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.

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