Add PM Tasks (Individually Per Unit)
To add an individual PM Task to a unit, click on the equipment row in your Equipment list to open the equipment profile screen. Then, select the PM Task tab.
Click the blue New button on the right and choose PM Task. This will bring you to the Add Recurring Task screen.
- Task: This is the task name that appears on Work Orders and reports.
- Parent Task: Use this if you want to make the current task a child of another task. Click here for more details on parent and child tasks.
- Status: Choose between Active and Inactive. This reflects the task’s current state. Most tasks are Active by default, but you can set a task to Inactive later if you want to temporarily hide or stop using it.
Task Tracking Options
Below the status box are tracking options. Available choices depend on the equipment’s meter configuration, which you can change by editing the primary and secondary meters.
If equipment is assigned a maintenance template, its primary and secondary meters are inherited by that template. All tasks can use Date tracking, regardless of meter settings.
You will find checkboxes for Date tracking as well as for each meter type assigned to the equipment. Select the tracking intervals applicable to this task; none are mandatory, and multiple options may be chosen. For instance, if both Date and Hour tracking are enabled, the task will be marked as due based on whichever interval occurs first.
If Due Every is selected, you can specify the recurring interval for the task.
If Due On or Due At is selected, the system will mark the task as due based on a specific date or meter reading.
Click Add Date or Add Meter to include an additional ‘Due On’ or ‘Due At’ value.
Advance Notice lets the system send a Soon Due before a task is scheduled, giving you a heads-up when the task is approaching its due point.
Adding a Last Performed value allows the system to better track when the task was last completed.
Linked Task works like a parent/child relationship. For example, a 500-mile task can be linked to a 1,000-mile task—when the 1,000-mile task is completed, the 500-mile task is automatically marked complete as well. Click here for more information about linked tasks.
Additional Details / Link Parts To Tasks
Under the Additional Details section:
- Estimated Labor indicates how long the task is expected to take. This value is used as the default labor time when the task is added to a Work Order.
- Notes will appear on the Work Order beneath the task. Use this field to include any extra details, such as instructions or clarifications. These notes will also appear on printed Work Orders under the task name.
- The Parts Required section includes a Select Part button, allowing you to link a part from your inventory to the task. When Select Part is clicked, the task is saved automatically, and you’ll have the option to choose from your parts list.
Click the smaller Save button once you have reviewed and confirmed all details.
Now whenever the Oil Change task is added to a Work Order, the ‘Oil Filter’ part will be included automatically.
Click the green Save button at the bottom to save this task. Click Save & New to save and return to this screen to add another task immediately.