{"id":4912,"date":"2024-08-22T08:00:00","date_gmt":"2024-08-22T12:00:00","guid":{"rendered":"https:\/\/www.hirezdemo.xyz\/equipment-machine-troubleshooting\/"},"modified":"2025-02-19T10:47:21","modified_gmt":"2025-02-19T15:47:21","slug":"equipment-machine-troubleshooting","status":"publish","type":"post","link":"https:\/\/eptura.com\/discover-more\/blog\/equipment-machine-troubleshooting\/","title":{"rendered":"Trace and correct: How to find fixes fast for assets and equipment"},"content":{"rendered":"

Systematized troubleshooting helps facility and maintenance professionals bring order and predictability to operations, consistently moving their teams to stronger effectiveness, higher efficiency. By following the same four steps, you can reduce unscheduled downtime, while increasing technician close-out rates. And for larger organizations, troubleshooting backed by a unified company-wide asset management platform empowers them to share lessons learned across locations, facilities, and equipment, multiplying the return on investment.<\/span>\u00a0<\/span><\/p>\n

What is equipment and machine troubleshooting?<\/span>\u00a0<\/span><\/h2>\n

Troubleshooting is a defined process for finding a solution when you know there\u2019s a problem but you\u2019re not sure where it\u2019s hiding. Although there are only four steps, facility and maintenance\u00a0professionals can accidentally end up repeating the second and third steps without ever reaching the fourth. They need to work methodically and with the right support. From there, it\u2019s a straight line from problem to solution.<\/span>\u00a0<\/span><\/p>\n

The steps for effective, efficient troubleshooting are:<\/span>\u00a0<\/span><\/p>\n

    \n
  • Identify<\/span>\u00a0<\/span><\/li>\n
  • Plan<\/span>\u00a0<\/span><\/li>\n
  • Test<\/span>\u00a0<\/span><\/li>\n
  • Resolve<\/span>\u00a0<\/span><\/li>\n<\/ul>\n

    First, you identify the problem. For example, the forklift won\u2019t start, but you don\u2019t know why. Next, you plan a response, usually trying to start with the easiest fix. So, maybe it\u2019s not in Park, and there\u2019s a safety feature that prevents you from starting it. Here, your response is to check if it\u2019s in Drive. Next, you test to see if your response worked. Will it start now that it\u2019s in Park? In this case, we can imagine that it doesn\u2019t. And that\u2019s not uncommon. A lot of the time, you\u2019re not going to guess correctly\u00a0the first time.<\/span>\u00a0<\/span><\/p>\n

    So, you double back to the plan-a-response step. It could be the battery\u2019s dead. You switch out the old battery for a fresh new one. Test one more time, and success! The forklift starts. You\u2019ve now reached the last step, resolve.<\/span>\u00a0<\/span><\/p>\n

    What is equipment troubleshooting software?<\/span>\u00a0<\/span><\/h2>\n

    Good troubleshooting requires you to work methodically and with the right support. And nothing supports you as well as a software for maintenance management.<\/span>\u00a0<\/span><\/p>\n

    It\u2019s a complete system for efficiently managing facilities and asset maintenance, helping you take\u00a0care of:<\/span>\u00a0<\/span><\/p>\n

      \n
    • Managing and tracking work orders<\/span>\u00a0<\/span><\/li>\n
    • Controlling and tracking inventory<\/span>\u00a0<\/span><\/li>\n
    • Tracking key performance indicators (KPIs)\u00a0and generating reports<\/span>\u00a0<\/span><\/li>\n
    • Managing third-party vendors<\/span>\u00a0<\/span><\/li>\n
    • Scheduling and tracking preventive maintenance<\/span>\u00a0<\/span><\/li>\n
    • Managing assets and equipment throughout their life cycles<\/span>\u00a0<\/span><\/li>\n<\/ul>\n

      Modern platforms are backed by cloud-based computing, which means everything is kept safe and up to date in one database, accessible from anywhere, at any time.<\/span>\u00a0<\/span><\/p>\n

      Examples of troubleshooting with asset management software<\/span>\u00a0<\/span><\/h3>\n

      Troubleshooting is best when moving in a straight\u00a0line, from problem to solution, not running around in circles. The better you can support and streamline your processes and procedures with asset management software, the straighter the line.<\/span>\u00a0<\/span><\/p>\n

      Understand the system with maintenance management software, digital manuals and schematics, and an open request portal<\/span>\u00a0<\/span><\/p>\n

      Understanding the system means knowing how assets look and sound when everything is running smoothly. It\u2019s knowing the parts and how they work together. This is important because the fastest way to figure out what\u2019s wrong with an asset is to compare how things are when it\u2019s not working to how they are when it is.<\/span>\u00a0<\/span><\/p>\n

