Available On: Starter, Professional and Business Plus
Preventive Maintenance (PM) Triggers are key to ensuring that your equipment and assets receive timely and consistent care. In this guide, we’ll walk you through the process of setting up a PM trigger in UpKeep, from entering essential details to applying schedules that fit your maintenance needs. Whether you’re looking to create time-based, condition-based, or hybrid triggers, this guide has you covered. Plus, we’ll show you how to add multiple schedules to a single trigger, giving you the flexibility to keep your operations running smoothly. Let’s dive in and set up your first PM trigger!
How to Create a PM Schedule
Navigate to your Preventive Maintenance Triggers Section
Select Create PM Button
Enter your PM Details
Trigger Title
Work Order Title
Work Order Details
Select Schedules
Calendar: Time-Based Work Order Triggers
Meter Readings: Condition-Based Work Order Triggers
Calendar OR Meter Readings: Time vs. Condition—Whichever Comes First
Add in your Asset Records
Select Apply Schedule
Set your Assets, Locations
Set your Start Date
Set your assignees
Select Create PM
💡If you want to create a Work Order that runs Monday-Friday. Select a Weekly Schedule then select the days of the week
How to have Multiple Schedules Per PM Trigger
You can add additional schedules to your triggers even after the initial trigger has been created.
Select the Trigger
Select Add Schedules
Add in your schedule
Add the records that will have this schedule
Make sure to select "Apply Schedule" to ensure the Trigger is successfully created
Save Changes
You now have added your additional schedule to your PM Trigger
