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Let's prepare a maintenance record
for a unit at Panadería Norte.

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We will record the task, its last
completion and next due date,

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with a named person responsible.

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Our fictional unit is heat pump UNIT-001.

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By the end, you will know
how to update the row

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after the work and leave
the following date ready.

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On the EquipSpan Resources
page, download Maintenance log.

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Open the CSV in Excel or your
usual spreadsheet application.

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Save a working copy, replace
the fictional example

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and keep all twelve original headers.

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If everything appears in one
column, select comma and UTF-8.

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Use one row for a task
with its own interval.

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Enter UNIT-001 as the unit reference,

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with Panadería Norte and
Obrador de Valencia as customer and site.

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The task is Check filters
and record findings.

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Its technical scope comes
from the applicable procedure

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and manufacturer instructions.

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The example organises the record;

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it does not replace
the instructions for doing the work.

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Our fictional procedure gives
this task a monthly interval.

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Record Monthly in the interval column.

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This is the timing chosen for the example,

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not a general recommendation
for every heat pump or filter.

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The last completion was
the fifteenth of September

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and the next due date is
the fifteenth of October.

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We use year, month and day so the dates
remain clear in the spreadsheet.

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Álex is responsible
for reviewing the task.

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Keep the current status beside the dates,

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and save the previous report
link in Evidence link.

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That report is identified
as MANT-0915 in our example.

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The task was due on
the fifteenth of October.

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We will record its actual
completion separately

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rather than changing
the earlier plan to match it.

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Lucía carries out the task
on the twentieth of October

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and records the findings
in report MANT-1020.

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After checking that report, update Last
completed to the actual date of the work.

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Replace the current evidence
link with the new report.

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Keep the earlier report
reference in Notes.

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Our example keeps
the scheduled monthly cycle,

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so Next due becomes
the fifteenth of November.

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Álex remains responsible.

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The new date follows the planned cadence,

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even though October's work
was completed five days later.

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A cycle based on completion would instead
lead to the twentieth of November.

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We have not chosen that basis here.

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Record the chosen basis in Notes, so
the next person can understand the date.

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The local EquipSpan demo shows
a maintenance plan for UNIT-001,

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with the task, owner, last
completion and next due date.

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Its date basis is Scheduled date, matching
the example we have just prepared.

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The spreadsheet and demo
are maintained separately.

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In the app, recurrence
follows the selected basis;

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creating a related request
is an explicit action.

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We have a recorded completion,
its evidence and a clear next due date.

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Start with one task,
use its actual procedure

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and choose the date basis
that applies to your work.

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The template and practical manual are
available on the EquipSpan website.

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Continue at your own pace.