PMs: Classifications

The PMs tab displays the assets, schedules and work orders associated with this classification through a preventive maintenance schedule. In addition, this tab can be used to designate a PM cycle start date for schedules associated with this classification. This functionality is common to many supporting modules in Maintenance Connection.

In addition, the PMs tab in the Classification module has an additional feature that lets you designate PM Schedules that should be automatically added to any new assets created using this classification. This is a powerful feature to ensure that new assets are automatically scheduled for important maintenance. Upon creation of the new asset, the correct PM Schedule is attached, with a next scheduled date corresponding to the parameters defined for the schedule. The system uses the current date as the Last Generated / Completed Date. If you want to modify the date, this can be done from the Assets: PMs/Tasks tab or the PMs: Assets tab.

The PM List designating the schedules to be auto-added to newly created assets of this classification displays the PM Schedule ID, Name, and Frequency.

ClosedAdd a Preventive Maintenance Schedule

  1. Click Add.

    The Preventive Maintenance module lookup opens, allowing you to select a schedule.

  2. Locate the desired preventive maintenance schedule.

  3. Click the schedule you want to add.

    The selected schedule is added to the My Selection(s) area at the bottom of the lookup.

  4. Continue selecting additional schedules as needed.

    To remove a record that has been added to the My Selection(s) area in error, click the blue arrow directly to the left of the row.

  5. Click Apply.

    The module lookup closes, and the new records are added to the Preventive Maintenance List.

  6. Click Save.

     

ClosedRemove a Preventive Maintenance Schedule

Removing a PM Schedule for this classification ensures that it will not be auto-assigned to newly created assets of this type. However, it will not remove the schedule from assets of this classification already assigned the schedule.

Remove a preventive maintenance schedule from this classification:

  1. Click the check box to the left of the preventive maintenance schedule you want to remove.

    A check mark appears, indicating the record has been selected.

  2. Continue to select any additional preventive maintenance schedules you want to remove.

  3. Click Remove.

    The preventive maintenance schedules are removed.

  4. Click Save.

     

 

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