Learn how to create preventive maintenance schedules and see examples of PMs with different procedure intervals, linking procedure tasks, and automation.

1. MC University
PPP05|Creating Preventive Maintenance Schedules

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Agenda
Creating PM Schedules Defined
Creating PM Examples

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Creating PM Schedules Defined
Creating PM Schedules Overview

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Creating PM Schedules Overview
Created based on organizational need
Add new Asset vs. create new schedule?
Naming and ID structure should remain
consistent

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Creating PM Schedules Overview (cont’d)
Flexible schedule configuration options
available for Fixed or Floating Schedules

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Creating PM Schedules Overview (cont’d)
Procedures added for tasks, estimated costs,
details, and attachments to transfer over to
Work Orders

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Creating PM Schedules Overview (cont’d)
Assets added to PM Assets Tab will be used
for generation of Work Orders

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Creating PM Schedules Overview (cont’d)
Automation settings are defined to determine
automatic generation or notification for
manual generation

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Creating PM Examples
Weekly Pool Inspection
Monthly HVAC
Bi-Monthly and Annual Fire Extinguisher

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Weekly Pool Inspection: Example
In this example a PM will be created with the
following criteria:
• Weekly Schedule
• Single Procedure
• Individual Assets added
• Automatically generated

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Monthly HVAC: Example
In this example a PM will be created with the
following criteria:
• Monthly Schedule
• Single Procedure
• All Assets with Classification of HVAC Unit
(anywhere in Asset Tree)
• Automatically generated

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Bi-Monthly and Annual Fire Extinguisher: Example
In this example a PM will be created with the
following criteria:
• Bi-Monthly and Annual multiple procedure
schedule
• Extinguisher Assets located in specific rooms in
buildings
• Automatic generation
• (Assets with Class auto-added)

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Quarterly or Every 25,000 Miles Brake Inspection: Example
In this example a PM will be created with the
following criteria:
• Quarterly or 25,000 miles
• Single Procedure
• Delivery Vehicle Assets (two different
Classifications)
• Display notification on home page

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