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Set up a maintenance plan

A reliable plan begins with the correct component and the current manufacturer publication.

Before you begin

  • Manufacturer intervals for each component
  • Current counters and prior service evidence
  1. 1

    Check the manufacturer interval

    Confirm model, build year, operating profile and manual edition. Generic guidance is not a substitute.

  2. 2

    Choose the interval type

    Use calendar, counter or both. For combined requirements, the first threshold reached applies.

  3. 3

    Set enough lead time

    Allow time for parts, yard access or a qualified workshop.

  4. 4

    Complete with evidence

    Record date, reading, work, parts, cost and evidence. The completion remains historical.

Check the result

Every task has a component, an explainable trigger and enough lead time for parts or a yard booking. Review “Set up a maintenance plan” once from another crew member’s perspective: labels, status and the next action should make sense without a verbal explanation.

If something goes wrong

When calendar and operating-hour limits differ, use the condition reached first. Verify uncertain intervals against the current product manual.

Keep data safe and traceable

For “Set up a maintenance plan”, capture only information required for the task. Passwords, access tokens and complete payment details never belong in notes or screenshots. Every change should remain connected to the correct boat, a responsible person and a visible status. If two devices produce different versions, resolve the conflict deliberately; an earlier accepted record must not disappear without explanation.

After the first real use

After the first use, review the workflow against “Check the manufacturer interval”, “Choose the interval type”, “Set enough lead time”, “Complete with evidence”. Add missing labels, sources or follow-up work in context. A short review at season change, after a crew change or when signing in on a new device is then enough. The guide remains useful without maintaining the same task in parallel private lists.