This support article will help walk through how to add/remove a location to existing Preventive Maintenance schedules in your Ecotrak account.
Add Location to Existing PM
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 a location update.
Step 3: Once you have selected an existing PM, you will be routed to the Details/Locations/Attachments/Activity page where you will need to click on the Locations tab.
Step 4: On the PM's Locations tab, you will need to click the "+ Add New Locations" button which will display the left side bar enabling you to pick the Location, Service Provider, as well as the NTE (Not to Exceed amount for the PM).
*NOTE: If no Service provider is selected, the PM will send to the rank 1 vendor for the trade.
Step 5: Once you have filled out the info covered in the above screen shot, you will then proceed to enter in the Service Frequency details.
There are two options, Service by Month or Service by Day.
If you select Service By Month, you will select the months of service that you would like this PM to generate maintenance work orders for the PM you are creating. You will then select the Day of the Month to send out the PM.
Next, if you choose Service by Day, then you will type in the days between the service. For example: if you type in 60 days, then the PM will generate a maintenance work order every 60 days for this PM.
Once you have chose which service frequency you will use, you will type in how many days in advance you would like the PM to generate maintenance work orders, and choose the starting date(Day the PM goes "live"). Once you enter this info, the system will auto display when the next service date will be (next day the PM will generate a work order).
Step 6: Once you have filled out all the info for the PM you are building, you will click on the "Add" button at the bottom right corner of your screen to save and add the new location to the PM.
Remove Location from Existing PM
Step 1: Follow steps 1-3 in adding a location to existing PM.
Step 2: On the Locations tab, select the location that you need to remove from the existing PM. This will display the right side bar enabling you to edit the location.
Step 3: Once the location details is displayed on the left side bar, you will need to click on the "Edit" (pencil) button to make changes.
Step 4: Lastly, you will need to click on the "Delete" button at the bottom of the pop-out window and confirm the delete. Once confirmed, a notification for a successful deletion of the location from the PM will be displayed at the lower-right corner of the page.