Add a PM Schedule - PM

Add a PM Schedule - PM

You can add PM schedules to a PM record to have them fire WOs according to a set timeframe or meter interval. For more insight into this practice, including information on schedule types and use cases, see this KB article that introduces PM basics. Also see this article, which is an overview of the Preventive Maintenance module.

Navigate to the Preventive Maintenance Module

To navigate to the Preventive Maintenance module:
  1. From the NEXGEN dashboard, click Maintenance.
  2. Click Preventive Maintenance.

Add a PM Schedule

To add a PM schedule to a PM record:
  1. Create or open a PM record.
  2. In the PM record, click +Add Schedule in the top right.
  3. Select either Add by Date or Add by Meter.
  4. A pop-up will appear. In it, add the details of the date-based or meter-based schedule.
    1. The image to the bottom left is the pop-up for a date-based schedule.
    2. See the bottom right image for the pop-up for a meter-based schedule.
  5. Click Save.



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