How to Schedule or Change Preventative Maintenance Cycles for Individual Apparatus

How to Schedule or Change Preventative Maintenance Cycles for Individual Apparatus

Purpose

The purpose of this article is to demonstrate how to schedule preventative maintenance cycles for individual apparatus or change those that may have been set in a bulk aoperation.

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Video


Instruction

1. Click on Assets


Click on Assets



2. Click on Apparatus Checks


Click on Apparatus Checks



3. Select the Apparatus the Preventative Maintenance is being set up for.


Select the Apparatus the Preventative Maintenance is being set up for.



4. Click on Update Record


Click on Update Record



5. Click on Preventative Maintenance


Click on Preventative Maintenance



6. Click on Add Maintenance


Click on Add Maintenance



Scheduled Maintenance Types are based off of a timeframe from today's date.



Scheduled Maintenance Types are based off of a timeframe from today's date.



7. Select the desired time frame from the list.


Select the desired time frame from the list.



8. If the Preventative Maintenance Cycle is already in progress, the Next Due Date can be changed to the appropriate date.


If the Preventative Maintenance Cycle is already in progress, the Next Due Date can be changed to the appropriate date.



9. Select the desired Work Order Type.


Select the desired Work Order Type.



10. Click on Save.


Click on Save



Triggered Maintenance Types can be set for the Hours or Odometer Reading as shown below.



Triggered Maintenance Types can be set for the Hours or Odometer Reading as shown below.



11. Select the desired Trigger.


Select the desired Trigger.



12. Enter the value for the hours or mileage that will trigger this PM.


Enter the value for the hours or mileage that will trigger this PM.



The current mileage (or hour reading) is automatically brought in from the apparatus record. In this example 5000 miles were added to the current odometer reading in the Next Due field.



The current mileage (or hour reading) is automatically brought in from the apparatus record. In this example 5000 miles were added to the current odometer reading in the Next Due field.



13. If this Preventative Maintenance Cycle is already in progress, the Next Due field can be changed to the appropriate value.


If this Preventative Maintenance Cycle is already in progress, the Next Due field can be changed to the appropriate value.



14. Select the desired Work Order Type.


Click on Oil Change



15. Click on Save.


Click on Save.



Changes can be made to PMs inside of the individual apparatus record or from the Preventative Maintenance section within the Assets module.



Changes can be made to PMs inside of the individual apparatus record or from the Preventative Maintenance section within the Assets module.



16. Select the pencil to edit the Preventative Maintenance Type and apparatus you want to change.


Select the pencil to edit the Preventative Maintenance Type and apparatus you want to change.



17. In this example, the oil change for Engine 2 should occur before the current value in the Next Due field.


In this example, the oil change for Engine 2 should occur before the current value in the Next Due field.




18. Enter the correct value.


Enter the correct value.



19. Click on Save


Click on Save


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