Setting up Preventative Maintenance for Equipment
Purpose
- The purpose of this article is to demonstrate how to setup Preventative Maintenance for Equipment.
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Video
Instructions
1. There are three places to add Preventative Maintenance (PM) for Equipment in the Assets module.
- Select Setup in the Assets Module then the Preventative Maintenance tab
- From the Preventative Maintenance section in the Assets Module
- Edit the Equipment record in the Equipment List then select the Preventative Maintenance tab
2. Once you have accessed Preventative Maintenance from one of those areas, click on Add Maintenance.
3. Select the Equipment Tab.
4. Preventative Maintenance work orders for Equipment can be generated based of a scheduled time frame and or triggered by Equipment Hours.
5. If the PM is to be based off of a single event, select the timeframe or Equipment Hours you want the PM to be based on.
After selecting Equipment Hours a Value will need to be added.
6. The Add condition allows users to base PMs off of a Scheduled timeframe OR Triggering event, whichever occurs first.
When using the Or condition the following combinations are allowed:
- Scheduled - Triggered
- Triggered - Scheduled
- Triggered - Triggered
The combination of Scheduled - Scheduled is NOT allowed as one time frame will occur before the other.
The actions in step 5 are based off of the current date and equipment hours value at the time of this operation. Please refer to the related article "How to Schedule or Change Preventative Maintenance Cycles for PMs" if the Equipment is Currently in the PM cycle. (link at the top of this article)
7. 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 in the Related Articles section above.
8. Select the Equipment this PM will apply to.
Users are able to select more than one Equipment item if necessary.
9. Click on Save.
This PM will now automatically be generated every 15 hours or every three months, whichever occurs first.
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