Web App | Predictive Maintenance

Predictive Maintenance
Add a Task to Child PdM
Go to Maintenance > Predictive Maintenance Open child PdM record Click + Add button on RHS of Task blue band Select Task from dropdown list Enter how many days task will take Click Save button
Add Asset to a Child PdM
Go to Maintenance > Predictive Maintenance Open child PdM record Click + Add button on RHS of Asset blue band Select Asset(s) from popup window by checking the box(es) Click Attach button
Add Attachment(s) to a Child PdM
Go to Maintenance > Preventive Maintenance Open child PdM record Click + Add button on RHS of Attachments blue band Select Select File or Add URL or Add From Library Upload file from computer, enter web address, or choose from files in the Document ...
Add Checklist from Task to Child PdM
Go to Maintenance > Predictive Maintenance Open child PdM record Make sure the child PdM has a Main Task Click Dropdown arrow on RHS of Add button in Checklist blue band Click Add From Task Select Checklists to add by clicking on checkbox(es) ...
Add Checklist to PdM from Child PdM
Go to Maintenance > Predictive Maintenance Open child PdM Click on + Add or Add From Task on Checklist zone Enter Checklist details Click Save button
Add More Parts to Child PdM
Go to Maintenance > Predictive Maintenance Open child PdM record Click on dropdown arrow on RHS of part row Click Add More Enter additional units Click Save
Add Multiple Resources to Parent PdM
Go to Maintenance > Predictive Maintenance Open parent PdM record Click on + Add Dropdown arrow on RHS of Resource blue band Click Add Multiple Select checkbox for Employee Filter LHS tree for Equipment, Contractor, and Roles and select check ...
Add Parts and Attach to an Asset in Parent PdM
Go to Maintenance > Predictive Maintenance Open parent PdM record Click + Add button on RHS of Parts blue band Select part(s) to add Click Parts Attached to Asset checkbox Click Attach Enter estimated units Click Attach
Add Resources to Parent PdM
Go to Maintenance > Predictive Maintenance Open parent PdM record Click + Add button on RHS of Resource blue band Select either a Role and/or individual Resource Enter Units for Roles, Employee, Equipment or Contractor Click Save button
Delete Asset from Parent PdM
Go to Maintenance > Predictive Maintenance Open parent PdM record Click on dropdown arrow on RHS of Asset row Click Delete
Add Checklist to Parent PdM
Go to Maintenance > Preventive Maintenance Open an existing Parent PM record Click Add button on RHS of Checklist blue band Enter Checklist description Choose a schedule to attach the checklist to (if required) Click Save button
Add Parts to a Parent PdM
Go to Maintenance > Predictive Maintenance Open parent PdM record Click Add button on RHS of Parts blue band Select part(s) to add Click Attach Enter Estimated Units Click Attach
Delete Attachment from Child PdM
Go to Maintenance > Preventive Maintenance Open Child PdM record Click on Dropdown Arrow on RHS of Attachment row Click Delete Click Ok
Delete Checklist from a Parent PdM
Go to Maintenance > Predictive Maintenance Open parent PdM record Click on Dropdown Arrow on LHS of Checklist row Click Delete Click Ok
Delete Checklist from a Child PdM
Go to Maintenance > Predictive Maintenance Open child PdM record Click on Dropdown Arrow on RHS of Checklist row Click Delete Click Ok
Delete Comments in Child PM
Go to Maintenance > Predictive Maintenance Open child PdM record Click on Dropdown Arrow on RHS of Comment Click Delete button
Delete Parts from Parent PdM
Go to Maintenance > Predictive Maintenance Open parent PM record Click on dropdown arrow on LHS of part row Click Delete Click OK
Delete Parts from Child PdM
Go to Maintenance > Predictive Maintenance Open child PdM record Click on dropdown arrow on RHS of part row Click Delete Click OK
Delete PdM Trigger
Go to Maintenance > Predictive Maintenance Open parent PdM record Click on dropdown arrow on RHS of Schedule row Click Delete Click OK OR Go to Maintenance > Predictive Maintenance Open child PdM record Click on Delete button on top RHS Click ...
Delete Resource Attached to Child PdM
Go to Maintenance > Predictive Maintenance Open child PdM record Click on dropdown arrow on RHS of Resource row Click Delete Click OK
Delete Resource Attached to Parent PdM
Go to Maintenance > Predictive Maintenance Open parent PdM record Click on dropdown arrow on LHS of Resource row Click Delete Click OK
Edit Checklist in a Parent PdM
Go to Maintenance > Predictive Maintenance Open Parent PdM record Click on Dropdown Arrow on LHS of Checklist row Click Edit Edit Checklist Click Save To assign the checklist to specific schedules, click Edit on the top section of the Checklist ...
Edit Checklist in a Child PdM
Go to Maintenance > Predictive Maintenance Open child PdM Click on the Dropdown Arrow on RHS of Checklist row Click Edit Edit Checklist Click Save
Edit Parts Attached to a Parent PdM
Go to Maintenance > Predictive Maintenance Open Parent PdM record Click on Dropdown Arrow on LHS of Parts row Click Edit Edit Parts Click Save To assign the part to specific schedules, click Edit on the top section of the parts zone. Choose which ...
Edit Parts Attached to a Child PdM
Go to Maintenance > Predictive Maintenance Open Child PdM record Click on Dropdown Arrow on RHS of Parts row Click Edit Edit Parts Click Save
Edit Resource Attached to a Parent PdM
Go to Maintenance > Predictive Maintenance Open parent PdM record Click on dropdown arrow on LHS of Resource row Click Edit Edit resource information Click Save To assign the Resource to a specific trigger, click Edit on the top section of the ...
Edit Resource Attached to a Child PdM
Go to Maintenance > Predictive Maintenance Open child PM record Click on dropdown arrow on RHS of Resource row Click Edit Edit resource information Click Save
Edit Task Attached to a Child PdM
Go to Maintenance > Predictive Maintenance Open child PdM record Click dropdown arrow on RHS of Task row Click Edit Edit task details Click Save button
Set PM Address to Default to Attached Asset Address
Go to Maintenance > Predictive Maintenance Open parent PdM record Click on dropdown arrow on RHS of Asset row Click Default Address PM address will be filled in with same address as attached asset Or Go to Maintenance > Predictive Maintenance Open ...
View Attachment in PdM
Go to Maintenance > Predictive Maintenance Open child PdM record Click on Dropdown Arrow on RHS of Attachment row OR Click on Attachment
View Work Orders Associated with Child PdM
Go to Maintenance > Preventive Maintenance Open child PM record Click dropdown on RHS of Work Order blue band Select MTD (Month to Date), YTD (Year to Date), LTD (Life to Date)
Add Asset to a Parent PdM
Go to Maintenance > Predictive Maintenance Open parent PdM record Click + Add button on RHS of Asset blue band Select Asset(s) from popup window by checking the box(es) Click Attach button
Add Multiple Resources to Child PdM
Go to Maintenance > Predictive Maintenance Open child PdM record Click on + Add Dropdown arrow on RHS of Resource blue band Click Add Multiple Select checkbox for Employee Filter LHS tree for Equipment, Contractor, and Roles and select check ...
Delete Asset from Child PdM
Go to Maintenance > Predictive Maintenance Open child PdM record Click on dropdown arrow on RHS of Asset row Click Delete

