The variable Preventive Maintenance scheduling allows a PM Trigger to now fire off based on time or meter/usage. For some customers, this feature will allow them to make sure that the PM Trigger will fire off a work order for maintenance that needs to be preformed on a regular schedule basis more or other than just every 6 months.
For example: An oil change for your car, these vary but are typically performed every 6 months OR 6,000 miles. This means that the work order should be triggered by one of those values (time or meter/usage), and then reset the baseline once the work order has been completed.
Customer Value this new Feature Brings:
Remove the need to manage a PM Trigger for time AND a Meter Trigger for usage, and allows for less recording and tracking overall.
No longer need manual scheduling to ensure there are no conflicts
Accurate forecasted maintenance.
How to Set Time Based Variable Scheduling
Note: At this time Variable Scheduling can only be done on "None or 1 PM Trigger" creation.
Time based Variable scheduling will be set when you need a PM Trigger to fire off on a set schedule such as every 3, 6 or 9 months or maybe even daily! No Matter when, see below for how to set this schedule.
Steps:
Navigate to Preventive Maintenance on the left hand side of your account
Navigate to the blue "Create Trigger" Button, and choose "NONE or 1"
On the new Trigger location the "word orders creation triggers" box
Click on "Edit time-based trigger"
In the box that popped open proceed to fill in the details as you need
Repeat Type:
Regularly means you need these work orders to be created on a set schedule whether the previous one is completed or not.
After Completion means a new work order does not show up until the previous one has been completed (not deleted)
Work Orders Due: This is how often you need to have a work order created. Examples: Every 1 day. Every 6 months
Create Work Orders (formerly creation cadence):
Regularly repeat type will allow you to pick how soon in advance a new work order shows up in your list page letting you know this work is about to be due. Examples: 1 day before they are due, 2 weeks before they are due or on the Monday before they are due are some.
After Completion does not allow for this to be set, as it requires the previous work order to be completed before a new one shows up.
Create First Work order Now: this will have a work order show up in your Work Orders list page today, with the due date that was set on the PM Trigger.
NOTE: After Completion does not have the option to create first work order now.
Once this is set, continue to fill out the PM Trigger with remaining details.
Example of Regularly:
Example of After Completion:
Quick Walk Through:
How to Set Meter/Usage Based Variable Scheduling
Note: At this time Variable Scheduling can only be done on "None or 1 PM Trigger" creation.
Meter/Usage based Variable scheduling will be set when you need a PM Trigger to fire off based on a certain millage, certain units are reached etc. In order for these to work you MUST have your METER already set up.
Steps:
Navigate to Preventive Maintenance on the left hand side of your account
Navigate to the blue "Create Trigger" Button, and choose "NONE or 1"
On the new Trigger location the "word orders creation triggers" box
Click on "Edit Usage-based trigger"
In the box that popped open proceed to fill in the details as you need
Meter: Here you will choose your meter from the drop down.
Create a Work Order When a Reading: This is going to allow you to set how often this workorder is created based on the usage. Options are:
Reaches every: When it reaches every certain amount. example: Ever 4,000 Miles
Is Exactly: When the meter reaches an exact number. Example: 350 degress
Is Less Than: Less than 10 units
Is Greater Than: than 10 unites
Work Orders Due: This lets you set how soon after the work order is created it will need to be due ie: 1 day, 2 days, 1 week etc.
Once this is set, continue to fill out the PM Trigger with remaining details.
Meter/Usage Based:
Quick Walk through:
Can I have Both Time AND Meter/Usage Schedule set?
The answer is Yes! if you set both schedules UpKeep will then monitor on a OR basis and look for either the TIME based to apply first OR the Meter/Usage Based.
Example:
In this example my PM Trigger will either fire off every 6 months on the First day of the Month and show up in my Work Orders list page 1 week before it is due
OR
It will show up once the Meter/Usage for my Truck reaches every 6,000 miles and will be due 1 week after it is created.
This allows you to have a PM trigger monitor for both conditions and apply which ever comes first.
For questions or concerns please reach out to Support at [email protected] or via chat in your Upkeep account under Contact US.