Path | Duration | Level | Before you start | |
🟣 Configurator · Level 2 | 40 min | Intermediate | [[10 · Consultas - reutilizar los datos que ya tienes | Queries - reusing the data you already have]] |
So far the Packaging control is done whenever someone remembers. With a schedule, Mairu will generate the task each shift, assign it to whoever is responsible and tell you which ones were done on time and which were not.
🎯 By the end you'll know how to
Create a periodic schedule on a form.
Assign the tasks to a department, position, user or Asset.
Understand the statuses of a task (planned, active, overdue, completed).
Tell apart the three ways of generating tasks in Mairu.
🧠 The idea: a task is a form with a date and a person responsible
A task is simply a form that someone has to complete at a given moment. When it is completed, the response is generated and the task is done.
Task status | It means |
Planned | Its date has not arrived yet |
Active | It is within its execution window |
Overdue | Its window has expired and it has not been completed |
Completed | It is already done |
Who do I assign it to?
If you assign to… | Who can do it |
A department or position | Any user of that department or position with access |
A specific user | Only that user, who also receives the notification |
One or more Assets | The task is linked to that piece of equipment or line |
Three ways to create tasks
Tool | When the task is created | Example |
Schedule | With a fixed frequency | A control each shift |
Event Schedule form | When a response that meets a condition is saved | Verify the corrective action of a NOT OK (lesson 9) |
Automation Schedule form | When a periodic check finds records | Review the equipment that has gone a month without inspection (lesson 12) |
🛠️ Guided practice: a control per shift
Step 1 · Create the schedule
Open the Packaging control in the Form Builder and go to the Schedules tab.
Create a new schedule:
Name: Morning shift control · Line 1.
Title (what the operator will see): Packaging control · Morning.
Step 2 · Assign it
Assign it to the Packaging operator position and the Line 1 Asset.
Step 3 · Define when it repeats
Frequency: daily, Monday to Friday.
Time: at the start of the morning shift.
End: no end date.
Step 4 · Activate it
Check that the schedule is active. If it isn't, Mairu will not generate the tasks.
💡 Automatic information loading. In the schedule configuration you can automatically fill in data of each task from a List-type query. It is useful, for example, so that each task already arrives with information from the last inspection.
Step 5 · Complete a task
Enter the mobile app as
operario.pruebaand open your tasks: toggle between yours and those of your department.Open the task of the day, complete the control and save it.
On the web, enter the Packaging control and open the Schedules tab of the history.
🔍 Check that it works
The task appears on the mobile of
operario.pruebaas active within the shift.After completing it, it moves to completed in the Schedules tab.
If you let the shift pass without doing it, the task appears as overdue.
⚠️ Common mistakes
"The tasks are not generated." The schedule is not active or its end date has already passed.
"An operator doesn't see their task." Check who it is assigned to: if it is to a specific user, only that user sees it. Also check that their profile has Creation permission on the form.
"All operators receive the notification." When assigning to a department, the task belongs to any of its members. If it must belong to one person, assign it to that user.
Creating a schedule for something that depends on an event. If the task must be created because something happened (a NOT OK, a breakdown), use a Schedule form event.
🏋️ Challenge
Complete the control plan: three shifts (morning, afternoon and night) on the two lines, Monday to Friday. Before creating anything, count how many schedules you need and find a way not to repeat work (hint: duplicate from the schedules list). How would you make sure the shift of each task is recorded without the operator choosing it?
📚 Learn more
Manage an autonomous preventive maintenance plan
➡️ Next lesson: Automations - Mairu keeps watch for you