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Help Center Inventory & Unit TrackingWorkshop and Maintenance Tracking

Workshop and Maintenance Tracking

5 min read

Updated January 18, 2025

WorkshopMaintenanceRepairsTracking

On this page

Accessing the Workshop Workshop Views Sending Units to Maintenance Maintenance Priorities Tracking Progress Completing Maintenance Maintenance History

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The Workshop tab provides dedicated tracking for units undergoing maintenance, repairs, and refurbishment.

Accessing the Workshop

Navigate to Inventory

Click the Workshop tab

Workshop Views

Tracker View

All units currently in maintenance

Sorted by priority and expected return date

Quick action buttons

History View

Completed maintenance records

Historical repair data

Cost tracking

Sending Units to Maintenance

From Unit Detail:

Open the unit's detail page

Click Send to Workshop or action menu → Maintenance

Fill in:

- Maintenance Reason (required)

- Priority (Normal, High, Critical)

- Expected Return Date

- Notes

Submit

Quick Send:

Right-click unit in list → Send to Maintenance

Maintenance Priorities

| Priority | Response Time | Use Case |

|----------|---------------|----------|

| Normal | Standard queue | Routine repairs, cleaning |

| High | Within 48 hours | Minor damage, parts needed |

| Critical | Immediate | Safety issues, customer complaints |

Tracking Progress

The workshop dashboard shows:

Total in Workshop: Current count

Overdue: Past expected return date

Due This Week: Coming up soon

Critical/High Priority: Needs attention

Completing Maintenance

Find the unit in Workshop Tracker

Click Complete Maintenance

Add completion notes

Unit returns to "Available" status

Maintenance History

View complete repair history for any unit:

Open unit detail page

Click Maintenance History tab

See all past repairs with dates, reasons, duration, and notes

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Help Center | Workshop and Maintenance Tracking | Help Center | PortaPro Software