      Quick example: The AC is\u00a0not working, and there\u2019s a puddle of clear liquid underneath it. If you don\u2019t know much about compressors, you\u2019re going to waste time checking possible explanations. But if you know how an AC works, you can\u00a0work out a solution much faster. The more you know about your asset when it\u2019s working, the faster you can fix it when it\u2019s not.<\/span>\u00a0<\/span><\/p>\n

      Maintenance management software helps here in two important ways. One, it\u2019s a great way to make an asset\u2019s manuals and schematics available to technicians. Instead of being in an office trapped in a stack of papers, everything techs need to know about an asset is in digital form, which they can access and read on any computer or mobile device.<\/span>\u00a0<\/span><\/p>\n

      Two, it has an open maintenance request portal. When an operator notices a problem with an asset, they can quickly and seamlessly report it to the maintenance department. They just log in. They\u2019re not wasting time tracking emails or phone numbers. And because the portal has maintenance request templates, operators know what information to include. Compare that to an email or voice mail. Instead of random bits of information spit out in a jumble, you get data that\u2019s standardized and complete.<\/span>\u00a0<\/span><\/p>\n

      \"\"<\/p>\n

      Often, the one person who knows any given asset better than the maintenance department is its operator. They\u2019re experts on what it sounds and looks like when it\u2019s running properly. And when they\u2019re able to effortlessly connect with the maintenance department, techs benefit from the operator\u2019s asset expertise.<\/span>\u00a0<\/span><\/p>\n

      Know the whole history with maintenance management software, accurate, up-to-date asset history and reports<\/span>\u00a0<\/span><\/h2>\n

      Start by knowing how things look when everything\u2019s running smoothly. Next, get an idea of how things tend to look when there are problems. Knowing an asset\u2019s maintenance and repairs histories should give you a good idea of what\u2019s causing any current problems. <\/span>\u00a0<\/span><\/p>\n

      History has a way of repeating itself. The trick is to look at the whole history, or at least as much as you can. But focusing on just\u00a0the last time you fixed an asset isn\u2019t enough. Instead, take a wider view and look for trends.<\/span>\u00a0<\/span><\/p>\n

      Maintenance management software helps facility and maintenance professionals by making collecting and accessing work order histories faster and more reliable through automation. And with autogenerated reports packed with KPIs and easy-to-read graphs, you can quickly know everything you need to about an asset\u2019s maintenance history.<\/span>\u00a0<\/span><\/p>\n

      Maintenance management software is great at keeping data safe, accessible, and up to date. With traditional paper-based maintenance management systems, this is impossible. When everything is written down on paper, the only way to keep it safe is to lock it up in the maintenance department\u2019s office. Even then, it\u2019s easy to misplace a few pieces of paper. <\/span>\u00a0<\/span><\/p>\n

      \"\"<\/p>\n

      For departments that use spreadsheets, there\u2019s always the problem of keeping the information both accessible and up to date. As soon as you email someone a spreadsheet, there are now two copies: the one on your computer and the one on theirs. Changes you make to your copy don\u2019t transfer over to their copy. You\u2019re not sharing data; you\u2019re creating unconnected, increasingly different versions of it. Modern maintenance management software keeps everything in one central database where it\u2019s updated in real time. There\u2019s one master version of the data. Everyone can see it.<\/span>\u00a0<\/span><\/p>\n

      Leverage your insights across the enterprise with maintenance management software, work order templates, and customizable instructions and checklists<\/span>\u00a0<\/span><\/p>\n

      Once you\u2019ve gone through the related work order histories and worked out a list of likely causes, you can start to streamline future troubleshooting efforts by creating checklists. So, the next time an asset needs maintenance, you\u2019ve got a handy list of things to check, in order from the most to least likely causes of the problem.<\/span>\u00a0<\/span><\/p>\n

      Customizable troubleshooting checklists deliver even more value as your company grows. At the enterprise level, you can leverage insights from one location across multiple facilities and assets. So, a company running a large fleet of construction vehicles can take successes they\u2019ve had at one location and spread it across many. For example, once they\u2019ve determined with reliable data that when the arm on a specific model of excavator stops working, it\u2019s often because of a leaking pressure seal, they can add that to the top of the troubleshooting list of elements to check.<\/span>\u00a0<\/span><\/p>\n

      Writing good checklists is part science, part art. Ideally, you want to avoid being vague.<\/span>\u00a0<\/span><\/p>\n

      For example: \u00a0<\/span>\u00a0<\/span><\/p>\n

        \n
      • Check battery<\/span>\u00a0<\/span><\/li>\n
      • Check alternator<\/span>\u00a0<\/span><\/li>\n
      • Check coolant<\/span>\u00a0<\/span><\/li>\n<\/ul>\n

        It\u2019s better to include all the steps to make sure nothing gets skipped. The instruction just to check the battery can include:<\/span>\u00a0<\/span><\/p>\n

