Maintenance

Preventative Maintenance (PMs) are notifications programmed for Users to maintain pieces of Equipment on Assets within a recommended timeframe. The PMs that are programmed are recommendations from Vince Hagan. Your organization will need to program PM schedules and notifications based on your protocols and timelines of Asset maintenance.

Alerts can be accessed in several places in the app.

First/Home Screen: The “Latest PMs” section on this screen displays all PMs of the User Groups the User is apart of within your Organization.

Maintenance Page: The “Open Org PMs” section on this screen displays all Alerts of the User Groups the User is apart of within your Organization.

Asset > Maintenance: The PMs that are specific to the Asset itself.

Asset > Equipment > Maintenance: The PMs that are specific to the Equipment itself.

PM Details:

• Image: Picture of the specific item needing to be maintained
• Checkbox: Complete the PM
• Title: Quick Summary of PM
• Equipment: Name of the piece of Equipment to maintain
• Last PM: Last time the PM was completed in the App
• Next PM: If PM is scheduled to recur, this will be the next PM set to occur in specified timeframe.
• Interval: How often the PM is specified to occur
• Description: Describe the PM and what is needing to be done

A User with any authority levels are able to add a PM to the Equipment on an Asset.

PMs may be added from a checklist of suggested PMs for that Equipment – Navigate to: Menu > Assets > Choose Asset > Equipment > Choose Equipment > Maintenance in the green buttons. Click the checklist icon () in the top right corner. Click the + symbol next to the PM and it will be added to the list of scheduled PMs.

To add a new PM to the Asset manually go to – Menu > Assets > Choose Asset > Maintenance in the green buttons. Click the add PM icon () in the top right corner. Complete the details of the form. You will be taken to a confirmation page once the PM’s information is complete.

To add a new PM to the Equipment manually go to – Menu > Assets > Choose Asset > Equipment > Choose Equipment > Maintenance in the green buttons. Click the add Alert icon () in the top right corner. Complete the details of the form. You will be taken to a confirmation page once the PM’s information is complete.

PMs can be viewed in a List or Calendar view.

To edit a PM, navigate to Menu > Maintenance > Select PM

Click the edit () icon on the PM and complete the form on the next page.

To delete a PM, navigate to Menu > Maintnance > Select PM

Click the edit () icon on the PM and click Delete on the confirmation screen.

To complete a PM, navigate to the PM list and click the checkbox or PM directly and click the square icon in the green circle. The PM is then sent to the Archive with a completed timestamp and the User that completed the PM. If recurring, it will schedule a new PM within the specified timeframe.

To access the organization’s PMs archive, navigate to Menu > Assets > Choose Asset > Maintenance and click the archive icon in the top right corner ().

This screen will present the history of completed PMs for an Organization.