How to navigate the planned preventative maintenance timeline within obi®

It is available only for CAFM Projects.

1 - Select "PPM timeline" from the maintenance module on the left-hand side of the screen. This is the obi® inspections calendar module.

2 - By default, you will see the 4-week look ahead within the timeline. This will display any outstanding inspection reports from the past as well as any inspection reports due in the next four weeks.

3 - On this page, you'll find a table with the inspection reports scheduled by week, the reports required with the work package and key event, and the live status of the reports.

3 - First, you'll see any inspection reports due this week in amber, as well as any inspection reports due within the next four weeks in blue. Any outstanding inspection reports that are past their due date will be highlighted in red.

4 - To help navigation, use the full timeline filter by clicking on "Full Timeline" in the log's top left-hand corner. If you have been granted the necessary permissions, you will be able to filter by company; otherwise, you will only be able to see your own company reports or the Catalyst reports. You can also specify whether you want to see reports from the design team or the construction team.

5 - You can access any existing reports immediately. Simply click the "view" button at the bottom of each key event.

6 - If you are going to upload an inspection report, a "upload" button will appear instead of the view button at the bottom of the key event. If you have already started an inspection report and want to resume, the "resume" button will appear instead of the upload option.