Putting equipment on a programme

How to put equipment on a maintenance schedule, confirm first due points, and move equipment to a newer revision

Putting equipment on a schedule creates the enrolment record.

When you put equipment on a schedule, KitNDocs creates one task for each task on the schedule revision in force. You confirm the first due date or reading for each task.

Nothing joins a schedule by itself. Writing or publishing a schedule puts no equipment on it.

Before you start

The schedule needs a revision in force. If it only has a draft, publish it first. See Publishing a maintenance schedule.

Put equipment on

Open Maintenance programme and choose the schedule.
Press Put equipment on.
Use search or the filters to find the equipment.
Clear the category button if you need equipment from another category.
Tick the equipment that belongs on the schedule.
Press State due points.
Read the proposed due points for the equipment that you chose.
If the equipment is not new, press Not new? State where it is in its life.
Change a due point if you know a better point.
Press the button to put the equipment on the schedule.

The sheet opens over the schedule. Closing the sheet writes nothing and leaves the schedule in place.

The category filter starts at the category on the schedule. Clear that filter to see all your equipment.

Use On no schedule to find equipment that follows no schedule. Use On another schedule to find equipment that follows a different schedule.

Equipment already on this schedule stays in the list, but you cannot tick it again.

The sheet keeps only equipment that is still visible. A search or filter change removes hidden equipment from your choices.

The second step shows only the equipment that you chose. Press Back to equipment to change the choices without losing them.

Put one piece on from its record

Open the equipment record and press Maintenance.
Press Put on a schedule.
Choose the schedule.
Read the proposed due points.
Change a due point if you know a better point.
Press Put this equipment on.

The picker states the revision in force and the number of tasks on each schedule.

A schedule that this equipment already follows stays in the picker, but you cannot choose it again.

A schedule with only a draft also stays in the picker. Publish the draft before you put the equipment on that schedule.

See what is on a schedule

Open the schedule to see the equipment on it. The list shows the piece, its marking, its serial, the revision it follows and the next task it owes under that schedule.

Use the search box to find equipment by marking, serial or model. Use the revision buttons to show only equipment on one revision.

First due points

KitNDocs proposes each first due point from the task rule.

For a date, it proposes today plus the interval. You can bring the date forward. You cannot push it later than the interval allows.

For a usage limit, it proposes the latest recorded reading plus the interval. If there is no reading, the proposal starts from zero.

The proposed value is not special. The saved value is your statement.

Equipment with history

Used equipment can have work and readings from before KitNDocs. The sheet lets you state that history once.

Type the count to date for each counter the schedule reads.
Type the day each check was last done, where you know it.
Read the recomputed due points.
Change any value you know better.
Say where the history came from.

A check that has never been done is named as never done. KitNDocs then starts the count from today.

KitNDocs keeps the due points you accepted, the counts you stated and your note. It does not keep the last-done dates as work records.

What is on no programme

Maintenance programme says how much of your equipment is on no programme. It is one number for the whole fleet.

The equipment list says nothing about this on a row. A row cannot say whether a schedule should cover it, because no schedule says what it covers.

See what one piece follows

Open the equipment record, then open Maintenance. The pane lists each schedule the equipment follows, the revision it is on and the revision in force.

If a newer revision is in force, the pane says the equipment is still on its older revision. That is a position, not a fault.

Take equipment off a schedule

You can start this action from the schedule or from the equipment record.

From the schedule:

Open Maintenance programme and choose the schedule.
Find the equipment in the equipment list.
Open the row menu and press Take equipment off.

From the equipment record:

Open the equipment record and press Maintenance.
Find the schedule that the equipment follows.
Open the row menu and press Take equipment off.

Then complete these steps:

Read the outstanding tasks that will stop.
Add a note if you want one.
Press Take equipment off.

Taking equipment off ends its membership of that schedule. KitNDocs cancels the outstanding tasks from the schedule, so they stop asserting due dates.

Completed tasks, completed steps, certificates and the logbook stay. Tasks that you added by hand also stay.

Taking equipment off is not the same as cancelling one task. Cancelling one task does not end the schedule membership.

You can put the equipment on the schedule again later. The record shows the ended membership and the new membership separately.

Move equipment to a newer revision

Publishing a new revision changes no equipment by itself.

Open the schedule to see which equipment is on each revision. Equipment on an older revision is drift. Drift is allowed.

Open the schedule.
Press Apply this revision.
Read what changes for each piece of equipment.
Untick equipment that should stay on its old revision.
Change any proposed due point.
Press the button once.

Applying a revision replaces tasks. It does not edit old tasks. KitNDocs cancels the old scheduled tasks and creates new ones under the new revision.

Work already recorded stays in the logbook. Tasks you added by hand are not touched. Equipment you untick stays on its old revision.

What enrolment does not do

It does not put equipment on a draft. Only a revision in force can mint tasks.

It does not store last-done dates as completed work. The work a previous owner did stays their record, not yours.

It does not decide which equipment belongs on a schedule. A schedule says nothing about what may go on it. You choose the equipment when you enrol it.

Updated 30 Aug 2026.