Available On: Starter, Professional and Business Plus
Explore the latest enhancements in UpKeep’s Preventive Maintenance (PM) features with this step-by-step video walkthrough. Learn how creating PMs streamlines the process of creating and managing preventive maintenance tasks, now allowing you to handle single, no asset, or multi-asset PMs all within one simple workflow. Managing PMs in UpKeep ensures that your assets remain in good working condition by enabling recurring maintenance and scheduling flexibility.
Key Features Covered:
Unified PM Creation: Easily create PMs with a single option for all asset types.
Detailed Setup: Input essential information, select checklists, and apply consistent details to all work orders triggered by the PM.
Flexible Scheduling: Choose between calendar-based, meter reading, or combined schedules to trigger work orders at the right time.
Enhanced Record Management: Assign PMs to specific locations or assets and manage independent schedules across different sites.Details section involves specifying task titles, categories, and checklists; the Schedule section defines intervals for maintenance tasks, and the Assets/Assignments Table involves allocating tasks to specific assets and team members.
Efficient Editing: Quickly edit individual schedules, modify work order details, and perform bulk actions, such as adding locations or assets.- Converting Recurring Work Orders: Simplify the process by manually recreating recurring work orders as Preventive Maintenance tasks and removing duplicate work orders for clarity.
Future Date Scheduling: Gain control over your maintenance timing by allowing Start Dates for PMs to be set in advance without restrictions.
This walkthrough ensures you get the most out of UpKeep’s PM tools, making maintenance management more streamlined and effective.By leveraging these tools, maintenance teams can prevent equipment failures, optimize operational efficiency, and maintain cleaner data with better scheduling.
Note: In UpKeep, the terms 'PM' and 'Trigger' are used interchangeably when setting up preventive maintenance tasks.