Add PM Tasks (Individually Per Unit)
To add an individual PM Task to a unit, click the equipment row in the Equipment list to open its profile, then select the PM Task tab.
Click the blue New button on the right and select PM Task. This opens the Add Recurring Task screen.
- Task: The name of the task as it will appear on Work Orders and reports.
- Parent Task: Use this option to make the current task a child of another task. Click here for more details on parent and child tasks.
- Status: Select Active or Inactive to reflect the task’s current state. Tasks are Active by default, but can be set to Inactive to temporarily hide or stop using them.
Task Tracking Options
Below the Status box are tracking options. The available choices depend on the equipment’s meter configuration, which can be modified by editing the primary and secondary meters.
If equipment is assigned a maintenance template, the template inherits the equipment’s primary and secondary meters. All tasks can use Date tracking, regardless of meter settings.
You will see checkboxes for Date tracking as well as for each meter type assigned to the equipment. Select the tracking intervals that apply to this task; none are required, and multiple options can be chosen. For example, 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, specify the recurring interval for the task.
If Due On or Due At is selected, the task will be marked 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 allows the system to send a Soon Due alert before the task is scheduled, providing a heads-up as the task approaches its due point.
- Last Performed: Entering a value here allows the system to track when the task was last completed more accurately.
- Linked Task: Functions like a parent/child relationship. For example, a 500-mile task can be linked to a 1,000-mile task—completing the 1,000-mile task automatically marks the 500-mile task as complete. 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 after reviewing and confirming 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 the task, or select Save & New to save and return to this screen to add another task immediately.