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How To Set Variable Preventive Maintenance (PM) Trigger Scheduling
How To Set Variable Preventive Maintenance (PM) Trigger Scheduling

Show the user how to set and mange Variable PM Scheduling

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

Available On: Starter, Professional and Business Plus


With the variable Preventive Maintenance scheduling, you can now set PM Triggers to activate either based on time or meter/usage. This feature allows you to ensure that PM Triggers generate work orders for maintenance as frequently as needed, beyond just time based intervals. πŸ•’πŸ› οΈπŸ“…

Here's an example:

Think of it like getting an oil change for your car πŸš—. Typically, this maintenance task is done every 6 months OR after driving 6,000 miles. With this feature, you can set up the system to trigger the work order based on either the time passed or the miles driven, and once the work order is completed, it resets the baseline for the next maintenance cycle. πŸ›’οΈπŸ•°οΈπŸ›£οΈ


How to Set Time Based Variable Scheduling

πŸ’‘Meters for usage based maintenance need to be created prior to creating the PM Trigger

πŸ’‘Variable Scheduling is currently only available for single Asset PM Triggers

Steps:

  1. Navigate to Preventive Maintenance on the left hand side of your account

  2. Navigate to the blue "Create Trigger" Button, and choose "NONE or 1"

  3. Under Work order creation Triggers you will see the options for both time-based triggers and usage-based triggers

  4. Enter in your desired time based frequency and your usage threshold

  5. Fill out the rest of your PM Trigger Details and select Create Trigger

In the example above Work Orders will Trigger Every 6 Months OR Every 6000 miles. Whichever criteria it meets first will create the Work Order.

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