Create a New PM Record

Create a New PM Record

  1. Go to Maintenance > Preventive Maintenance
  2. Click on + New on upper LHS
  3. Enter required information
  4. To schedule the PM, click on Schedule checkbox
  5. Add an Asset or multiple Assets
  6. Click Save button. This will be the parent PM.
  7. A prompt will popup asking if the user wants to add a schedule. Click yes to add a schedule, which will then create individual PMs. Click Save
  8. A prompt will popup asking if the user wants to add a checklist. Click yes to add a checklist, which will allow you to attach a checklist to All schedules or specific schedules. Click Save.
  9. A prompt will popup asking if the user wants to add a Resource. Click yes to add a Resource, which will allow you to attach a Resource to All schedules or specific schedules. Click Save.
  10. A prompt will popup asking if the user wants to add a Part. Click yes to add a Part, which will allow you to attach a Part to All schedules or specific schedules. Click Save.

    • Related Articles

    • Link PM Records - PM

      The Preventive Maintenance module in NEXGEN allows users to link unscheduled PMs to each other to create a long PM train. When one PM WO closes, the next one fires off. PM trains are applicable to many different types of scenarios; for example, it ...

    • Preventive Maintenance Overview - PM

      NEXGEN's Preventive Maintenance (PM) module is designed to facilitate the scheduling of work orders. With PMs, users can create one record that holds their maintenance requirements, including schedules, assets, resources, items, checklists, and ...

    • Create a Preventive Maintenance (PM) Record for Multiple Assets

      Within the Asset Inventory module, it's possible to select multiple assets and add them to one preventive maintenance (PM) record. Either create a new PM or add them to an existing PM.   Select Multiple Assets Navigate to the Asset Inventory Module. ...

    • View & Create Preventive Maintenance (PM) for Asset

      Preventive Maintenance (PMs) are routine maintenance activities occurring based on a set schedule determined by time (daily, weekly, monthly, etc.) or meter readings. A PM will fire a work order when schedule parameters are met. View current ...

    • Create a New Work Order - Work Order

      Work Orders are records that track maintenance on one or more assets. When creating a work order, you want to fill out as much information as necessary in the Work Order Information zone to give everyone the info they need to complete the work. Work ...

    • Recent Articles

    • Latest iPhone Release - Version 2.0.5 (June 2026)

      iPhone Updates Asset Inventory Users can now type in an asset QR code in the search bar to find an asset in addition to scanning. (#23758) Form A quick action button to create a form will now be visible in the Hotspot. Users can tap to create a form ...

    • iPad Version 3.0.6 (April 2026)

      iPad Updates Bug Fixes Resolved comments cutting off on mobile devices. (#24035) Fixed the issue of a Flag label unintentionally showing when completing assets. (#26071) Users should now be able to request items that are at zero quantity from the ...

    • Version 16.2.1 (04.30.26)

      Web Application Update - May 2026 Web Version 16.2.1 Release items related to a support ticket submissions will be included in parenthesis at the end of a line item. NEXGEN queries should now plot on the map as expected. (#27028) The Show In Store ...

    • NEXGEN Admin Webinar (Part 5: Lookups & Notifications)

    • Asset Management Planning Basics - AM Planning

      To get started with Asset Management (AM) Planning in NEXGEN, users must be aware of the NEXGEN asset management fundamentals. In NEXGEN, 4 fields control how much organizations can leverage our asset management tools. Prior to starting their AM ...