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Planned preventative maintenance templates

Manage and schedule maintenance tasks to ensure optimal performance and reduce breakdowns.

Updated over 2 months ago

Planned Preventive Maintenance (PPM) is a systematic and proactive approach to scheduling maintenance tasks at regular intervals. The primary objectives include:

  • Preventing equipment failures

  • Minimising downtime

  • Extending the overall lifespan of assets

This approach enhances reliability, reduces unexpected issues, and optimises maintenance operations for improved efficiency.

View setting

➡️ Profile Button > Settings > Contracts > Planned preventive maintenance templates > View

Add a new PPM template

➡️ Add new PPM template

  1. Enter a Name

    • Indicates the PPM name and is displayed on reports.

  2. Enter a Description

    • Helps users understand the PPM's relevance, ensuring accuracy when allocating it in a contract template.

The PPM template description provided here will be displayed in job notes.

PPM Template List Features

  • Search Bar: Find specific Contracts categories by name.

  • Reorder: If multiple Contracts categories exist, rearrange them using

  • Edit: Click Edit > Make necessary modifications > Save changes.

  • Delete: Click Delete > Type 'Delete' to confirm > Click Delete to finalize removal.

    • A PPM template cannot be deleted if it is linked to a contract associated with a customer.

Configuring a PPM Template

➡️ Configure

Adding a task

➡️ Add tasks

  1. Enter a Task description

    • A concise description of the task or activity to be performed.

  2. Complete the Note section

    • Provide specific instructions and context on how to execute the task.

  3. Choose the appropriate Criticality level

    • Indicate if the task is Statutory, Critical, Mandatory, or Discretionary.

  4. Select the Task occurrence frequency

    • Choose from Weekly to Yearly from the drop-down

  5. Click Save

  6. Repeat these steps until all required PPM tasks are fully configured within the template.

Editing a task

➡️Edit > Amend > Click Save

Deleting a task

➡️ Click Delete > Type "delete" > Click Delete

Managing Planned preventive maintenance templates

Editing a PPM template

➡️ Click Edit > Amend > Click Save

Deleting a PPM template

➡️ Click Delete > Type "delete" > Click Delete

The PPM template cannot be deleted if it is linked to a contract associated with a customer.

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