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Manage Maintenance Plans in an Asset

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Maintenance Plans lets you add new maintenance plans, remove maintenance plans, or you can create work orders for existing plans.

Add Maintenance Plans

You can add the maintenance plans that are set up in the Maintenance Plans Library.

  1.  From the Asset Details screen, click the add + icon and the Maintenance Plan Lookup form displays.

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  1. Search or browse for the maintenance plan.

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  1. Select the maintenance plan you want and then they are added.

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Remove all Maintenance Plans

If you need to remove all the maintenance plans from an asset.

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  1. Hover over the maintenance plans to display the icon.
  2. Click the More Actions clipboard_e6c2c6d549d82f29014da2b50e396795b.png icon.
  3. Click Remove and the Confirm dialog displays the message "Are you sure you want to remove "maintenance plan" from this asset? (Your PM progression will be lost).

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  1. Click the Yes button and all plans are removed.

Open and view the Work Order for a Maintenance Plan

You can open and view the work order for this maintenance plan.

  1. From the Maintenance Plan list, click the maintenance plan and the plan's details displays in a form.
  2. Click the Open Work Order button and the work order is created and displays with the service tasks populated.

 

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Edit a Maintenance Plan's Details

Remember, the PM Details can also be updated from the PM Module; see Update a PM Details.

  1. From the Maintenance Plan list, click the maintenance plan you want to adjust and the plan's details displays in a panel.

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Adjust PM Progress

The PM Progress can be easily adjusted; here are a few examples:

  • When you have an asset and know when the last maintenance/service was completed.
  • When you find a recurring monthly inspection falls on a Sunday, you can adjust the day to the next working day.

Complete the following:

  1. Click the Adjust Progress.

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  1. From the drop-down, select either:
    • Next Date - If you know when a PM needs to be completed, then you can select "Next Date" and then enter the future date. 
    • Last Done - If you know the date of when the last PM was completed, then you can select "Last Done" and then enter the date. For example, you know when the last service was completed on a vehicle.
  2. From the calendar picker, select a date.

PM Progress by Hours

Some plans may have hours as the measure of the PM's progress. This is where you can adjust the process by either Elapsed, Last Serviced, or Percentage Due.

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Assign Vendor

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Add or Change the Vendor

  • From the Assigned Vendor drop-down, select vendor who will complete the work.

Remove Vendor

  • From the Assigned Vendor drop-down, click the X icon to remove the vendor.

Assign Contacts

The contact is the person completing the work, so here you can assign a technician.

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Add Contact(s)

  1. Click the Add Contact button and the Contacts dialog displays.

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  1. Either search for or browse the list for to find the worker's name.
  2. Check the contacts's check box. The first assigned contact will be designated as Primary and a badge will display. 
  3. Click the Add Selected button and the contact name is added.
  4. If you want a person to be the primary contact, then click the More Actions icon and then select Make Primary.

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Remove Contact(s)

  • For the contact you want to remove, click the More Actions icon and then select Remove Contact.
  • If you want to remove all the contacts, then click Delete Selected.

PM History and View Work Orders

This displays the history of the preventive maintenance. If needed, you can click the work order number to open the completed work order.

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