Link PM Records - PM

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 might be useful to link PMs together if maintenance for one building should happen after maintenance for another, or if pipe cleaning happens in various zones in succession but completion times for each zone vary. See below for how to link PMs together to create a train.

Navigate to the Preventive Maintenance Module

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

Link PM Records

To link PM records together in the Preventive Maintenance module:
  1. Open a PM record that has a schedule attached to it.
  2. Scroll to the Schedule zone.

  3. Click the drop-down arrow next to a schedule.
  4. Click Link New PM or Link Existing PM.
    1. If you are linking a new PM, enter the details for the new PM and click Save.
    2. If you are linking an existing PM, select the PM(s) you would like to link in the pop-up that appears. Use the search and filter options to narrow the list of PMs, if applicable. Then, click Attach. 

Linked PM Train Use Cases

For additional Linked PM Train use cases, please reference our list below:
  1. Maintenance schedules vary
    1. Pipe cleaning happens one zone after another but cleaning times vary depending on resource availability.
  2. Work must happen in sequential order
    1. Annual asset cleaning is scheduled but parts of the asset must be broken down and cleaned before other parts.
  3. Asset maintenance requires a specialized crew or equipment
    1. One crew is responsible for replacing street signs and scheduling needs make a set schedule difficult or unrealistic


    • Related Articles

    • Link Inspections and Condition Assessments - PM, PdM

      When users create a preventive or predictive maintenance program, they are able to associate an active inspection or condition assessment type with it. This feature allows for automatic inspection or CA creation and is useful for those who want them ...

    • Link a Work Order to an Existing Service Request - Work Order

      Generally, when a service request issue becomes a work order, the work order is created from the service request. However, if a work order was created separately, you can link the service request to the work order afterward. Note: Currently, users ...

    • 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 ...

    • Link Service Requests - Service Request

      Linking service requests creates a relationship between two service requests that allows easy navigation between the linked service requests within NEXGEN. Additionally, this relationship will show up in reports. Organizations sometimes choose to ...

    • Create/Edit/Link a New Employee  - Employee

      Employee records are required for each user account. Employee records are not automatically created when a user account is created in NEXGEN. To add a new employee into the NEXGEN system, users should first create a user account for the employee if ...