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Create a Preventative Maintenance Plan

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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.

  1. Click Screen Shot 2018-04-12 at 3.27.44 PM.png>Preventative Maintenance.
  2. Select an Asset type.
  3. Click Create Plan.
  4. Enter the plan name.

Create a filter to focus the plan on a specific set of assets.

  1. Add an activity.
  2. Click Repeat or Add and define a trigger.

Repeat steps 3-6 as needed.

  1. 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.

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