Preventive

How to resend PM notification?

Proceed to Preventive > pending > Select “PM No” > Click the “ Resend Notification “ button > Click the “Resend it !” button Proceed to Preventive > Pending > (PM No.) Then, click the “Resend Notification” button Select the user to resend notification and click “Resend it!” button. Note: This action is only for …

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How to Confirm PM?

Proceed to Preventive> Pending > Confirm (or All) > Click the “Confirm” button Check all the details filled in the work order Edit any of the editable content if there is any correction Submit the confirmation by clicking the “Confirm” button Click the “Reject” button to reject the work order which will change the status back to …

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How to Verify PM?

Proceed to Preventive> Pending > Verify (or All) > Click the “Verify” button Check all the details filled in the work order Edit any of the editable content if there is any correction Submit the verification by clicking the “Verify” button Click the “Reject” button to reject the work order which will change the status back …

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How to perform PM work?

Proceed to Preventive> Pending > Open (or All) > Click the “Open” button Fill in the start and end date time of the work performed Fill in the work performed besides the stated work description Select the worker in the worker list and fill in “Remarks” if any Upload work pictures (if any) on the right …

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How to assign a new PM work?

Proceed to Preventive> Pending > New (or All) > Click the “Assign” button Examine the work information and description Choose a name in the “Assign To” list to be notified for the works Notes: “Assign To” is just for the person to be notified by the system about a new pending work. Other workers also can execute …

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What is the process of PM?

The flow of preventive maintenance work order will have 5 statuses from start to end which are: New Open Verify Confirm Acknowledged The first step when a new preventive work order is issued either by manually insert or system-generated, the status will be “New”. To open a new work order manually, refer to this tutorial: https://ycloudx.com/knowledge-base/how-to-add-new-pm-report/ To make …

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How to make PM auto-generated?

Proceed to Asset > Asset List > (Asset Name) > Schedule > Edit Choose which type of maintenance schedule to be auto-generate whether daily, weekly, monthly, two-monthly, quarterly, half-yearly, yearly, or custom schedule*. “Last Maintenance” is the date for the previous maintenance of that type of schedule. Leave it blank if the work is for …

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How to add new PM report?

There are 2 methods to add new PM Report: Preventive > New Report Preventive > Insert  Report New Report is to open a new preventive work order (Status: ‘New’) Insert Report is to insert preventive work order that has been done

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