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Eptura Knowledge Center

Navigate around the PMs List View

The PM (Planned Maintenance) list view lets you stay current on reoccurring jobs that have come due, future PMs, and current PMs being worked on. 

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The PMs List View consists of the following:

List View Columns

The List View displays the PMs and by default the list is sorted by Maturity Reached and PMs with notices on them.


The List View contains the following columns with extra information:

Column Description

Maturity Reached

The 100% due on top, descending down to 0% due at the bottom.

clipboard_ef49c010688d41b3d718f3e8f00122e09.png Schedule date is overdue

clipboard_ed6247548feef9107fd11a83e690dae58.png Due but Linked

clipboard_e8e4c29497a8cfb29e8f752f73726ab3f.png Schedule date is coming up soon

clipboard_e63c420a9a97f084eb553f78c15582b12.png Within the scheduled date

Next Date

This is the next date for log-based and PM cycles are calculated using the asset's daily utilization rate.


Some dates may be accompanied by an alert symbol icon. This indicates that the reading may be inaccurate. This asset has not had a meter entry in more than 7 days.


PMs with notifications on them, and this can include:

  • PMs-Alert.png Ready - PMs that are due to be worked on.
  • ActiveWO.png Has WO - PM that has already been turned into an active work order.

PMs Details Panel

From the view list, click a PM to display the PM Details panel.


  • PM Progress - This displays the progress and if you need to, the progress can be adjusted.
  • Vendors - This lets you assign a vendor, who will complete the work order.
  • Assign Contacts - The contact is the person completing the work, so here you can assign a technician.
  • PM History - This displays the history of the preventive maintenance.

Finally, at the end of the panel, is where you can create the work order.

Learn more in Update a PM Details and Update PMs in Bulk.

PMs Ready Button

You can quickly generate work orders for PMs that are due at 100%.

  1. Click on the PMs Ready button. The Generate Work dialog displays the message "You are about to generate work for 3 PMs due at 100% or greater. Do you want to continue?"
  2. Click the Yes button and the work orders are generated.


If you want to generate PMs for selected items, then see Update PMs in Bulk.