AI Assistant for Preventive Maintenance Scheduling
This document provides an overview of how to utilize the AI Assistant for managing preventive maintenance (PM) schedules effectively.
Creating a PM Schedule
Access the PM Schedule Screen: Navigate to the Preventive Maintenance Schedule screen.
Enable AI Assistant: Ensure the AI Assistant is enabled to access new options.
Create a Schedule:
Use the drop-down to select one of the following methods:
Speak to Create: For example, say "Create a PM schedule for a 3.5-ton HVAC unit for summer."
Type to Create: Enter the details manually.
Take a Picture to Create: Use a photo of the equipment to initiate the creation.
Confirm Equipment: The AI Assistant will search for relevant equipment (e.g., HVAC units) and present options.
Select Equipment: Choose the equipment for which you want to create the PM schedule.
Confirm Creation: Click "Confirm All" to generate a generic PM schedule with associated tasks.
Enriching an Existing PM Schedule
Access Existing PM Schedules: Open any already created PM schedule.
Enhance Tasks: Use the drop-down options to enrich the PM schedule by adding more detailed tasks.
Update Methods: Similar to creating a schedule, you can:
Speak to Update: Provide verbal instructions for updates.
Type to Update: Manually input changes.
Upload a Picture: Use an image to assist in updating the schedule.
Generating PM Schedules for Specific Equipment
Select Specific Equipment: Navigate to the desired HVAC unit or piece of equipment.
Generate PM Schedule:
Click the "Generate a PM Schedule" button.
The AI Assistant will automatically populate the schedule with relevant information and suggested tasks based on the equipment's details.
Attach Equipment: The generated PM schedule will be linked to the selected piece of equipment.
Set Frequency: Specify how often the maintenance should occur (e.g., monthly, quarterly, annually).
Confirm Creation: Click "Confirm All" to finalize the PM schedule for the equipment.
Conclusion
The AI Assistant streamlines the process of creating and managing preventive maintenance schedules, making it easier to ensure that all necessary tasks are completed for each piece of equipment. By leveraging voice commands, typing, or image uploads, users can efficiently maintain their equipment schedules.