Maintenance Plan table offers the ability to have a user-editable lookup table in Sockeye to associate Maintenance Plans to specific Employees. When Sockeye sees a Work order with a particular Maintenance Plan it can use the lookup table to find the employee and schedule these details automatically.

 

Reach out to your representative to learn more.

USER GUIDES:

• Automatically Assigning Work by a Maintenance Plan
• Maintenance Plan Template for Import
  
  

VIDEOS:

Weekly Schedule

Setup

Tips & Tricks

• Using the Maintenance Plan feature, configure the 'Plan' field to display within the Weekly and Daily Schedule. This can be found under Setup > Schedule Fields or check out this video link!
• When utilizing 'Import from Excel' this will replace all current Maintenance Plan details.
• Maintenance Plans table includes RED font under the employee fields if they are no longer active in the Sockeye Employee table.

CONTACT SUPPORT:

Reach out to a Sockeye Representative
email: support@getsockeye.com 

The team at Sockeye continues to grow based on our customers requests. As we try to meet these requests we are updating documents with the latest date and revision for reference.