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How to Create and Manage Preventive Maintenance (PM) Triggers
How to Create and Manage Preventive Maintenance (PM) Triggers

Learn to create and manage your Preventive Maintenance triggers to maximize your team's efficiency!

Jason Visenberg avatar
Written by Jason Visenberg
Updated over a week ago

Available On: Starter, Professional and Business Plus

How to Create a Preventative Maintenance Work Order Trigger

💡Have the same PM Work Order for Multi Assets. View our Multi Asset PM Triggers

  1. Navigate to the Preventive Maintenance section

  2. Select + Create Trigger

  3. Fill out the Work Order and PM Trigger details (this will be the work orders that are created based on the scheduled trigger you set up)

  4. Once your details are filled out, click Create Trigger

💡Parts can be configured on a triggered PM so that each time a work order is created, it will inherit the parts assigned

Here is an example of how to set up a trigger for the second Tuesday of each month:

How to Edit Your Preventive Maintenance Trigger

You can edit the details of future PM work orders (location, worker, date, etc).

💡Future PM work orders are work orders that have a due date beyond today’s date AND are in the Open status.

  1. Select your desired Trigger

  2. Then, click on the Pencil Edit button on the top right

  3. Edit the Trigger details (work order details or frequency of the trigger)

  4. Once you’re done, click on Save the Trigger!

⚠️ Start date for triggers cannot be edited once a trigger has begun ⚠️

Preventive Maintenance Calendar and History View

Calendar View

Within each trigger (after you have created it), you can check the Calendar View to get a bird’s eye view of what to expect from the trigger. It will show you all the dates that will trigger a PM work order so you can plan ahead for yourself and your team.

NOTE: You will only be able to see these dates within the Calendar view of a trigger. So you will only see a single PM trigger’s future WOs. You will not see this in the Calendar view within your work orders section!

Here’s a screenshot of what you might see. This trigger generates a PM every week on Mondays, Wednesdays, and Friday:

History View

You can see all the historical work orders associated with this trigger and their current status! Click on the WO# to be redirected to that work order.

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