Transcript
00:00 · One task and its next date
Let's prepare a maintenance record for a unit at Panadería Norte. We will record the task, its last completion and next due date, with a named person responsible. Our fictional unit is heat pump UNIT-001. By the end, you will know how to update the row after the work and leave the following date ready.
00:23 · Prepare your working copy
On the EquipSpan Resources page, download Maintenance log. Open the CSV in Excel or your usual spreadsheet application. Save a working copy, replace the fictional example and keep all twelve original headers. If everything appears in one column, select comma and UTF-8. Use one row for a task with its own interval.
00:49 · Identify the unit and task
Enter UNIT-001 as the unit reference, with Panadería Norte and Obrador de Valencia as customer and site. The task is Check filters and record findings. Its technical scope comes from the applicable procedure and manufacturer instructions. The example organises the record; it does not replace the instructions for doing the work.
01:14 · Record the agreed interval
Our fictional procedure gives this task a monthly interval. Record Monthly in the interval column. This is the timing chosen for the example, not a general recommendation for every heat pump or filter. The last completion was the fifteenth of September and the next due date is the fifteenth of October. We use year, month and day so the dates remain clear in the spreadsheet.
01:41 · Owner, status and evidence
Álex is responsible for reviewing the task. Keep the current status beside the dates, and save the previous report link in Evidence link. That report is identified as MANT-0915 in our example. The task was due on the fifteenth of October. We will record its actual completion separately rather than changing the earlier plan to match it.
02:08 · Record the completed work
Lucía carries out the task on the twentieth of October and records the findings in report MANT-1020. After checking that report, update Last completed to the actual date of the work. Replace the current evidence link with the new report. Keep the earlier report reference in Notes.
02:32 · Choose the next date deliberately
Our example keeps the scheduled monthly cycle, so Next due becomes the fifteenth of November. Álex remains responsible. The new date follows the planned cadence, even though October's work was completed five days later. A cycle based on completion would instead lead to the twentieth of November. We have not chosen that basis here. Record the chosen basis in Notes, so the next person can understand the date.
03:03 · The same plan in EquipSpan
The local EquipSpan demo shows a maintenance plan for UNIT-001, with the task, owner, last completion and next due date. Its date basis is Scheduled date, matching the example we have just prepared. The spreadsheet and demo are maintained separately. In the app, recurrence follows the selected basis; creating a related request is an explicit action.
03:31 · Ready for the next visit
We have a recorded completion, its evidence and a clear next due date. Start with one task, use its actual procedure and choose the date basis that applies to your work. The template and practical manual are available on the EquipSpan website. Continue at your own pace.