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 Settings
➡️ Profile Button > Settings > Contracts > Planned Preventive Maintenance Templates > View
Adding a PPM Template
➡️ Add New PPM Template
Enter a Name
Enter the Description
Save
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
Once a PPM template has been added, tasks must be assigned.
Adding Tasks
➡️ Configure
Click Add Tasks
Enter a Task Description
A concise description of the task or activity to be performed.
Complete the Note section
Provide specific instructions and context on how to execute the task.
Choose the appropriate Criticality level
Indicate if the task is Statutory, Critical, Mandatory, or Discretionary.
Select the Task Occurrence frequency
Choose from Weekly to Yearly from the drop-down
Click Save
Repeat these steps until all required PPM tasks are fully configured within the template.
Task List Features
Edit: Click Edit > Make necessary modifications > Save changes.
Delete: Click Delete > Type Delete to confirm > Click Delete to finalize removal.