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How to create preventive schedule?

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There are 3 methods to create preventive schedule:
  1. Preventive > New PM
  2. Asset > Asset List > Choose any asset > Schedule
  3. Preventive > Forecast Schedule
    1. Preventive > New PM
      • Proceed to Preventive > New PM
      • Fill in the form to create new work order
      • For plan date, user can choose the date or just simply tick the current date box
      • Maintenance type can be selected either in Daily, Weekly, Monthly, Quarterly, Half Yearly or Yearly
      • Category will be listed as created in Setting > Preventive
      • Generate type is the selection for the user whether for “One-time” work order or “Generate” work order depends on daily, weekly, monthly and so on
      • “Assign To” is to choose which user shall receive this work order notification
    2.  Asset > Asset List > Choose any asset > Schedule
      • Proceed to Asset > Asset List > Choose any asset > Schedule
      • User need to select maintenance type either in Daily, Weekly, Monthly, Quarterly, Half Yearly or Maintenance type can also be selected more than one
    3. Preventive > Forecast Schedule
      • Proceed to Preventive > Forecast Schedule
      • User able to “Import Schedule (All)
      • User also able to “Replace Schedule” and “Update Schedule”.
        • “Replace Schedule” is to replace the whole list which the old list will be deleted and follows the new list imported
        • “Update Schedule” is to update the schedule list without deleting the old list. It will check the current list in the system and compare it with the new list. The new schedule will be added and the old schedule will be updated if any changes have been made

 

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