Setting up Preventative Maintenance for Apparatus

Setting up Preventative Maintenance for Apparatus

Purpose

  1. The purpose of this article is to demonstrate how to setup Preventative Maintenance for Apparatus.
Info
Preventative Maintenance is only available for Apparatus at this time.  The ability to generate Work Orders for PMs on Equipment is coming in the future.

Related Articles

Video


Instructions

1. There are three places to add Preventative Maintenance for Apparatus in the Assets module.

  1. Select Setup in the Assets Module then the Preventative Maintenance tab
  2. Select Preventative Maintenance in the Assets Module
  3. Edit the Apparatus record in the Apparatus List and select Preventative Maintenance

There are three places to add Preventative Maintenance in the Assets module.



2. Once you have accessed Preventative Maintenace from one of those areas, click on Add Maintenance


Once you have accessed Preventative Maintenace from one of those areas, click on Add Maintenance




3. Preventative Maintenance work orders can be generated based of a scheduled time frame and or a triggering event


PM work orders can be generated based of a scheduled time frame and or a triggering event




4. If applicable, select the timeframe you want the schedule to be based on


Select the time frame you want the schedule to be based on




5. The Add condition allows users to add an OR condition


The Add condition allows users to add an OR condition in tandem with another




6. Select the item for the trigger


Select the item for the trigger




7. Type in the value


Type in the value


Notes
The actions in steps 4 and 7 will be based off of the date and odometer/gauge reading at the time of the operation.  Please refer to the related article "How to Schedule or Change Preventative Maintenance Cycles for Individual Apparatus" if the Apparatus is in the middle of the PM cycle. (link at the top of this article)

8. Select the work order to be generated

Info
This dropdown list is generated from the existing Work Order Types from the Work Order Boards in the account

Select the work order to be generated




9. Select the Apparatus this will apply to

Info
Users are able to select more than one Apparatus if needed

Select the Apparatus this will apply to




10. Click on Save


Click on Save





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