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Start from: The Easilys menu.
- Select Equipment items > Preventive.
- Select "Generate all" at the top right of the screen.
- The "Generate a maintenance intervention" window appears on the screen.
- Indicate up to which scheduled maintenance date indicated on the preventive maintenance sheets the application should take into account when generating maintenance tasks.
- Optional: Check the box "Also generate preventive maintenance sheets for child sites of:" so that preventive maintenance records for child sites are also taken into account when generating maintenance requests.
- Select Generate.
Validation process
- When you generate intervention requests, they do not become active immediately. All new requests enter the “To be validated” state.
- An approver must review each request and either:
- Approve, which confirms the intervention and locks further modifications, or
- Refuse, with a required justification.
- Once validated, the request can no longer be modified (only processed further).
Processing intervention requests
- Intervention requests can be managed from Equipment items > Interventions.
