How do I add/delete a Preventive Maintenance task?

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{Matthew Gillen}
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This article describes how to add an additional task to a piece of equipment.

To add a 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 and it will direct you to the Equipment Library.
  4. Click the TASKS tab.
  5. Click , and select New Task.
  6. Complete the required fields marked with a red asterisk (*). Required fields include the task NAME, NEXT (fire) DATE, COMPLETE IN (DAYS), EXPECTED (HRS), FREQUENCY, ASSIGNEE, and STEPS.
  7. (Optional) Add NOTES, Enabled STEPS REQUIREDPARTS AND TOOLS, and METER READINGS.
  8. Click SAVE.

 To delete a task, select the box next to the TASK and click .

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