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


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