PM Template Setup
Adding Recurring Tasks to Equipment
There are two ways to track recurring tasks on equipment:
- Individually – Add tasks directly to each unit, one at a time.
- Using a PM Template – Create a template with predefined tasks and apply it to multiple units.
When to Add Tasks Individually
If equipment has unique maintenance requirements that differ from other units, it is best to add tasks individually through the equipment profile. For example, a specialized machine with custom maintenance needs would not benefit from a shared template.
When to Use a PM Template
If multiple units follow the same maintenance schedule—such as a fleet of light-duty trucks—it is more efficient to create a single Light Duty Truck PM Template. This template can then be applied to all relevant units, saving time and ensuring consistency.
Hybrid Approach
PM Templates can be applied to a unit, with any unique tasks for that unit added afterward. This approach provides both standardization and flexibility.
Creating A New PM Template
To create a new maintenance template, click the gear icon in the top-right corner and select PM Templates.
Click the blue New button to create a template and enter a name for it.
On this screen, a Primary Meter and Secondary Meter can be selected. These meters are used for tracking whenever tasks are created. Select a meter configuration appropriate for this type of equipment.
Important: All equipment assigned to this PM template must use the same meter types. For example, if the template uses Miles and Hours, a unit configured with only Miles cannot be added to the template.
Click Save after naming the template and selecting the meter configuration. Once saved, the system allows tasks to be added to the template.
Click the Add Task button to add tasks to the template. This opens the New Template Task screen.
Editing An Existing PM Template
To modify a template, click the gear icon in the top-right corner and select PM Templates.
Next, click the action gear next to the template to be edited and select Edit from the menu.
To add a new task, click the Add Task button at the bottom of the screen. To edit an existing task, click the task name.
Use the Delete button at the bottom of the screen to permanently remove the PM template from the system.
Assigning PM Templates to Equipment
From the Equipment Index, click the gear icon next to the unit and select Edit.
Scroll down to the Settings section and click the PM Template dropdown to select a template from the list.
After selecting a template, click the Save button at the bottom to apply the changes.
Assigning Template From PM Template Management
To assign multiple units to a PM Template, go to the PM Template Management screen by clicking the gear icon in the top right and selecting PM Templates.
Click the gear icon next to the template to be updated, then select Add Equipment.
A list of equipment eligible for assignment to the PM Template will be displayed.
For a unit to appear in this list, the following conditions must be met:
- The unit must not already be assigned to another PM Template. If it is, it must first be removed from the existing template.
- The Primary and Secondary meter configurations must exactly match between the PM Template settings and the unit’s configuration on the Edit Equipment screen.
Select the equipment to assign to the template, then click Save. Multiple units can be selected as needed.
Removing Equipment From A PM Template
Equipment can also be removed from a template via the PM Template Management screen by clicking the gear icon next to the template and selecting Remove Equipment.
Select the equipment to remove from the template, then click Save to apply the changes.
A PM Template can also be removed from a unit by opening the Edit Equipment screen, clicking the PM Templatedropdown, and pressing the Backspace key.
For a detailed video tutorial of how to setup PM tasks please follow this link.