How do I create a Preventive Maintenance Template?

Equipment Templates allow you to define the steps and frequency of work for specific types of building equipment. Utilizing the templates allows you standardize your maintenance program and expedite any future step changes.

WARNING: All changes to Templates at the Portfolio Template Library level will affect all building level equipment to which it is linked. This includes, but is not limited to, any edits, additions or deletions made to template tasks. Once equipment in multiple buildings has been associated to specific templates, any template changes should be made carefully.

Note: You may not have access to this functionality with your existing account permissions. To add the permission, please contact your system administrator or Building Engines Support ([e-mail]) for details.

To create a new template:

1. Click Go To > Preventative Maintenance > Template Library.
2. Select a Template Library.
3. Click .
4. Enter a template NAME and select a CATEGORY.
5. (Optional) Use the NOTES box to enter additional template information.
6. Click SAVE.
7. After you click SAVE, additional tabs become available that allow you to complete the template setup. All information added at the template level is automatically carried down to the equipment tied to the template.
   1. TASKS – add periodic maintenance tasks to the template.
   2. AUDIT – review building equipment that is currently connected to the template.
   3. FILES – add or view any documents attached to the template.
   4. HISTORY – review date/time stamped history for template activity.