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How to Navigate Preventive Maintenance Creation Menu
How to Navigate Preventive Maintenance Creation Menu

A guide on navigating the Preventive Maintenance Creation Menus

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

Available On: Starter, Professional and Business Plus


This article will provide an in-depth exploration of the fundamental concepts and terminology associated with the Preventive Maintenance Creation Menu ๐Ÿ› ๏ธ.


Navigating the Preventive Maintenance Creation Menu

  • Details: Work Order Details that will apply to all Work Orders under this PM

  • Schedules:

    • Determining what will make the Work Orders trigger

      • Calendar: Regularly or Based on Completion. Examples:

        • Regularly:Every Monday on the 1st Monday of the Month

        • Based on Completion: 1 Month after the previous Work Order is completed

      • Meter Readings: Based on usage Example:

        • Every Time Meter XYZ goes above 100

      • Calendar or Meter Example:

        • Every 500 miles or 6 months (whichever comes first)

  • Records: The specific unique attributes for the Work Orders

    • Asset

    • Location

    • Start/End Date

    • Timezone

    • Assignees

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