Add PM Maintenance Tasks (Individually Per Unit)
To get started adding an individual PM Task to a unit, click on the equipment row from your Equipment list to get to the equipment profile screen. Click the Tasks tab.
Click the blue New button on the right and choose PM Task. This will bring you to the Add Recurring Task screen.
We will go over each item on this screen in detail.
The Task box at the top is the name of the task. This name will show up on Work Orders and on reports, so make sure it's brief but understandable. You do not want a very large value here if at all possible.
Parent Task is used if you want this task to be a Child of another task. Click this link for more information about parent and child tasks.
Status will give you the option of Active and Inactive. This is the status of the task itself. You can come back to the task later and set a task to 'inactive' if you wish to hide it or no longer use the task temporarily. The majority of the time this will be set to Active.
Task Tracking Options
There are a few check boxes underneath status box for task Tracking options. The tracking choices available will depend on the meter configuration you chose for the equipment itself. You can modify these by editing the equipment and changing the primary/secondary meter types.
If the equipment is also assigned to a maintenance template, then the primary/secondary meter is inherited by the associated maintenance template. All tasks have the option for Date tracking, regardless of the meter settings.
You will have a check box available for date and each meter type assigned to the equipment. Check the tracking intervals you care about for this task. All of them are optional (you don't need to keep them all checked). You can also combine them. In the example above, both date and hour tracking is enabled. Whichever tracking interval comes up FIRST will flag the task as being due.
If Due Every is checked you can set the recurring interval.
If Due On or Due At is checked, then the system will set the task as being due at a certain date or meter reading.
Click on Add Date or Add Meter to add another 'due at / on' value.
Advance Notice is used to give you a 'Soon Due' notification when the task is almost ready to be done.
In the example above the advance notice is set to 7 days. This way, MPWEB will alert us 1 week before the task become overdue.
You can enter a Last Performed value to tell the system the last time the task was done, for more accurate maintenance tracking.
Linked Task is similar to parent / child tasks. As an example, you can link a 1000 mile and 500 miles task together. Whenever the 1000 mile task is completed the 500 mile task automatically gets included as well. Click this link for more information about linked tasks.
Additional Details / Link Parts To Tasks
Under the Additional Details section, Estimated Labor is how long the task should take to complete. This number is used as a default when adding labor to the Work Order for this task.
Notes will display on the work order underneath of the task. Any extra detail about the task, such as directions or additional explanation of what the task entails, can be added here for reference. These will appear on Work Order print outs under the task name.
The Parts Required section includes a Select Part button. Here you can choose a part from your inventory and associated it with your task.
When you click Select Part, the task is automatically saved. You will have the option to add from a parts list.
Press the smaller Save button when everything looks good.
Now, whenever this Oil Change task is added to a Work Order the 'Oil Filter' part will automatically get added as well.
Click the green Save button on the bottom to save this task. Click Save & New to save the task and bring you back to this screen to immediately add another task.