Web App | Predictive Maintenance | Knowledge Base

Predictive Maintenance

Add a Task to Child PdM

Add Asset to a Child PdM

Add Attachment(s) to a Child PdM

Add Checklist from Task to Child PdM

Add Checklist to PdM from Child PdM

Add More Parts to Child PdM

Add Multiple Resources to Parent PdM

Add Parts and Attach to an Asset in Parent PdM

Add Resources to Parent PdM

Delete Asset from Parent PdM

Add Checklist to Parent PdM

Add Parts to a Parent PdM

Delete Attachment from Child PdM

Delete Checklist from a Parent PdM

Delete Checklist from a Child PdM

Delete Comments in Child PM

Delete Parts from Parent PdM

Delete Parts from Child PdM

Delete PdM Trigger

Delete Resource Attached to Child PdM

Delete Resource Attached to Parent PdM

Edit Checklist in a Parent PdM

Edit Checklist in a Child PdM

Edit Parts Attached to a Parent PdM

Edit Parts Attached to a Child PdM

Edit Resource Attached to a Parent PdM

Edit Resource Attached to a Child PdM

Edit Task Attached to a Child PdM

Set PM Address to Default to Attached Asset Address

View Attachment in PdM

View Work Orders Associated with Child PdM

Add Asset to a Parent PdM

Add Multiple Resources to Child PdM

Delete Asset from Child PdM