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  1. Helm Operations
  2. Maintenance
  3. Set Up Maintenance

Set Up Maintenance

  • Overview of Maintenance Templates
  • Asset Components
  • Build templates for inspections or surveys
  • Build templates for maintenance routines
  • Configuration options for cumulative readings
  • Duplicate maintenance templates to streamline implementation
  • Initialize cumulative reading values and set due values
  • Overview of Requisitions and Inventory
  • Build your parts list
  • Manage vendors and price contracts
  • Build inventory templates
  • Build requisition templates
  • Make the most of your requisitions
  • Set requisition approval limits and roles
  • Set up warehouse assets
  • Set up your inventory
  • Replace a component with a spare from another asset
  • Replace a component by creating a new component
  • Activity types for Helm CONNECT Maintenance
  • Set up number rules for your maintenance and compliance items
  • Propagate readings from a component to its sub components
  • Grouped components
  • Manage your overdue checklists and forms
  • Overview of Advanced Search
  • Manage your templates
  • Template categories and items
  • Use the Request Manager to Protect the Accuracy of Your Master Parts List
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