Bulk Editing a PM on Multiple Locations

Step 1: From the dashboard of your Ecotrak account, you will select the Preventive Maintenance module on the left hand side of you screen to navigate to the PM module.

Step 2: Once you have navigated to the PM module, select the existing PM from the list that needs to be edited..

Step 3: Once you have selected an existing PM, you will be routed to the PM Details tab where you will see the current PM details as well as the existing PM Work Orders and PM Invoices.

Step 4: Click on the Edit button and click on the Locations tab

Step 5: Select the locations that needs to be edited by adding a tick mark on the tick box, once done click on the Bulk Edit button.

Step 6: A window will appear on the right showing the locations that you've selected and the fields that you can edit.

Step 7: Once done and the PM has been edited, you need to hit the Save button to update the changes made.