Managing Preventative Maintenance
Purpose
This section for Preventative Maintenance (PM) within the Assets module is designed to manage PM’s for times when the PM action is going to be performed prior to the scheduled timeframe or trigger. (i.e. An apparatus is sent in for a maintenance issue and the odometer is only 500 miles away from the trigger that was set for an oil change.) This article explains how to execute the PM ahead of schedule.
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Video
Instructions
1. Click on Assets
2. Click on Preventative Maintenance
3. You will see a list of all PMs your agency has setup and filter by the search fields as shown below.
4. You are able to select which columns you would like to see displayed in the grid.
6. The actions available to you are as follows:
- Play icon = Execute the PM
- Pencil = Edit the parameters of the PM.
- Trash Can = Delete the PM.
7. Select the play icon to execute the work order for the preventative maintenance.
8. You will then be taken directly into the work order for the preventative maintenance.
- Fill out any applicable information in the work order as necessary.
9. Click on Save
10. The work order may now be managed on the work order board if necessary.
Once a WO has been created for a PM, another one is NOT allowed to be created (play) until the current WO reaches its final status or is archived or deleted.
- If the WO is archived or deleted or before reaching its final status, the PM should be allowed to re-run as if this WO had NOT been created.
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