Preventative Maintenance Overview


You can generate Preventative Maintenance schedules on Work Orders for Equipment items.

You can schedule Work Orders by calendar or meter.

Work Orders can automatically generated by calendar or meter using a PM Schedule.

You can combine Work Orders for different Equipment items typically completed sequentially by the same maintenance worker into a PM Route.

Multiple work orders for a single piece of equipment can be dynamically generated and be based on a PM Group Schedule.

Key Features

Some schedules may automatically be generated with certain types of Work Orders.

There are three ways to define preventative maintenance:

  1. PM Schedules:
    These are Model type Work Orders associated to a piece of Equipment with scheduling logic based on the calendar or a meter that automatically generates work orders.

    For example, a work truck needs an oil change every 3,000 miles.

  2. PM Routes:
    A Set of Equipment, each tied to a Standard Work Task, with one _Route type Work Order created for the whole PM Route and child Route Stop type Work Orders created for each Equipment.

    For example, a supervisor inspects 20 work trucks every Monday.

    The inspection route assignment to the supervisor also generates 20 separate work orders for each truck.

  3. PM Group Schedule:
    A hierarchy of _Model type Work Orders for the same piece of Equipment scheduled at monthly intervals where higher number Work Orders supersede lower number work orders.

    For example, a machine belt requires an inspection every month, an adjustment every three months, and replacement each year.

    The inspection is part of the adjustment process completed at months 3, 6, 9, or 12. Both an adjustment and an inspection are part of installing the new belt at month 12.

    The PM Group Schedule only generates one work order of the highest level.