Clone PM screen

Select how work order are generated for preventive maintenance tasks. Options include:

• Balanced—The software automatically generates work order based on predefined schedules or intervals, distributing the workload evenly over time. This mode is useful for tasks that require regular maintenance at consistent intervals, such as monthly inspections, and ensures that tasks are spaced out to prevent overloading maintenance staff.

• Manual—You have the flexibility to manually generate work order for PM tasks as needed. This mode allows you to create work order on an ad-hoc basis, which can be useful for tasks that do not follow a strict schedule or require more flexibility in planning.

The choice between these two options depends on the nature of the PM tasks and how they fit into the maintenance strategy of the organization. Balanced is suitable for tasks with regular, predictable schedules, while Manual provides greater control when scheduling is more variable or responsive to specific circumstances.

Select the property on which the new PM will be completed.

Enter a name or title of the PM.

Select the category for which to view assets in the selected locations.

Select the physical locations where assets will be applied.

Select the asset to be associated with the PM.

Select the technician who will perform the PM.

Select the department to be associated with the PM.

Select the skill required to perform the PM.

Select one or multiple checklists to associate with the PM.

Select the type of PM that is being created.

Opens the Schedule dialog box where you configure the schedule for the PM.

A schedule can be configured in one of two ways, as a Pattern- or Gap-based schedule.

• Pattern—A pattern schedule triggers a work order based on a fixed date and time, such as first day of the month. Pattern means a standard frequency like monthly, quarterly, bi-annually, specific dates, or specific days of the week. Consecutive work orders are triggered based on pattern and not based on the completion date of the previous work order. For example, if the pattern is Monthly with date of 5th, then work orders will be triggered on the 5th day of every month.

• Gap—Gap allows for work orders to be generated x days after the completion of the previous work order. Therefore, if a Gap is 45 days, then consecutive work orders will be generated 45 days after completion of the previous one. This also means if the previous work order was delayed on completion, the next preventive maintenance schedule will be generated x days after its completion.

For more information, see Creating a new PM.

Enter additional comments about the PM.

Opens a file manager window where you can upload attachments to associate with the PM.

Select if an attached image is required to close PM.

Clears any entries you made on the screen.