FINALLY! The ability to set up one PM trigger for many Assets that need to have the same monthly, daily, weekly etc. repeating work done. Introducing Multi Asset PM Triggers.
This doc will walk you through with photo examples and explanations on how to set these up.
The idea behind this feature is for customers who have multiple of the same Asset or have many Assets that need to have the exact same repeating preventive check or work done on them. This will allow you to be able to have have 1 PM trigger and all of these same or many assets tied to it.
Once these are set up and running, the PM trigger will fire off 1 new work order for each Asset tied to the PM trigger. Example: you have 5 assets on 1 PM Trigger, when this Trigger fires off, you will have 5 new work orders in your work orders list page, one for each Asset.
Please read the FAQ before you go through the set up, so you have a good understanding and know how this will work.
For a Video walk through of How To Set up, Click button below!
How to Set Up Multi Asset PM Triggers
Navigate to the Preventive Maintenance Page via left hand side bar
Click the Blue button that says "create Trigger" NOTE! You will now see the option for "none or 1" and " Multiple" select "Multiple"
Once the new Pm Trigger template opens, scroll down to the "Asset -Specific data" and click "manage asset and related data"
You will see a new window pop open where you can then "choose asset"
Once you "choose Asset", you will then have a box pop open where you can search the name of the assets and place a check mark in the box of the ones you want to add
Once you have added all the ones you wan on this PM Trigger, You will now see them listed out. If you are done, click "done"
You can choose what specific start and end date and time you want for each specific asset
Pick What Start Date and Time you want:
You can also add Specific Locations and Users to each of these assets as well:
Once you have done this, you can continue to fill in the rest of the PM trigger details such as Parts, user and schedule.
Once the Trigger has been created, you can view all assets under "asset - specific Data" tab
How to Add or Remove Assets, from Multi Asset PM Triggers
Locate the PM Trigger from your list page
Click on this Pm Trigger and on the next page click "edit"
Scroll Down to "asset -specific Data and click "manage asset and related data"
On the next screen you will see a list of all the asset tied to this PM Trigger. From here you can do the following options:
Add Asset (Black Arrow)
Delete Asset (Pink Arrows and Box)
Add or Change Location of Asset (Blue Box)
Add or Change the user assigned to this asset (Green Box)
Add a Stop Date (Start/End)
Once done, click done at the bottom and your changes will be saved to this PM Trigger and will apply on the next work order that will fire off in the sequence. NOTE: changes made will not take effect on any current open or completed work orders.
For any questions or concerns please reach out to technical support via email [email protected] or chat from with in your account.