Proceed to Preventive> List > (PM No.) > Edit Edit any of the editable content if there is any correction Update the confirmation by clicking the “Update” button

Proceed to Preventive> List > Verify > 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 to

By default, users can create a preventive maintenance schedule for daily, monthly, quarterly, half-yearly, and yearly works. If users need to create other types of schedule or what we called as a custom schedule, it can be created at Asset > Asset List > (Asset Name) > Schedule > New Custom “Schedule Name” is for

Proceed to Preventive> List > Confirm > Click the “Confirm” button Check all the details filled in the work order Edit any of the editable content if there is any correction Confirmer able to insert their signature, star rating and feedback regarding the work that have been done Submit the confirmation by clicking the “Confirm”

Proceed to Preventive > List > Assign > Click the “Assign” button Examine the work information and description Users have the option to select either which team or a specific user in the “Assign To” list to receive notification for the work. *Leave the field empty if you prefer not to assign the work, as

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

This tutorial is for making the preventive schedule to be generated for all the assets in the same group. Proceed to Asset > Summary > Group > (Group Name) > Edit Choose which type of maintenance schedule to be auto-generate whether daily, weekly, monthly, two-monthly, quarterly, half-yearly, or yearly. “Last Maintenance” is the date for the

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

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