Preventive

Proceed to Preventive > List > Assign > Click Assign button Examine the description, work information and checklist for the work Users can select either a team or specific user from the Assign To list to receive a notification for the work *Leave the field empty if you prefer not to assign the work, as […]

Proceed to  Preventive > New PM  Fill in the form to create new work order  The required fields are Plan Date, Maintenance Type and Asset Location. While other fields are optional, but it is recommended to fill in all details including Asset Section, Asset, Generate Type (One time or Generated), Category, Assign To and PM

Proceed to Preventive > Report  Click Man Hours button User can choose the date range for the data to be displayed Then, click View button to display the selected data based on the chosen date After clicking View, user able to view the report in two formats: User / Specific User : Categorized by nickname, total

Proceed to Preventive > Forecast / Schedule > Import / Export  Click Export Schedule (All) button Once exported, the file will be downloaded in Excel format. User needs to insert the work order details following the format in the exported file. Do not delete or remove any columns. Leave it blank if there is no

Proceed to Preventive > Report   Click Checklist button User able to select the site, asset location, asset section and asset to filter the report data User can choose the work order date range for the data to be displayed Then, click View Report button to display the selected data based on the chosen filters After

Proceed to Preventive > Report  Click Work Orders button User able to select the site, asset location, asset section, asset, maintenance type and category to filter the report data User can choose the start and end dates for the data to be displayed Then, click View Report button to display the selected data based on the

If there is a red exclamation mark next to the Forecast / Schedule and Manual Generate button, it means there are work orders that have not been generated yet Proceed to Preventive > Forecast / Schedule  Click Manual Generate button The system will display the dates on which work orders have not been generated yet

Insert Work Order refers to work orders that may have been created previously but were not recorded in the system. The purpose of inserting a work order is to re-enter the record into the system without requiring the technician to perform the task again. Proceed to  Preventive > Insert Report Fill in the form to

Proceed to Setting > Preventive > Custom Schedule User is required to provide the “Schedule Name” and able to select the repeat schedule time either in day, week, month or year This task can only be performed by the administrator or specific individuals with the appropriate access permissions.