Manage PMs

1. Select Preventative Maintenance from the Admin drop-down menu then select Manage Preventative Maintenance. 

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2. Select the Plus Sign button from the Manage Preventative Maintenance screen.


3. Enter all of the information related to the PM in the given fields.

4. If there is a procedure related to the PM then select the procedure from the drop-down menu.

If you would like to add a new procedure view Manage Procedures.

5. Enter a description or any other notes related to the PM.

6. Upload any related files that you would like to be attached to each generated work order.

7. Select the Save button.