Preventive

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.

Proceed toSetting > Preventive > Template User is required to provide the “Template Name” and able to select more than one “Checklist task” for one checklist template Add the checklist template by clicking “Add” button

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