Available On: Starter, Professional and Business Plus
Being proactive with Preventive Maintenance (PM Triggers) keeps your team ahead of issues! 🛠️ In the Preventive Maintenance module, you can set up Work Orders triggered by time or usage frequencies. This article guides you through all the terminology, tabs, and methods used in the Preventive Maintenance section.
Key Terminology
Details: These are the standard settings used to define a Work Order for Preventive Maintenance. They include:
Work Order Title: A descriptive name for the work order.
Category: The type of maintenance or work to be performed.
Checklist: A list of tasks or steps required for the work order.
Priority: The urgency level of the work order (e.g., Low, Medium, High).
Schedules: This defines when the Work Orders will be triggered. For example:
Example: Every 1 month based on completion: The work order will be automatically generated every month, starting from the completion date of the previous work order.
Records: These are the specific attributes that make up the Work Order, including:
Example: Asset ABC is assigned to a weekly schedule. This means Asset ABC is set to have a work order generated every week.
PM Trigger Templates: These templates are used for importing or updating the details of Work Orders, such as titles, categories, and checklists. They help in quickly setting up or modifying multiple work orders at once.
PM Trigger Schedules: These templates handle the importing or updating of the schedules and records associated with Work Orders. This includes defining when the work orders should be triggered and which assets or tasks they apply to.
Navigating the Preventive Maintenance Section
Filters: Create Filters to easily view the items most important to you
Create PM: Use this to create any new Preventive Maintenance Schedules/Records
Option Menu: Import/Export your Preventive Maintenance Trigger information