Recurring Maintenance Views: List, Kanban & Calendar

911 Tech provides three different views for managing your recurring maintenance reminders. Each view offers a different way to visualize and interact with your maintenance tasks.

Accessing the Views

  1. Navigate to Manage > Recurring Maintenance Reminders
  2. Use the view toggle buttons in the top right corner:
    • List - Table view
    • Kanban - Board view
    • Calendar - Calendar view

List View

The List View displays reminders in a traditional table format with powerful sorting and filtering capabilities.

Features

  • Sortable Columns - Click any column header to sort
  • Search - Use the search box to filter results
  • Export - Print or export to CSV/Excel
  • Quick Filters - Filter by module, department, status, and date range

Filtering Options

  • Date Range - Last 30 days, Last 90 days, This Year, All Time, etc.
  • Module - Filter to specific modules (Vehicles, Equipment, etc.)
  • Status - Open Only, specific status, or All
  • Department - Filter by department (if you have access to multiple)

Table Columns

  • Date - When the reminder is due (click to view details)
  • Status - Current status (Open, In Progress, On Hold, Closed)
  • Sub-Status - Optional sub-status tag
  • Module - Which module the item belongs to
  • Item - The specific item (vehicle number, equipment name, etc.)
  • Type - The maintenance type
  • Interval - How often the maintenance recurs
  • Department - Which department owns the item

Actions

  • Click the Date button to open the reminder details page
  • Use Print to print the current filtered view
  • Use Export to download as CSV or Excel

Kanban View

The Kanban View displays reminders as cards organized into status columns, making it easy to track progress visually.

Status Columns

  • Open (Green) - New reminders awaiting action
  • In Progress (Blue) - Reminders currently being worked on
  • On Hold (Yellow) - Reminders temporarily paused
  • Closed (Gray) - Completed reminders

Note: Your administrator may have customized these status names.

Moving Cards

Drag and drop cards between columns to change their status:

  1. Click and hold on a card
  2. Drag it to the desired column
  3. Release to drop

When moving a card, you may be prompted to add a note explaining the status change.

Card Information

Each card displays:

  • Maintenance Type - The type of maintenance
  • Item - The item name/number
  • Module - Which module (shown as an icon)
  • Due Date - When the maintenance is due
  • Sub-Status - Optional tag for additional categorization

Sub-Status Tags

Click the sub-status badge on any card to set or change its sub-status:

  1. Click the badge (shows "Set Status" if none is set)
  2. Select a sub-status from the popup
  3. Select "None" to remove the sub-status

Filtering

  • Search - Type in the search box to filter cards by any text
  • Module Filter - Show only cards from specific modules
  • Status Filter - Show only cards with specific statuses

Overdue Indicators

Cards that are past their due date are highlighted to help you prioritize.

Calendar View

The Calendar View displays reminders on a traditional calendar, making it easy to see when maintenance is scheduled.

Calendar Features

  • Month View - See all reminders for the month
  • Week View - Focus on a single week
  • List View - See reminders in a list format
  • Navigation - Use arrows to move between months/weeks
  • Today Button - Jump back to today's date

Color Coding

Events are color-coded by status:

  • Green - Open
  • Blue - In Progress
  • Yellow - On Hold
  • Gray - Closed

Viewing Details

Click any event on the calendar to see:

  • Module and Item
  • Maintenance Type
  • Interval
  • Department
  • Current Status and Sub-Status
  • Link to view full details

Filtering

  • Module Filter - Show only reminders from specific modules
  • Status Filter - Active Only, All Statuses, or specific status

Tooltips

Hover over any event to see a quick preview of the reminder details.

Choosing the Right View

Use Case Best View
Need to see everything at once List View
Want to track progress visually Kanban View
Planning maintenance schedule Calendar View
Exporting data List View
Quick status updates Kanban View
Checking specific dates Calendar View

Settings

Click the Settings gear icon (available on all views) to access:

  • Manage Maintenance Types - Add/edit maintenance type options
  • Manage Schedules - View all recurring maintenance schedules
  • Manage Sub-Statuses - Customize sub-status options
  • Email Subscriptions - Manage reminder email notifications

Related Articles:

  • Recurring Maintenance Overview
  • Recurring Maintenance Statuses & Sub-Statuses
  • Recurring Maintenance Email Notifications

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