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Overview

The Maintenance module is a complete Computerized Maintenance Management System (CMMS) that handles preventive maintenance routines, work orders, scheduling, and technician management.
This module integrates tightly with Assets, Inventory, and Safety modules for complete operational control.

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Key Features

Preventive Maintenance

Automated scheduling based on frequency and calendars

Work Orders

Complete work order lifecycle from creation to closure

Visual Scheduler

Interactive Gantt chart for planning and execution

Mobile Execution

Execute work orders from mobile devices

Procedures

Step-by-step checklists with validation

Resource Planning

Technician assignment and workload balancing

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Data Model

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Rutina (Routine)

Template for preventive maintenance activities:
mantenimiento/models.py
class Rutina(models.Model):
    nombre = models.CharField(max_length=200)
    descripcion = models.TextField()
    
    # Target
    activo = models.ForeignKey('activos.Activo', on_delete=models.CASCADE)
    ubicacion = models.ForeignKey('activos.Ubicacion', on_delete=models.SET_NULL)
    
    # Classification
    categoria = models.ForeignKey('Categoria', on_delete=models.PROTECT)
    frecuencia = models.ForeignKey('Frecuencia', on_delete=models.PROTECT)
    
    # Execution
    duracion_estimada = models.DurationField()
    procedimiento = models.ForeignKey('Procedimiento', on_delete=models.SET_NULL)
    
    # Status
    activo = models.BooleanField(default=True)

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OrdenTrabajo (Work Order)

Executable maintenance tasks:
mantenimiento/models.py
class OrdenTrabajo(models.Model):
    ESTADOS = [
        ('PENDIENTE', 'Pendiente'),
        ('EN_CURSO', 'En Curso'),
        ('COMPLETADA', 'Completada'),
        ('CANCELADA', 'Cancelada'),
    ]
    
    codigo = models.CharField(max_length=50, unique=True)
    descripcion = models.TextField()
    
    # Source
    rutina = models.ForeignKey('Rutina', on_delete=models.SET_NULL)
    aviso = models.ForeignKey('Aviso', on_delete=models.SET_NULL)
    
    # Scheduling
    fecha_programada = models.DateField()
    fecha_inicio = models.DateTimeField(blank=True, null=True)
    fecha_fin = models.DateTimeField(blank=True, null=True)
    
    # Assignment
    tecnico = models.ForeignKey('TecnicoPuesto', on_delete=models.SET_NULL)
    empresa = models.ForeignKey('Empresa', on_delete=models.SET_NULL)
    
    # Status
    estado = models.CharField(max_length=20, choices=ESTADOS)

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Preventive Maintenance

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Frequency Configuration

Define maintenance intervals: 
Frecuencia.objects.create(
    nombre="Monthly",
    dias=30,
    tipo="CALENDARIO"
)

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Automatic Work Order Generation

Work orders are generated automatically based on routines:
mantenimiento/tasks.py
@shared_task
def generar_ordenes_preventivas():
    """Generate work orders for active routines"""
    from mantenimiento.services import ProgramacionService
    
    # Get active routines
    rutinas = Rutina.objects.filter(activo=True)
    
    for rutina in rutinas:
        # Check if work order is needed
        if ProgramacionService.necesita_orden(rutina):
            # Calculate next date
            fecha = ProgramacionService.calcular_fecha(rutina)
            
            # Create work order
            OrdenTrabajo.objects.create(
                rutina=rutina,
                descripcion=rutina.nombre,
                fecha_programada=fecha,
                estado='PENDIENTE'
            )

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Work Order Lifecycle

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State Machine

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Execution Steps

1

Start Work Order

Technician starts the work order, logging start time
orden.estado = 'EN_CURSO'
orden.fecha_inicio = timezone.now()
orden.save()
2

Execute Procedure

Follow procedure steps and record results
for paso in orden.procedimiento.pasos.all():
    ValorPasoOrden.objects.create(
        orden=orden,
        paso=paso,
        valor=technician_input
    )
3

Record Resources

Log hours worked and materials consumed
CierreOrdenTrabajo.objects.create(
    orden=orden,
    horas_hombre=8.5,
    materiales_usados=[...]
)
4

