Edit a PM Schedule - PM

Edit a PM Schedule - PM

If you need to make edits to an existing PM schedule, you can do some from either the parent or child PM record. See below for more details. To learn how to distinguish between a parent and child PM, click here.

Navigate to the Preventive Maintenance Module

To navigate to the PM module:
  1. From the NEXGEN dashboard, click Maintenance in the blue sidebar to the left.
  2. Click Preventive Maintenance.

Edit a PM Schedule from a Parent PM Record

You can delete a PM schedule from a parent PM record. To do so:
  1. Open a parent PM record in the Preventive Maintenance module.
  2. Scroll down to the Schedule zone.
  3. Click the drop-down arrow next to the schedule you would like to delete.
  4. Click Edit.
  5. Make changes as needed,
  6. Click Save.

Edit a PM Schedule from a Child PM Record

Child PMs in NEXGEN are synonymous to PM schedules. If you are viewing the details of a schedule of a PM in NEXGEN, you are viewing a child PM. For more information, see this article on the difference between parent PMs, child PMs, and single PMs.

To delete a schedule from a child PM record:
  1. Open a child PM record.
    1. Do this by scrolling to the Schedule zone of a parent PM, then clicking on the schedule you would like to edit (right).
  2. Scroll down to the Schedule zone.
  3. Click Edit Schedule.
  4. Make changes as needed.
  5. Click Save.


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