Preventive maintenance and contracts
hayaterp.com ↗Plan maintenance in Hayat Maintenance — checklist templates with check, pass / fail, number and text lines; preventive and inspection schedules every N days, weeks or months, or every N running hours, km or cycles; work orders created ahead of time and the schedule rolling forward on completion; the forecast; and AMC, warranty, service and lease contracts with covered assets, expiry reminders and their bills.
Preventive maintenance (PM) is work you do before something breaks: a weekly generator run, a monthly AC filter clean, a service every 250 hours. You describe it once as a schedule; Hayat makes the work order when it is due. Everything on this page needs cmms.manage.
Checklists
Checklists → + Checklist: a name, a category (e.g. Generator, HVAC, Fire safety) and the lines (up to 100):
| Line kind | The technician | Example |
|---|---|---|
| Check | Ticks it done | Clean the air filter |
| Pass / Fail | Presses Pass or Fail | Fire alarm sounds on test |
| Number | Types a reading; a min, max and unit flag it when out of range | Battery voltage 24–28 V |
| Text | Writes a remark | Condition of belts |
Tick required for lines that must be answered before the work order can be completed. A checklist is attached to a work order when it is created or converted, or through a schedule.
Preventive schedules
Preventive schedules → + Schedule:
| Field | Fill |
|---|---|
| Site, Asset or Location | What it is for |
| Name, Description | Generator weekly run, what to do |
| Type | Preventive or Inspection |
| Trigger | Calendar — every N days, weeks or months, from the first due date; or Meter — every N hours, km or cycles of the asset's meter, from the first reading |
| Checklist | The template the work order gets |
| Technician, Team or Vendor, Contract | Who does it, and the AMC it falls under |
| Priority, Estimated hours |
A meter schedule needs an asset with a meter (see Assets).
How work orders appear. Every 3 hours Hayat checks every active schedule:
- Calendar — when the next due date is within Create PM work orders days ahead (3 days by default).
- Meter — when the asset's last reading is within Meter lead % of the next service reading (5 % by default: for every 250 hours, from 237.5 hours on). A new meter reading triggers the check at once.
Each schedule has at most one open work order; the next one is made only after it is completed. Generate now makes the work order straight away; Run now checks all schedules at once.
Rolling forward. When the work order is completed, the schedule moves on: a calendar schedule from the work order's due date (so a late job does not shift the plan — but never into the past), a meter schedule from the reading at completion.
Forecast. Below the list, the forecast shows the calendar work due in the next 30 days (or the days you choose) with overdue ones marked, and for meter schedules the current reading, the next service reading and how much is left.
The PM compliance report shows how many preventive and inspection jobs were done on time, late or missed.
Contracts (AMC)
Contracts (AMC) → + Contract records an agreement with a vendor (a Purchasing supplier):
| Field | Fill |
|---|---|
| Vendor, Title | Al-Faisal Lift Services, Lift AMC 2026 |
| Kind | AMC, Warranty, Service or Lease |
| Site and covered assets | What the contract covers |
| Start, End, Value | |
| Billing | One-off, Monthly, Quarterly or Yearly |
| Response hours, Coverage | What the vendor promised — e.g. 4 hours, parts and labour, excluding ropes |
The list shows the days to end. Managers are notified when a contract ends within Contract ending reminder (days); past its end date it becomes Expired. The asset page lists its contracts, and a schedule can point to the contract it falls under.
Bill on a contract enters the vendor's invoice — supplier invoice no., date, amount before tax, tax % and description — and Post bill posts it at once as a Purchasing bill to Repairs & Maintenance – Contractors & AMC. The contract shows the total billed so far. Pay the bill in Purchasing.
The Contracts expiring report lists contracts ending in the next 60 days, with value and billed.