Available On: Starter, Professional and Business Plus
How to Create a Preventative Maintenance Work Order Trigger
💡Have the same PM Work Order for Multi Assets. View our Multi Asset PM Triggers
Navigate to the Preventive Maintenance section
Select + Create PM
Fill out the Work Order and PM Trigger details (this will be the work orders that are created based on the scheduled trigger you set up)
Once your details are filled out, click Create Trigger
💡Parts can be configured on a triggered PM so that each time a work order is created, it will inherit the parts assigned
Here is an example of how to set up a trigger for the second Tuesday of each month:
How to Edit Your Preventive Maintenance Trigger
You can edit the details of future PM work orders (location, worker, date, etc).
💡Future PM work orders are work orders that have a due date beyond today’s date AND are in the Open status.
Select your desired Trigger
Select the Details tab
Select Edit Details
Make your desired Changes
Once you’re done, click on Save the Trigger!
⚠️ Start date for triggers cannot be edited once a trigger has begun ⚠️
View your PM Work Order History
Select the desired PM Trigger
Select the Work Orders Tab
