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Navigate around the PMs List View

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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.

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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.

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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.

Notices

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.

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  • 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.

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