PM Cascading Hierarchies and Combined Work Orders

What is this?

When an asset needs a 2,000-hour service, it also needs everything from the 125-hour, 500-hour, and 1,000-hour services. Instead of creating four separate work orders, Clue can combine them into one. This is controlled by the Combine Mode setting on each service in your PM plan.

Who is this for?

• Equipment Managers – Set up PM plans that automatically combine due services.
• Shop Foremen – Get a single consolidated work order instead of multiple overlapping ones.

How to use it

Step 1: Set up tiered services in a PM plan

Go to Preventive Maintenance > PM Plans. Open or create a plan. Add services at different intervals: 125 hrs, 500 hrs, 1,000 hrs, 2,000 hrs.

Each service has its own interval type, checklist, and threshold settings. You can assign the plan to asset types, make/model, or individual assets.

Step 2: Enable "Combine Due Services"

At the bottom of the PM plan, check Combine Due Services in One Work Order. This tells Clue to consolidate services instead of creating separate work orders.

Step 3: Choose the Combine Mode

Click the Combine Mode dropdown. Choose how services interact.

• Stand Alone – Combine this service with other services due at the same time. The standard choice for most setups.
• Trigger – Set this service to occur every N times another service is performed. Use this for services that cascade off a parent.

Step 4: Configure each service

Click the edit icon on any service to set the interval, alert threshold, and auto-WO threshold.

The Upcoming When field controls when the PM status changes to "upcoming." The Create Work Order field controls when Clue auto-generates the work order.

The full details

• Works on: Web app
• Location: Preventive Maintenance > PM Plans
• Combine Mode: Stand Alone – Services due at the same meter reading combine into one WO
• Combine Mode: Trigger – A child service fires every N completions of a parent service
• Exclude Rental Assets: Optional checkbox to skip rentals
• Reset Interval: PM clock restarts at reset (optional per service)
• Checklists roll up: When services combine, all their checklists appear on the single WO

Tips

• Use Stand Alone for most services. It automatically bundles anything due at the same reading.
• Use Trigger for services like "every 4th oil change, do a transmission service."
• Set the Create Work Order threshold to match Upcoming When. This gives your team advance notice and a ready WO at the same time.