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Preventative Maintenance Program Configuration (non-fleet assets)

Preventative Maintenance Programs can be configured by navigating to Strategic Maintenance Planning > Preventative Maintenance Program.

 

This area allows users to create a new program, or adjust an existing program.

Creating a New Preventative Maintenance Program

To create a new Preventive Maintenance Program, select the Asset Category you want to  attach the program to from the drop-down list:

 

Once you have navigated to the correct Asset Category, hit the Add button:

 

In the Edit Preventative Maintenance Program dialogue, enter the following information:

  • Name: Enter a name for your Preventative Maintenance Program.
  • Group Type: Select the relevant Preventive Maintenance group type from the drop-down list.
  • Code: Enter a Code for your preventative maintenance program (optional).
  • Description: Enter a description for your Preventive Maintenance Program.
  • Meter Interval: Enter the meter reading interval that you want the PM task to be carried out by.
    Note: this function is only available for asset categories that capture Meter Readings, e.g. Fleet.
  • Day Interval: Enter the day interval that you want the PM task to be carried out by.
    Note: for assets categories with Meter Readings, you may specify a meter interval and day interval.
  • Work Ticket Template: Select the appropriate Work Ticket Template from the drop-down list (please click here for instructions on how to create a new Work Ticket Template).
  • Estimated Quantity: Enter the estimated task quantity for each PM job.
  • PM Type: Select relevant the PM Type from the drop-down list (optional).
  • Depended PM: If this PM task is dependent on another configured PM task, please select the dependent PM task from the drop-down list.
    Note: if another PM task is nominated as a dependent, it will take priority when it coincides with this PM task.

Assigning Assets to a Preventative Maintenance Program

To assign assets to your Preventative Maintenance Program, hit the Assign button:

 

This will activate the Advanced Asset Search dialogue.

 

Use this tool to search for the assets you want to add to your PM Program.

 

Once you have located the assets you want to add, highlight them and hit the Select Asset button to add them to the program.

 

Once you have added assets to the PM Program, you will need to specify the following for each asset:

  1. Meter Last Done: The meter reading that was taken the last time the PM task was carried out on the asset (only available for asset categories that allow meter readings).
  2. Date Last Done: The date that the PM task was last carried out on the asset (only required when using a day interval for the PM program).

 

Click OK when done.

 

The selected assets will now be listed with their last done meter reading and/or last done date values in the Edit Preventative Maintenance Program dialogue: