8/14/2023 0 Comments Airtable form view filterYou could also filter your views to see scheduled maintenance that hasn’t been carried out or that has been carried out during the month, year or period, etc. Recurring maintenance: here, you create your yearly maintenance plan in the grid or calendar view depending on which you prefer, then you could create other filtered views that show the planned maintenance for particular months. This is done by creating a Zap Airtable – Gmail with Zapier. There could be a field called “status” where you or any other team member can change a work order status from open to closed, which then sends an email notifying the client that the work order has been treated and closed. ![]() From the grid view, you are then able to assign work orders and follow up on them. When users send a work order, it automatically fills in your work order processing in the grid view of the same table and sends you an email notification if you had activated this function in the created form. Work order requests and processing: thanks to Airtable’s multiple view option, you could create a form in the form view as "work order", which then creates a link that can be attached to a website or shared directly with anyone. This allows you to see every action that has been carried out on a piece of equipment, from maintenance to work order requests to repairs and parts used, in just one click. You could link fields in the work order requests table, recurring maintenance table and inventory table to the equipment database table. Now, one interesting thing about Airtable is the ability to link fields from different tables. Equipment database and technical documentation in electronic formĮquipment database and technical documentation: in this table, create records for each equipment and create fields with information about the equipment. ![]() In the base, create tables for relevant/important CMMS functions. This allows you to automate workflows and saves you from the constraints encountered and the compromises that have to be made when working with only one application.īeginning with Airtable, it's necessary to create a base for your building. Zapier is an application that lets you connect 2 or more web applications, or 2 or more functions within the same application, such that they interact with each other via Zapier. ![]() To automate your workflows in Airtable to enable it to work as a do-it-yourself CMMS system and not just a database, one key element is Zapier. Having a do-it-yourself CMMS before transitioning to a real one, could help mitigate the common problems facility managers sometimes face with CMMS systems, which includes but are not limited to not knowing how to or not being able to maximize the full potential of a CMMS. This could actually be one way to start the transition process to a real CMMS while waiting for that budget approval or still researching what CMMS would work best for your company. With Airtable, your workflows can be automated, which basically transforms your whole work-base into a do-it-yourself CMMS. In my opinion, It’s like an excel with cool graphics, a user-friendly interface, and many other functions, that make your spreadsheet come to life. ![]() Airtable works like a spreadsheet but gives you the power of a database to organize anything. It’s about using Airtable for facility maintenance and management. This article shares how facilities managers can "make" their own CMMS at zero cost, while at the same time achieving efficient results. Having a CMMS is important for facilities management, however sometimes the cost might be a hindering factor.
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