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 Preventive Maintenance (PMs) associated with an asset. Create a new PM for this asset or add this asset to an existing PM.
Video Overview
View Preventive Maintenance for Asset
- Open an asset record and scroll to the Preventive Maintenance (PM) zone to view PMs associated with this asset.
- Filter PMs by clicking the funnel icon. Select an operator and type text to filter. To clear an existing filter, click the funnel icon again and select Clear.
Note - PM's for parent and child assets will be shown by default. The building icon indicates that the PM is for the child asset. To see PMs for the parent asset only, toggle the Show PM for current Asset button on.
Create a New PM for Asset
- To create a new PM for this asset, click + Add.
- Fill out PM details and click Save. For more information on how to create a new PM, visit our article Create a New Preventive Maintenance Record.
Add Asset to an Existing PM
- To add this asset to an existing PM, click the dropdown arrow and select + Add Existing.
- Locate the PM by scrolling or searching.
- Select the correct PM.
- Click Attach to add to selection.
- Click Attach again to confirm selection.
Related Articles
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 ...Add Items to a Parent PM - PM
You can add items to a parent PM to have an estimated amount of that item automatically attach to any work orders that are fired from that PM. For instructions on how to do this, see below. Navigate to the Preventive Maintenance Module To navigate to ...View Work Orders Associated with a Child PM - PM
Viewing a child PM record allows you to see historical data associated with that PM, including any work orders that have been fired off according to that schedule. See the instructions below for how to view a child PM's work order history. To learn ...Delete a Resource Attached to a Child PM - PM
You can delete a resource attached to a child PM within the Preventive Maintenance module. Do this if you would no longer like that resource attached to any work orders that fire from that PM. For specific instructions, see below. Navigate to the ...Add a PM Schedule - PM
You can add PM schedules to a PM record to have them fire WOs according to a set timeframe or meter interval. For more insight into this practice, including information on schedule types and use cases, see this KB article that introduces PM basics. ...