Add and Manage Maintenance [PM] (Admins and/or Sub-Admins)

Setup and manage scheduled preventive maintenance and have no more worries! The scheduled Maintenance [PM] rolls out as a Work Order on the next scheduled date and shows on your calendar on that day (see "Scheduled" below).  Set it and forget it!

To get started, go to your left sidebar and click on Maintenance [PM]>Add Maintenance [PM].

Add the following:

1. Location

2. Service Category

3. Description

If space(s) are required, select the space(s) where the work will take place.

NOTE:  If there is a red asterisk, then spaces are required

Under Additional Details 

Associate any Equipment that relates to the work order

If the Work Order has specific Tasks that need completed, you have the option to add them

Assign the Work Order to an External Vendor, Internal User or Department

Add images from your 1) Computer or 2) Document Library 

Enter the desired Frequency, Start Date (and an optional End Date)

Enter further details on the frequency and when the Work Order will generate:

NOTE:  See the following article on this feature:  Maintenance [PM] | Frequency for Ongoing Generated Work Orders

Finally add desired optional settings, Reminders, etc. and then click SAVE

Once you've completed entering all of your information and SAVED, you can review, filter, edit, copy, and/or delete your scheduled preventive maintenance items by going to Maintenance [PM]=>List Maintenance [PM], located on the left sidebar of your dashbar. You also have the ability to "Skip" a PM occurrence as needed!