Setting Up Preventive Maintenance

Automate Your Maintenance Schedule

Preventive Maintenance (PM) helps you stay ahead of equipment issues by scheduling regular maintenance based on time or usage intervals.

Accessing PM

Navigate to Maintenance → Preventive Maintenance from the main menu.

Understanding the PM Status Dashboard

The PM Status tab shows three summary cards:

• Overdue (Red) - PMs that have passed their due threshold
• Upcoming (Yellow) - PMs approaching their due date
• Good Standing (Green) - PMs not yet due

Click any card to filter the table by that status.

Creating a PM Plan

1. Click the PM Plans tab
2. Click + Add PM Plan
3. Enter a name and description
4. Add PM services with intervals (hours or days)
5. Assign assets to the plan
6. Save the plan

Interval Types

• Engine Hours - Every X hours of operation (e.g., 125h, 500h)
• Calendar Days - Every X days (e.g., 90 days, 365 days)

PM Due Alerts

When a PM is due, you'll see it in the Overdue or Upcoming cards. The system tracks current usage against the threshold automatically.

Viewing PM History

Click on any asset row to open the detail panel showing all PM services, their status, and last reset dates.