Maintenance Teams

A Maintenance Team is a group of users who are collectively responsible for taking care of a set of Equipment and handling Maintenance Requests. Examples: IT Support Team, Facility Team, Mechanical Team.

Use Case: Create one team per maintenance department or area of expertise. When a new request is raised, you simply pick the right team and the work lands in the right hands.

In simple words: A Team is a crew of people who fix things together. Add the right team members and assign the team to your equipment.

Steps to Create a New Maintenance Team

1. Navigate to Maintenance → Configurations → Teams as shown below:

   

2. Click New Team and fill in the following details:

   • Name: The name of the team (e.g. IT Support, Facility Maintenance). Must be unique.
   • Team Members: Select one or more users who are part of this team. You can add as many people as needed.
   • Company: The company the team belongs to (useful in multi-company setups).
   

3. Action Buttons:

   • Create – Save the new team.
   • Create & Create Another – Save and open a blank form for the next team.
   • Cancel – Discard and return to the list.

List View — Columns & Actions

The Teams list view shows every maintenance team with the following columns: Name, Company, and Team Members (shown as badges).

You can:

• Search by: Name.
• Edit: Update the team name, members, or company.
• Archive / Restore: Soft-delete a team. Archived teams are hidden from selection lists but kept in the database. You can restore them later.
• Delete (Permanent): Force-delete a team if it is not used by any equipment or request.

Summary

Maintenance Teams help you:

• Route each Maintenance Request to the right group of people.
• Assign a default team to each piece of Equipment.
• Keep accountability clear — every request always has a team responsible.

Next step: After creating teams, define the workflow Stages used in maintenance requests.