Our PPM Scheduler allows you to create a PPM Service Schedule for multiple assets for multiple clients. When a PPM Service Schedule is created for an asset, the corresponding Service Records will be created for that asset based on the recurring frequency set. Those Asset Service Records are then ready for completion when the service is due for that asset. 

Please note if you have an asset with a "PPM Scheduler Service Start" date set on the asset details (this can be set individually or from a bulk import), the Service recurring frequency will be calculated from that date and not the date you enter on the PPM Scheduler. Assets without a PPM Scheduler Service date set will use the date entered on the PPM Scheduler.

Jump To Sections:

Create a PPM Service Schedule.

Filtering To Apply Schedule to Chosen Assets.


Create a PPM Service Schedule.

To create a PPM Service schedule, navigate to Asset Management and select the PPM Scheduler tab.

Here you can describe your schedule frequency and Select the assets that will be placed on the schedule.

  • Title - This description will name each of the service records created in the series. This can be updated on an individual service record basis.

  • Service Recurring Every - You can choose the recurrence of the service records every x number of days, weeks, months and years i.e every 3 months from the initial service date.

  • Service Date and Time - The Date and Time for the initial service date. *Please note if you have an asset with a "PPM Scheduler Service Start" date set on the asset details (this can be set individually or from a bulk import), the Service recurring frequency will be calculated from that date and not the date you enter on the PPM Scheduler. Assets without a PPM Scheduler Service date set will use the date entered on the PPM Scheduler.

  • Stop Date - The date at which the schedule will end. You can schedule for a maximum of 5 years

  • Notes - Any relevant notes can be included for future reference.


Filtering To Apply Schedule to Chosen Assets

Once you have set your schedule you can then select which assets will be included. There are a range of filters on each column allowing you to filter the asset gird down to specific assets, clients, locations, etc.

Once you have filtered to the assets you wish for the PPM Schedule to be applied to, you can then select all assets on an individual page or select assets across multiple pages and / or you can select every asset from that filtered selection.

Once you have decided which assets will be included, simply select Save on the bottom right of the screen. 

You will then receive a message to say that this may take a little while to process. Once Klipboard has finished processing the schedule, you will receive an email confirming the PPM Service Schedule is now active for those assets and that the Service Records that have to be completed have been created for those Assets in accordance with the frequency set.

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