Preventive Maintenance
Preventive Maintenance Manager provides tools to schedule and dispatch equipment maintenance and repairs, and track those repairs throughout the maintenance cycle. Additionally, standard equipment templates may be associated with specific pieces of equipment, and with industry standard maintenance tasks and schedules, assuring easy set-up and standardization.
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Preventive Maintenance User Guide
The Preventive Maintenance Manager provides tools to schedule and dispatch equipment maintenance and repai...
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How do I change the status of a Preventive Maintenance task?
To change status from the Search Tasks page: Select the checkboxes to the left of the PM Task (or group of...
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How do I complete the steps on a Preventive Maintenance task?
To complete the steps on a PM task: Navigate to the specific New or Open PM Task. Click the Steps section ...
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How do I enter meter readings for a Preventive Maintenance task?
To enter meter readings on a PM task: Navigate to the specific New or Open PM Task. Click the Meter Readin...
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How do I add a comment to a Preventive Maintenance task?
To add a comment to a PM task: Locate and open the PM Task. Click ADD COMMENT: Enter your comment and cli...
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How do I add labor to a Preventive Maintenance task?
To add labor to a PM task: Locate and open the PM Task. Click the Add Labor icon in the Labor and Material...
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How do I add materials to a Preventive Maintenance task?
To add materials to a PM task: Locate and open the PM Task. Click the Add Materials icon in the Labor and ...
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How do I share a Preventive Maintenance task?
This article describes how to share a Preventive maintenance task. To share a PM task: Locate and open the...
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How do I attach a file to a Preventive Maintenance task?
Navigate to the specific PM task. In the Files section of the PM Task, click (+): Use the ADD FILES functi...
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How do I print a Preventive Maintenance task?
To print from the Search Tasks page: Select the checkboxes to the left of the PM Task (or group of PM Task...
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How do I create an unscheduled Preventive Maintenance task from an open task?
Unscheduled tasks may be used to document unplanned repair work performed on a piece of equipment during th...
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How do I reassign Preventative Maintenance tasks?
Preventive Maintenance tasks can be reassigned individually or in bulk to assign or redistribute work. The ...
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How do I use the Preventive Maintenance task schedule and calendar?
The task calendar provides you with a monthly, weekly, and daily breakdown of the preventive maintenance ta...
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How do I search for a piece of equipment in my building?
This section describes how to locate a piece of equipment in your equipment library. To search for a piece ...
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How do I add a new piece of equipment to my building's Equipment Library?
Equipment can be added to a building via two ways. You can either create the equipment from scratch, or lev...
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How do I create an unscheduled Preventive Maintenance task for a piece of equipment?
If a problem is discovered with a piece of equipment and an open PM task does not exist, an unscheduled tas...
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How do I add/delete a Preventive Maintenance task?
This article describes how to add an additional task to a piece of equipment. To add a task: Click Go To >...
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How do I associate a piece of equipment to a Preventive Maintenance template?
Associating a piece of equipment to a template pushes all of the template tasks to the piece of equipment. ...
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How do I locate a Preventive Maintenance Template?
This section describes how to search for an existing preventive maintenance template. To search for a templ...
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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 equi...
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How do I manage Preventive Maintenance tasks within the Template Library?
This section describes the process of modifying an existing equipment template. WARNING: All changes to Tem...
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How do I place my building's Preventive Maintenance module On Hold?
This article describes how to place an entire buildings preventative maintenance program on hold. To place ...
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