Available On: Starter, Professional and Business Plus
Need to make changes to your schedule? Want to pause or resume a trigger? Looking to add more assets to your PM Trigger or update the checklist on Work Orders? This article will walk you through everything you need to know about updating PM Triggers in UpKeep. 🚀
How to Edit Preventive Maintenance Trigger Details
Need to make changes to the Work Order Details on your Trigger? This would allow you to change title, description, checklists and more.
Navigate to the Preventive Maintenance section
Select the Specific Trigger that you want to make updates to
Select Edit Details
Make any changes as desired
Select Save Changes
How to Pause and Resume a Preventive Maintenance Trigger
If you have seasonal Work Orders or items you're not focussing on at this time you can put a pause to the triggers to resume at a later date.
Pausing the Trigger
Navigate to the Preventive Maintenance section
Select the Specific Trigger that you want to make updates to
Select the Option Menu
Select Pause
Resuming your Trigger
Navigate to the Preventive Maintenance section
Select the Specific Trigger that you want to make updates to
Select the Option Menu
Select Resume
How to Edit Preventive Maintenance Schedules
Navigate to the Preventive Maintenance tab
Select the desired PM you're looking to edit
On the PM Trigger Select the Option Dots
Select Edit
Make any changes to the Schedule
Frequency
Creation Cadence
Make Any Changes to the Record Data
Asset: Adjust the asset linked to the PM.
Locations: Modify the location details for the PM.
Assignees: Change the person assigned to the PM by selecting a new assignee/team from the list.
Select Done when your updates are completed
