Tracking Maintenance and Compliance in FieldEx gives planners, managers, and auditors clear visibility into whether maintenance work is being delivered on time, what is overdue or missed, and where intervention is required. FieldEx separates planning (maintenance plans) from execution (job orders), allowing you to track both what was scheduled and what actually happened.
While Asset, Contract, Site, and Recurring Job Plans serve different purposes, they all follow the same compliance principles. Differences only exist in where tracking happens and what entities (assets, contracts, sites, or jobs) define compliance.
This article covers:
How maintenance compliance is calculated
Where to track maintenance activity and execution
Understanding maintenance and job statuses
Handling overdue, rescheduled, and missed maintenance
Reviewing historical maintenance and audit trails
Type-specific tracking differences
How Maintenance Compliance Works in FieldEx
Maintenance compliance in FieldEx is measured by comparing planned maintenance schedules against actual job completion.
Compliance is always evaluated at the lowest meaningful level:
Per asset for Asset and Contract Maintenance
Per site for Site Maintenance
Per job for Recurring Job Plans
This means a single overdue asset, site, or job does not invalidate an entire plan, compliance is granular and traceable.
Tip: Always review compliance at the execution level (assets, sites, or jobs) rather than assuming plan-level failure. |
Where to Track Maintenance Activity
FieldEx provides multiple entry points for tracking maintenance, depending on whether you are reviewing plans, assets, sites, contracts, or executed jobs.
Maintenance Plan views
Asset PM > Maintenance Plan
Site PM > Maintenance Plan
Contracts > Contract Maintenances
Recurring Jobs > Maintenance Plans
Execution views
Job Orders (execution history)
Assets > Job History
Sites > Maintenance section
Understanding Maintenance and Job Statuses
Compliance is driven by job execution status rather than plan status.
Scheduled – Job exists and is planned for a future date
In Progress / Open – Work has started
Completed – Maintenance executed successfully
Overdue – Job passed its due date without completion
Rescheduled – Job date adjusted by automation rules
A job contributes to compliance only when it reaches Completed status within the expected timeframe.
Overdue, Rescheduled, and Missed Maintenance
FieldEx actively monitors missed maintenance to prevent uncontrolled backlog growth and highlight operational risks.
Overdue – A job has not been completed by its due date
Rescheduled – An overdue job is moved to a new date by self-healing automation
Missed – Two consecutive maintenance cycles were not completed, causing job generation to pause
When maintenance generation stops due to repeated misses, planners must review job history, adjust scheduling, or clone the plan to continue safely.
Tip: Regularly review overdue jobs before they escalate into missed cycles that halt job generation. |
Maintenance History and Audit Trails
Maintenance history is never removed when a plan is cancelled or expires. This ensures a complete audit trail for compliance, reporting, and reviews.
You can review history by:
Opening individual job orders
Viewing asset or site job history
Exporting job records for audits or reports
Type-Specific Tracking Differences
Asset Maintenance
Compliance tracked per asset
Assets tab shows last, next, and overdue maintenance
One asset can be overdue while others remain compliant
Contract Maintenance
Tracking occurs inside the contract context
Assets are inherited automatically from the contract
Commonly used for audits, SLAs, and renewals
Site Maintenance
Compliance reflects site visits and location-based work
Tracked via Sites tab, Job Orders tab, and Site records
Useful for inspections, safety checks, and regulatory audits
Recurring Job Plans
Tracking is job-centric rather than asset or site-based
Recurring Jobs list isolates plan-generated work
Plan controls future jobs, Job Orders show execution history
Tip: Treat Maintenance Plans as the source of truth for future work, and Job Orders as the audit trail for completed work. |