Setting up Preventative Maintenance for Stations
Purpose
- The purpose of this article is to demonstrate how to setup Preventative Maintenance for Stations.
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Video
Instructions
1. There are two places to add Preventative Maintenance (PM) for Stations in the Assets module.
- Select Setup in the Assets Module then the Preventative Maintenance tab
- From the Preventative Maintenance section in the Assets Module
2. Once you have accessed Preventative Maintenance from one of those areas, click on Add Maintenance.
3. Select the Station Tab.
4. Preventative Maintenance work orders for Stations can only be generated based off of a scheduled time frame.
5. Click on the dropdown then, select the timeframe you want the PM to be based on.
The actions in step 5 are based off of the current date at the time of this operation. Please refer to the related article "How to Schedule or Change Preventative Maintenance Cycles for PMs" if the Station is currently in the PM cycle. (link at the top of this article)
6. Select the work order to be generated.
This dropdown list is generated from the existing Work Order Types from the Work Order Boards in the account. For more information on creating Work Order Types please reference Assets Setup: Creating a New Work Order Board above in the Related Articles section above.
7. Select the Station(s) this PM will apply to.
Users are able to select more than one Station if necessary.
8. Click on Save.
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