Create and Manage Preventive Maintenance Events

How to Create Preventive Maintenance Work Order Events

NOTES: Preventive Maintenance events can only be created for the machines that are either assigned to a customer or to a production line that is assigned to a customer. If it is not assigned then the Preventive Maintenance tab will not be shown for the machine.

Steps:

Navigate and open the Machine for which you want to create a preventive maintenance event.
Go to the “Preventive Maintenance” tab and click on “Add Events”.
Enter the essential details
1. Event Name
2. Start Date
  1. Notes: The Start date cannot be the current date or the next date on the calendar.
3. Frequency
  1. Do Not Repeat: The event will trigger once only.
  2. Repeat: The event will trigger again after set intervals
4. If the Frequency is “Repeat” then set the interval for the event triggers
  1. Set Repeat every “x” Day/Week/Month/Year
  2. Set Automatically Create Work Order “x” Day/Week/Month/Year Before Event
5. Add a Description for the Event
6. Click on “Create Event” to add a new preventive maintenance event work order event for the machine.

Scheduling Work Orders on Calendar

Create a Procedure

Board View for Work Orders, Machines, and Customers

How to Create a Team

Assign Teams When Creating Customers, Production Lines, and Machines