How to assign new PM work order?
Notes:
How to assign new PM work order? Read More »
Proceed to Preventive > Forecast / Schedule User able to select All, Assign to Me, Maintenance Type or Custom Schedule All : View all schedules Assign to Me : View only work orders assigned to user Maintenance Type : Filter by Daily, Weekly, Monthly, Quarterly, Half Yearly and Yearly Custom Schedule User able to search
How to view PM list of preventive schedule? Read More »
Proceed to Preventive > List > Select PM Number Click Resend Notification button Select the user to receive the notification Click Resend It! Button to send the notification Note: This action only resends the notification to a user. It does not affect any existing data in the work order
How to resend PM work order notification? Read More »
Proceed to Preventive> List > Select PM Number Click Edit button Edit any of the editable content if there is any correction Update the confirmation by clicking the Update button
How to edit PM work order? Read More »
Fill out the form by providing name, position and email Check all the details filled in the work order To view the work order report, click the green PM number button provided Insert signature, star rating and feedback regarding the work that have been done Submit the verification or confirmation by clicking Verify or Confirm
How external parties can sign the work order as verifier or confirmer? Read More »
Proceed to Preventive> List > Verify or Confirm > Select PM Number Click External Signature Admin needs to copy and share the generated link with external parties, such as client or user who does not have account in the system
How to get external signature as verifier or confirmer for PM work order? Read More »
Proceed to Preventive> List > Confirm > Click Confirm button Check all the details filled in the work order Edit any editable content if corrections are needed Confirmer able to insert their signature, star rating and feedback regarding the work that have been done Submit the confirmation by clicking the Confirm button If the user
How to confirm PM work order? Read More »
Proceed to Preventive> List > Verify > Click Verify button Check all the details filled in the work order Edit any editable content if corrections are needed Verifier able to insert their signature to verify the work that have been done Submit the verification by clicking the Action > Verify Work Order button If the
How to verify PM work order? Read More »
Fill out the form to perform the work Company Name: Contact No Email Start : Start time of the repair End : End time of the repair You can manually enter the start and end times in the provided box Remarks : Add extra notes regarding the work carried out Consumable : List of consumables
How to perform PM work order for vendor (External Action)? Read More »