Preventive

Note:

Notes:

PM flowchart as per system

There are two methods to add, update or delete checklist template Method 1: Using template in setting To add new template To update or delete template Method 2: Using excel User able to update checklist template by Import / Export  Checklist Template in Excel formatProceed to Setting > Preventive > TemplateClick Import / Export buttonOnce

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

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