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

Enter a Name
- Indicates the PPM name and is displayed on reports.
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

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.

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