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Preventative Maintenance Usage and Time Trigger Based Plan Example

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This example shows how to create a preventative maintenance plan for a squad car so the oil is changed every 3,000 miles or three months. Note that Squad Car was added as an equipment classification for this example, and does not come standard.

  1. Click Screen Shot 2018-04-12 at 3.27.44 PM.png>Preventative Maintenance.
  2. Select Equipment.
  3. Click Create Plan.
  4. Enter the plan name, Squad Car Oil Change.
  5. Click Edit Filter.
  6. Create a filter where the Equipment Classification is Squad Cars and click Apply.
  7. Click Add Activity and select PM A.
  8. Click Add Trigger and select Time.
  9. Define the trigger with the following values:
  • Every 3
  • Months time span
  • May 1 as the starting date after the previous PM A task was completed.
  1. Click the Save Trigger icon.
  2. Click Add Trigger and select Usage.
  3. Define the trigger with a value of Every 3000.
  4. Click the Save Trigger icon.
  5. Click Activate Plan.
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