uses the original Cron job of Odoo’s Maintenance module to generate maintenance requests. To do so, it takes into account the planning horizon and generates all maintenance requests whose schedule date would fall inside that planning horizon. Therefore, the maintenance manager can have a proper planning of how many maintenance requests are programming for the future. Leaving planning horizon to 0 will only create those maintenance request that are scheduled for today.

We can also create maintenance requests from a plan using a domain for selecting the equipments. This way, we might have a single plan that will generate all the requests. In order to use it, we need to mark the Generate with Domain field.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

• Camptocamp SA

• ForgeFlow

Contributors

• Akim Juillerat <[e-mail]>

• Matteo Mazzoni <[e-mail]>

• David Alonso <[e-mail]>

• Adrià Gil Sorribes <[e-mail]>

• Jordi Ballester Alomar <[e-mail]>

• Lois Rilo <[e-mail]>

• Enric Tobella <[e-mail]>

• Alexei Rivera <[e-mail]>

• Yann Papouin <[e-mail]>

Maintainers

This module is maintained by the OCA.

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

This module is part of the OCA/maintenance project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.