Step 1:
From the dashboard of your Ecotrak account, you will select the Preventative Maintenance module on the left-hand side of your screen to navigate to the PM module.
Step 2:
Once you have navigated to the PM module, you will click on the "Add New" button at the top left area of the PM module to begin to create a new PM.
Step 3:
On the right-hand side, you will see the Add Preventative Maintenance menu appear. This is where you will enter the info to create the new Preventative Maintenance schedule. Highlighted in blue in the screenshot below, you will see some fields to fill out, including:
Title PM
Asset Group
Trade
Service Provider
Category
Priority
NTE (Not to Exceed)
NOTE: If no Service provider is selected, the PM will send to the rank 1 vendor for the trade you select.
Step 4:
Next, you will see the location tab. When you select it, a drop-down will appear with all the locations in your account. You can then select the locations that you would like this PM to create for.
Step 5:
The final part of setting up the PM is to select which service frequency you would like this PM to follow. 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. If you choose Service by Day, then you will type in the days between the services. 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 chosen 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 (the day the PM becomes live). Once you enter this info, it will automatically display when the next service date will be (the next day, the PM will generate a work order).
Step 6:
Lastly, if there is an attachment you would like to attach to the work orders generated for this PM, you can upload an attachment by clicking on the Attachments tab and selecting an attachment or dragging and dropping the attachment.
Step 7:
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 create the new PM.