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How to Edit/Update an Individual Preventive Maintenance (PM) Trigger
How to Edit/Update an Individual Preventive Maintenance (PM) Trigger

Need to make some changes to your Preventive Maintenance trigger? This article explains how to get things updated.

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

Available On: Starter, Professional and Business Plus


Need to make changes to your schedule? Want to pause or resume a trigger? Looking to add more assets to your PM Trigger or update the checklist on Work Orders? This article will walk you through everything you need to know about updating PM Triggers in UpKeep. πŸš€


How to Edit Preventive Maintenance Trigger Details

Need to make changes to the Work Order Details on your Trigger? This would allow you to change title, description, checklists and more.

  1. Navigate to the Preventive Maintenance section

  2. Select the Specific Trigger that you want to make updates to

  3. Select Edit Details

  4. Make any changes as desired

  5. Select Save Changes


How to Pause and Resume a Preventive Maintenance Trigger

If you have seasonal Work Orders or items you're not focussing on at this time you can put a pause to the triggers to resume at a later date.

Pausing the Trigger

  1. Navigate to the Preventive Maintenance section

  2. Select the Specific Trigger that you want to make updates to

  3. Select the Option Menu

  4. Select Pause

Resuming your Trigger

  1. Navigate to the Preventive Maintenance section

  2. Select the Specific Trigger that you want to make updates to

  3. Select the Option Menu

  4. Select Resume


How to Edit Preventive Maintenance Schedules

  1. Navigate to the Preventive Maintenance tab

  2. Select the desired PM you're looking to edit

  3. On the PM Trigger Select the Option Dots

  4. Select Edit

  5. Make any changes to the Schedule

    1. Frequency

    2. Creation Cadence

  6. Make Any Changes to the Record Data

    1. Asset: Adjust the asset linked to the PM.

    2. Locations: Modify the location details for the PM.

    3. Assignees: Change the person assigned to the PM by selecting a new assignee/team from the list.

  7. Select Done when your updates are completed

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