Complete Order

Mark work order as completed
orden.estado = 'COMPLETADA'
orden.fecha_fin = timezone.now()
orden.save()

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Visual Scheduler

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Cronogram View

Interactive calendar for planning maintenance:
mantenimiento/views.py
def cronograma_view(request):
    """Display maintenance schedule"""
    mes = request.GET.get('mes', timezone.now().month)
    anio = request.GET.get('anio', timezone.now().year)
    
    # Get work orders for period
    ordenes = OrdenTrabajo.objects.filter(
        fecha_programada__year=anio,
        fecha_programada__month=mes
    ).select_related('rutina', 'tecnico')
    
    # Group by week
    calendario = {}
    for orden in ordenes:
        semana = orden.fecha_programada.isocalendar()[1]
        if semana not in calendario:
            calendario[semana] = []
        calendario[semana].append(orden)
    
    return render(request, 'cronograma.html', {
        'calendario': calendario,
        'mes': mes,
        'anio': anio
    })

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Drag-and-Drop Rescheduling

Move work orders by dragging in the calendar: 
// Update work order date via AJAX
function rescheduleOrder(orderId, newDate) {
  fetch(`/mantenimiento/ordenes/${orderId}/reschedule/`, {
    method: 'POST',
    headers: {
      'Content-Type': 'application/json',
      'X-CSRFToken': getCookie('csrftoken')
    },
    body: JSON.stringify({ fecha_programada: newDate })
  });
}

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Procedures and Checklists

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Procedimiento (Procedure)

Step-by-step instructions for maintenance tasks:
mantenimiento/models.py
class Procedimiento(models.Model):
    nombre = models.CharField(max_length=200)
    descripcion = models.TextField()
    version = models.CharField(max_length=20)
    
class PasoProcedimiento(models.Model):
    TIPOS = [
        ('CHECK', 'Checkbox'),
        ('NUMERIC', 'Numeric Value'),
        ('TEXT', 'Text Input'),
        ('MEDICION', 'Measurement'),
    ]
    
    procedimiento = models.ForeignKey('Procedimiento', on_delete=models.CASCADE)
    numero = models.IntegerField()
    descripcion = models.TextField()
    tipo_respuesta = models.CharField(max_length=20, choices=TIPOS)
    
    # Validation
    valor_minimo = models.FloatField(blank=True, null=True)
    valor_maximo = models.FloatField(blank=True, null=True)
    obligatorio = models.BooleanField(default=True)

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Corrective Maintenance

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Aviso (Maintenance Notice)

User-reported issues that trigger corrective maintenance:
mantenimiento/models.py
class Aviso(models.Model):
    TIPOS = [
        ('M1', 'Service Request'),
        ('M2', 'Breakdown'),
    ]
    
    tipo = models.CharField(max_length=2, choices=TIPOS)
    activo = models.ForeignKey('activos.Activo', on_delete=models.CASCADE)
    descripcion = models.TextField()
    reportado_por = models.ForeignKey(User, on_delete=models.SET_NULL)
    fecha_reporte = models.DateTimeField(auto_now_add=True)
    
    # Classification
    falla = models.ForeignKey('Falla', on_delete=models.SET_NULL)
    prioridad = models.CharField(max_length=20)

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Notification System

Automatic notifications when maintenance is needed:
mantenimiento/models.py
@receiver(post_save, sender=Aviso)
def notify_maintenance_team(sender, instance, created, **kwargs):
    if created and instance.prioridad == 'ALTA':
        # Send email to maintenance team
        send_mail(
            subject=f'Urgent: {instance.tipo} - {instance.activo}',
            message=instance.descripcion,
            recipient_list=['[email protected]']
        )

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API Endpoints

Work Orders

CRUD operations for work orders

Schedule

Update and reschedule maintenance

Routines

Manage preventive routines

Mobile

Endpoints optimized for mobile

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Best Practices

Routine Naming: Use descriptive names like “Monthly Generator Inspection” instead of generic codes
Calendar Restrictions: Configure holidays and shutdowns to avoid scheduling conflicts
Workload Balancing: Monitor technician assignments to prevent overload

Assets

Equipment being maintained

Inventory

Materials for maintenance

Safety

Work permits and JSA

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