Available On: Starter, Professional and Business Plus
In our preventative maintenance module, you can effortlessly generate recurring work orders with various frequencies (daily, monthly, annual, etc.).
Now, you also have the flexibility to pause or resume a PM trigger, accommodating seasonal usage, extended downtime, or any reason requiring a temporary halt in work order generation it. 🔄🔧⏸️
How to Pause Preventive Maintenance Schedule
💡Paused PM triggers will remain visible in the Preventive Maintenance list view. All future open work orders will be deleted at time of pausing ⚠️
💡When you pause your PM, it takes into account the remaining time baseline at the moment of resumption. For example, if you pause a 100-day inspection after 50 days, when you resume it, there will be a remaining 50 days until it's due.
Navigate to the Preventive Maintenance section in the left hand menu
Click into the trigger you need to Pause
Select the Option Dots
Select Pause
How to Resume Preventive Maintenance Schedule
Navigate to the Preventive Maintenance section in the left hand menu
Click into the trigger you want to resume
Select the Option Dots
Select Resume
How to End Preventive Maintenance Schedule
Navigate to the Preventive Maintenance section in the left hand menu
Click into the PM record you need to edit
Click on the Edit Trigger button
Next, look for the Ends On field
Then, click on it and select the date you'd like to stop it from the calendar dropdown
Any work orders with a scheduled due date past the date you select will not be triggered.
How to Archive a Preventive Maintenance Record
🚫⚠️ Archived PM triggers cannot be unarchived, if you will need this PM to be used again, please Pause the PM trigger instead. 🚫⚠️
Navigate to the Preventive Maintenance section in the left hand menu
Click into the trigger you want to Archive
Select the Option Dots
Select Archive
You can also archive multiple triggers at the same time by using the multi-select function.
You can also check the box of any PM from the PM List View, then an option at the top will show Archive.
