Setting Up Preventive Maintenance
Preventive Maintenance helps you stay ahead of service work by scheduling maintenance before something turns into a bigger problem. In CLUE, PM is managed through PM Status and PM Plans, so you can set service rules and then track what is due across the fleet.
Overview
Use Preventive Maintenance to schedule regular service based on time or usage. CLUE’s PM tools are built to help teams see what is overdue, what is coming up soon, and what plans are assigned to each asset. If you want the bigger picture first, start with Understanding Preventive Maintenance.
Accessing PM
To open Preventive Maintenance, go to Maintenance > Preventive Maintenance from the main menu. This takes you into the PM area, where you can move between the PM Status view and the PM Plans view.
Understanding the PM Status Dashboard
The PM Status tab gives you a quick view of your fleet’s maintenance condition. At the top of the page, CLUE shows summary cards that group PM items by status so you can see what needs attention first. If you want more detail on what each status means, see PM Statuses Explained or Viewing PM Status for Your Fleet.
The main PM statuses are:
- Overdue - PM items that are already past due
- Upcoming - PM items that are due soon
- Good Standing - PM items that are not due yet.
Creating a PM Plan
PM plans define what service needs to be done, when it is due, and which assets it applies to. Once the plan is in place, CLUE can use it to track service intervals across your equipment. If you want a full setup guide for plan creation, open Creating a New PM Plan.
Step 1: Open the PM Plans tab
Go to Maintenance > Preventive Maintenance, then open the PM Plans tab. This is where you can view existing plans or create a new one.
Step 2: Create the plan
Click New PM Plan or Add PM Plan, then enter the basic plan details such as the plan name and description. Use a clear name so the service is easy to recognize later.
Step 3: Add PM items and intervals
Add the service items that belong in the plan, then set the interval for each one. This is where you define how often the service should happen. If you need help choosing the right trigger, go to Setting PM Intervals.
Step 4: Assign assets
Once the plan is ready, assign the right assets to it. CLUE’s PM plan setup supports assigning the plan to specific equipment so the system can start tracking service due dates and usage thresholds against those assets.
Step 5: Save the plan
Save the plan after the service items and assets have been added. CLUE will then use that plan in PM tracking and status reporting.
Interval Types
PM intervals tell CLUE when maintenance should be due. Depending on the asset and the type of service, intervals can be based on calendar time, engine hours, or mileage.
- Engine Hours - best for heavy equipment and engines that are serviced based on runtime
- Calendar Days - best for time-based work such as inspections, certifications, or seasonal service
- Odometer Miles - best for vehicles and trucks that are maintained by mileage.
PM Due Alerts
As equipment approaches a service threshold, CLUE reflects that in PM Status. Items that are due soon move into Upcoming, and items that pass the threshold move into Overdue. This helps teams spot work that needs to be scheduled before it gets missed.
If you are ready to act on those items, Viewing PM Status for Your Fleet shows how to review due services, and Creating and Managing Work Orders is the next step when maintenance needs to be scheduled.
Viewing PM History
To review PM details for a specific asset, open the asset from the PM view. CLUE’s PM tools show service status, interval details, and related work order information, which helps you see what has already been completed and what is still coming up. For a clearer breakdown of the asset side of this workflow, Understanding Asset Detail View and Using PM Schedules fit well here.