          \n
        • Check battery charge using meter<\/span>\u00a0<\/span><\/li>\n
        • Inspect posts for signs of corrosion<\/span>\u00a0<\/span><\/li>\n
        • Inspect case for swelling and bloating<\/span>\u00a0<\/span><\/li>\n
        • Check case for unusual smells<\/span>\u00a0<\/span><\/li>\n<\/ul>\n

          The more specific your steps, the better.<\/span>\u00a0<\/span><\/p>\n

          Maintenance management software gives you a simple way to build these lists and then make sure everyone follows them. With work order templates, you can easily set up templates for specific assets. When there\u2019s a problem without an obvious cause, you can generate a data-packed work order template with just a few clicks. <\/span>\u00a0<\/span><\/p>\n

          \"\"<\/p>\n

          Work order software means technicians have everything they need to close out efficiently, including:<\/span>\u00a0<\/span><\/p>\n

            \n
          • Customizable instructions and checklists<\/span>\u00a0<\/span><\/li>\n
          • Maintenance and repairs histories<\/span>\u00a0<\/span><\/li>\n
          • Associated parts and materials<\/span>\u00a0<\/span><\/li>\n
          • Digital pictures, schematics, and OEM manuals<\/span>\u00a0<\/span><\/li>\n<\/ul>\n

            Complete root cause analysis with maintenance management software and preventive maintenance scheduling<\/span>\u00a0<\/span><\/p>\n

            It\u2019s not enough to figure out what caused a breakdown. You need to figure out a way to prevent it from happening again. Root cause analysis is the process of finding the problem behind the problem. <\/span>\u00a0<\/span><\/p>\n

            The generally accepted advice is to ask yourself why five times, each time moving closer to the original source of the problem. If, for example, the battery dies on an earthmover, you work your way toward the underlying reason. <\/span>\u00a0<\/span><\/p>\n

            One: \u201cWhy is the car not starting?\u201d<\/span>\u00a0<\/span><\/p>\n

            Answer: The battery is dead.<\/span>\u00a0<\/span><\/p>\n

            Two: \u201cWhy is the battery dead?\u201d<\/span>\u00a0<\/span><\/p>\n

            Answer: Because the alternator is not functioning, the battery was drained.<\/span>\u00a0<\/span><\/p>\n

            Three: \u201cWhy was the alternator not working properly?\u201d<\/span>\u00a0<\/span><\/p>\n

            Answer: There was a broken part inside it.<\/span>\u00a0<\/span><\/p>\n

            Four: \u201cWhy did this part break?\u201d<\/span>\u00a0<\/span><\/p>\n

            Answer: The alternator is old, and all the parts are prone to breaking.<\/span>\u00a0<\/span><\/p>\n

            Five: \u201cWhy hadn\u2019t it been replaced?\u201d<\/span>\u00a0<\/span><\/p>\n

            Answer: The maintenance team is not following current best practices.<\/span>\u00a0<\/span><\/p>\n

            Once you know the root of the problem, you can take steps to prevent it from happening again. Instead of just charging or replacing the battery every time it\u2019s dead, you start following best practices for when to check and replace the alternator.<\/span>\u00a0<\/span><\/p>\n

            The key to effective troubleshooting\u00a0lies in a structured approach. By following the four-step process of identifying, planning, testing, and resolving, you can find and fix problems with precision. Leveraging maintenance management software not only simplifies and streamlines the process but also enhances communication, so large organizations can share\u00a0lessons learned at one facility across every other location the company has already implemented the same software platform.<\/span>\u00a0<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

            By following the same four steps, you can reduce unscheduled downtime, while increasing technician close-out rates.<\/p>\n","protected":false},"author":26,"featured_media":15381,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","inline_featured_image":false,"footnotes":"","_wpscp_schedule_draft_date":"","_wpscp_schedule_republish_date":"","_wpscppro_advance_schedule":false,"_wpscppro_advance_schedule_date":"","_wpscppro_dont_share_socialmedia":null,"_wpscppro_custom_social_share_image":0,"_facebook_share_type":"default","_twitter_share_type":"default","_linkedin_share_type":"default","_pinterest_share_type":"default","_linkedin_share_type_page":"","_instagram_share_type":"default","_medium_share_type":"","_threads_share_type":"","_google_business_share_type":"","_selected_social_profile":[],"_wpsp_enable_custom_social_template":false,"_wpsp_social_scheduling":{"enabled":false,"datetime":null,"platforms":[],"status":"template_only","dateOption":"today","timeOption":"now","customDays":"","customHours":"","customDate":"","customTime":"","schedulingType":"absolute"},"_wpsp_active_default_template":true},"categories":[7,1],"tags":[419,361],"class_list":["post-4912","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog","category-eptura","tag-blog","tag-eptura"],"acf":[],"yoast_head":"\nTrace 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