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How to Navigate Preventive Maintenance Creation Menu

A guide on navigating the Preventive Maintenance Creation Menus

Updated over a week ago

Available On: Starter, Professional and Business Plus


πŸ› οΈ New to Preventive Maintenance in UpKeep?


This article offers a clear and in-depth overview of the key concepts and terminology used in the Preventive Maintenance (PM) Creation Menu. Whether you're just getting started or looking to refine your understanding, you'll learn what each field means and how it fits into building an effective PM schedule.Navigating the Preventive Maintenance Creation Menu

  • Details: Work Order Details that will apply to all Work Orders under this PM

  • Schedules:

    • Determining what will make the Work Orders trigger

      • Calendar: Regularly or Based on Completion. Examples:

        • Regularly:Every Monday on the 1st Monday of the Month

        • Based on Completion: 1 Month after the previous Work Order is completed

      • Meter Readings: Based on usage Example:

        • Every Time Meter XYZ goes above 100

      • Calendar or Meter Example:

        • Every 500 miles or 6 months (whichever comes first)

  • Records: The specific unique attributes for the Work Orders

    • Asset

    • Location

    • Start/End Date

    • Timezone

    • Assignees

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