How do I create an unscheduled Preventive Maintenance task for a piece of equipment?

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{Matthew Gillen}
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If a problem is discovered with a piece of equipment and an open PM task does not exist, an unscheduled task can be created from the equipment record.

To create an Unscheduled Task:

  1. Click Go To > Preventative Maintenance > Equipment Search.
  2. Use the SEARCH or column filters to locate the desired piece of equipment.
  3. Select the piece of equipment from the search grid.
  4. Click the TASKS tab.
  5. Click , and select New Unscheduled Task.
  6. Enter a NAME for the task, select an ASSIGNEE, and enter the number of days allotted to complete the work. Additional task notes can be entered in the NOTES field.
  7. Click SAVE.

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