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A plan must be activated to be in use. You can add multiple plans for an asset type or equipment and add more than one activity per plan.
- Click >Preventative Maintenance.
- Select an Asset type.
- Click Create Plan.
- Enter the plan name.
Create a filter to focus the plan on a specific set of assets.
- Add an activity.
- Click Repeat or Add and define a trigger.
Repeat steps 3-6 as needed.
- Click Activate Plan.
Once the plan is activated, the system creates a projected task. The projected task converts into an open task automatically or manually.