Overdue planned visits
When a planned visit's due day passes and it isn't completed, you get a Planned visit overdue alert naming the asset and the due date. It arrives in the portal and by push, not by email, so a plan with daily visits doesn't fill your inbox.
You get one alert for each visit and due date. If you reschedule the visit and it is missed again, you are alerted again.
Contracts about to expire
When a contract in force enters its last 60 days, you get a Maintenance contract expiring alert with its number, title and end date. It arrives in the portal, by push and by email.
You get it once for each end date. If you extend the contract and it later enters its last 60 days again, you are alerted again.
Acting on an alert
- Select the alert. It opens the visit or the contract.
- For a visit: select Start or Complete if it was done, or Edit to move the due day.
- For a contract: select Edit to extend the Ends date, or add a new contract for the next term.
Good to know
- The statuses on screen, such as Overdue and Expiring, update from the dates every time you open a page. The nightly check only sends the alerts.
- Alerts go to your corporate login. There are no settings to turn them off or send them elsewhere.
Tips
- Turn on push notifications in the app so overdue visits reach you the morning after.
- Check the frequency cards on the Preventive page for a full view of what is late, not just the latest alerts.
Frequently asked questions
- Why didn't I get an email about an overdue visit?
- Overdue visit alerts are sent in the portal and by push only. Contract expiry alerts also come by email.
- A visit shows Overdue but I got no alert. Why?
- The alert is sent overnight after the due day passes, so it can arrive the next morning. Alerts are also only sent for visits that became overdue in the past week.
Still stuck?
Our team can look at your request or account with you.