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Multi-Asset Preventive Maintenance (PM) Trigger Set Up - Legacy
Multi-Asset Preventive Maintenance (PM) Trigger Set Up - Legacy

How to set up and edit PM triggers for multiple assets

Candice Ray avatar
Written by Candice Ray
Updated over a week ago

Available On: Starter, Professional and Business Plus


The Multi-Asset PM (MAPM) feature streamlines PM record management for similar assets with shared tasks. For instance, an annual inspection involving identical steps across a group of assets can now be managed by adding them to a single multi-asset PM. This generates individual work orders while maintaining task consistency. 📋🛠️👥

For a Video walk through of How To Set up, Click button below!


How to Set Up Multi Asset PM Triggers

  1. Navigate to the Preventive Maintenance Page via left hand side bar

    UpKeep Maintenance Management - Google Chrome 2022-07-21 at 4.21.23 PM

  2. Click the Blue button that says "create Trigger" NOTE! You will now see the option for "none or 1" and " Multiple" select "Multiple"

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  3. Once the new Pm Trigger template opens, scroll down to the "Asset -Specific data" and click "manage asset and related data"

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  4. You will see a new window pop open where you can then "choose asset"

    UpKeep Maintenance Management - Google Chrome 2022-07-21 at 4.24.14 PM

  5. Once you "choose Asset", you will then have a box pop open where you can search the name of the assets and place a check mark in the box of the ones you want to add

    UpKeep Maintenance Management - Google Chrome 2022-07-21 at 4.24.42 PM

  6. Once you have added all the ones you wan on this PM Trigger, You will now see them listed out. If you are done, click "done"

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  7. You can choose what specific start and end date and time you want for each specific asset

    UpKeep Maintenance Management - Google Chrome 2022-07-22 at 12.13.14 PM

  8. Pick What Start Date and Time you want:

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  9. You can also add Specific Locations and Users to each of these assets as well:

    UpKeep Maintenance Management - Google Chrome 2022-07-22 at 12.15.14 PM

  10. Once you have done this, you can continue to fill in the rest of the PM trigger details such as Parts, user and schedule.

  11. Once the Trigger has been created, you can view all assets under "asset - specific Data" tab

    UpKeep Maintenance Management - Google Chrome 2022-07-22 at 12.16.57 PM


How to Add or Remove Assets, from Multi Asset PM Triggers

  1. Locate the PM Trigger from your list page

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  2. Click on this Pm Trigger and on the next page click "edit"

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  3. Scroll Down to "asset -specific Data and click "manage asset and related data"

    UpKeep Maintenance Management - Google Chrome 2022-07-21 at 4.36.10 PM
  4. On the next screen you will see a list of all the asset tied to this PM Trigger. From here you can do the following options:

    1. Add Asset (Black Arrow)

    2. Delete Asset (Pink Arrows and Box)

    3. Add or Change Location of Asset (Blue Box)

    4. Add or Change the user assigned to this asset (Green Box)

    5. Add a Stop Date (Start/End)

      UpKeep Maintenance Management - Google Chrome 2022-07-21 at 4.36.35 PM
  5. Once done, click done at the bottom and your changes will be saved to this PM Trigger and will apply on the next work order that will fire off in the sequence.

💡Changes made will not take effect on any current open or completed work orders.

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