Managing Preventative Maintenance

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.


Related Articles



Video



Instructions


1. Click on Assets


Click on Assets



2. Click on Preventative Maintenance


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:
  1.      Play icon = Execute the PM
  2.      Pencil = Edit the parameters of the PM.
  3.      Trash Can = Delete the PM.


Click on Press SPACE to select this row.



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.
  1.       Fill out any applicable information in the work order as necessary.


You will be taken directly into the work order for the preventative maintenance.



9. Click on Save


Click on Save



10. The work order may now be managed on the work order board if necessary.


Drag highlighted element


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.





    • Related Articles

    • Configuring Preventative Maintenance for Apparatus.

      Purpose The purpose of this article is to guide you in setting up preventative maintenance to automatically generate work orders for apparatus. Related Articles Assets Setup: Creating a New Work Order Board (firstduesizeup.com) Video Instruction ...
    • Managing Time Off Requests

      Purpose In this article, we will learn how to: Select the proper permissions for managing Time Off Requests. How to approve or deny Time Off requests. IMPORTANT: Personnel and Scheduling modules have split. This article and video tell you to access ...
    • Community Connect: Managing Permit Approvals

      Purpose To explain how users can manage the Permit Approvals in the Community Connect Module. Video Directions 1. Navigate to the Community Connect Module 2. Select Permits Approval 3. Users will be able to see all Permit Approvals on this List page ...
    • Community Connect: Managing Burn Permits

      Purpose To explain how to manage the burn permits in the Community Connect Module Video Directions 1. Users can always use the advanced search feature at the top of the page to filter the permit list. 2. Once you have filled out the advanced search ...
    • Managing Certifications

      Purpose To explain how to manage certifications in the Training Module. Related Articles Managing Certifications (In Personnel Module) Video Directions 1. Click on Training>Certifications. 2. Here we can: See all certifications. Add personnel to ...