Preventive Maintenance
Dependent Schedules - PM
NEXGEN allows users to make schedules on a PM parent record to be dependent on each other. When schedules are dependent on each other, one will adjust when the other fires a PM WO. For example, if there are two dependent schedules on a fleet ...
Add, Edit, or Delete a Child PM Task - PM
Tasks on Child PMs can be added or edited straight from the Child PM record. For instructions on how to do so, see below. Navigate to the Preventive Maintenance Module From the NEXGEN dashboard, click Maintenance. Click Preventive Maintenance. Add a ...
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 ...
Add or Remove Assets from a PM Record - PM
When adding assets to a PM record, users have four options: they can add assets based on the asset class, location, or process, by using a geofence, by selecting specific assets from the map, or by adding assets from a list. Outlined below are the ...
Parent PM vs. Child PM vs. Single PM - PM
NEXGEN's Preventive Maintenance module provides users with the option to associate multiple schedules to a specific PM program. Users also have the option to have no schedule associated with a PM. For an overview of our PM module and our different ...
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 Checklist from Task to Child PM - PM
You can add a checklist from a task inside of a child PM. This can simplify the process of adding a checklist to a child PM. Navigate to the Preventive Maintenance Module To navigate to the Preventive Maintenance module: From the NEXGEN dashboard, ...
Add a Checklist to a Parent PM - PM
Below are instructions on how to add a checklist item to a parent PM. For more on parent PMs, see this article. Navigate to the Preventive Maintenance Module To navigate to the Preventive Maintenance module: From the NEXGEN dashboard, click ...
Manually Generate a Work Order from a PM Template - PM
If you need to fire a work order from PM template immediately, you can do so using the Work Order button housed within the record. See below for specific instructions on how to do so. Navigate to the Preventive Maintenance Module To navigate to the ...
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 an Item from a Parent PM - PM
You can delete an items that are attached to a parent PM by doing so in the Items zone of that PM. See below for instructions on how to do this. Navigate to the Preventive Maintenance Module To navigate to the Preventive Maintenance module: From the ...
Add More Items to a Child PM - PM
If you already have an item attached to a child PM, you can quickly add more estimated units of that item by using the Add More button. See below for instructions on how to do so. Navigate to the Preventive Maintenance Module To navigate to the ...
Add Items Attached to an Asset to a Parent PM - PM
If you have previously attached an item to an asset, you can quickly add that item to a parent PM ifs associated asset is attached to that PM. See below for instructions on how to do so. Navigate to the Preventive Maintenance Module To navigate to ...
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 ...
Delete a Resource from a Parent PM - PM
If there is a resource attached to a parent PM that you would like to delete, you can do so by following the steps below. Navigate to the Preventive Maintenance Module To navigate to the Preventive Maintenance module: From the NEXGEN dashboard, click ...
Edit or Delete a Resource Attached to a Parent PM - PM
If needed, you can edit or delete a resource that you previously attached to a parent PM. To do so, follow the steps below. Navigate to the Preventive Maintenance Module To navigate to the Preventive Maintenance module: From the NEXGEN dashboard, ...
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. ...
Delete a PM Schedule - PM
If you need to delete an existing PM schedule, you can do so from either the parent or child PM. See below for instructions on how to do so. To learn how to distinguish between parent and child PMs, see here. Navigate to the Preventive Maintenance ...
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 ...
Add Checklist to a Child PM - PM
Navigate to the Preventive Maintenance Module To navigate to the Preventive Maintenance module: From the NEXGEN dashboard, click Maintenance in the blue sidebar to the left. Click Preventive Maintenance. Add a Checklist to a Child PM To add a ...
Edit or Delete an Asset on a Parent PM - PM
Navigate to the Preventive Maintenance Module To navigate to the Preventive Maintenance module: From the NEXGEN dashboard, click Maintenance in the blue sidebar to the left. Click Preventive Maintenance. Edit or Delete an Asset on a Parent PM To edit ...
Set PM Address to Default to Attached Asset Address
Go to Maintenance > Preventive Maintenance Open parent PM 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 > Preventive Maintenance Open ...
Add an Asset to a Parent PM - PM
Navigate to the Preventive Maintenance Module To navigate to the Preventive Maintenance module: From the NEXGEN dashboard, click Maintenance in the blue sidebar to the left. Click Preventive Maintenance. Add an Asset to a Parent PM To add an asset to ...
Create a New PM Record
Go to Maintenance > Preventive Maintenance Click on + New on upper LHS Enter required information To schedule the PM, click on Schedule checkbox Add an Asset or multiple Assets Click Save button. This will be the parent PM. A prompt will popup asking ...
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 ...
Detach a Linked PM - PM
Go to Maintenance > Preventive Maintenance Go to List view Find a PM with Linked PM(s) on it Go to the Linked Preventive Maintenance zone Select a PM from the list and click Detach Click Detach to detach the PM Note: The PM that was detached will now ...
Edit Items Attached to a Parent PM - PM
You can edit items that are attached to a parent PM by following the steps below. Navigate to the Preventive Maintenance Module To navigate to the Preventive Maintenance module: From the NEXGEN dashboard, click Maintenance in the blue sidebar to the ...
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 ...
Edit or Delete a Checklist in a Child PM - PM
Users can edit or delete an existing checklist on a child PM, if needed. For details on how to do so, see below. Navigate to the Preventive Maintenance Module To navigate to the Preventive Maintenance module: From the NEXGEN dashboard, click ...
Edit or Delete Items Attached to a Child PM - PM
You can edit or delete items that have been previously attached to a child PM. To do so, follow the steps below. Navigate to the Preventive Maintenance Module To navigate to the Preventive Maintenance module: From the NEXGEN dashboard, click ...
Edit or Delete a Resource Attached to a Child PM - PM
Users can edit or delete resources that have been previously attached to a child PM. To do so, follow the steps below. Navigate to the Preventive Maintenance Module To navigate to the Preventive Maintenance module: From the NEXGEN dashboard, click ...
Print, Delete, Save and Trigger a Work Order from the New Preventive Maintenance Parent/Child View
Assigning Different Checklists Per Schedule