How to Create a Preventive Maintenance Service Package (Desktop)
A PM Service Package is a group of one or more Services that is applied to individual assets or all assets in particular category.
Pro Tip! Setting up a PM Service Package is the second step to configuring standard preventive maintenance alerts on your assets for future maintenance scheduling.
View How to Create a Service (Desktop) to complete the first step in this workflow.
Permission Requirements: Users must have the Maintenance Settings permission turned on in order to create a preventative maintenance service package.
💥 Maintenance is a premium product and requires a separate license. Please contact your Account Manager for more information on premium product licenses or reach out to Customer Support at [email protected] or call 888.836.6269.
- 1
- Navigate to the Create PM Service Package page.
You can access the Create PM Service Package page by:
- Selecting “Settings” in the top navigation bar, then the Maintenance tab, then “Create PM Service Package”
- Selecting Maintenance in the left side navigation bar, then Preventative Maintenance, then “Create PM Service Package”
- 2
- Create PM Service Package title.
Pro Tip! Remember that this package will be a group of individual services, so name it wisely. For example, “500 Hour Service” or “Emission Inspection”.
Your package title must be unique, meaning you cannot name it with the same title as an existing package.
- 3
- Select (+) Add Services to assign services to the package.
Select from the list of existing services by selecting the checkbox next to each service. When finished selecting, select Add Services on the bottom right.
- 4
- In the next section, select (+) Add Assets.
Apply the PM Service Package to assets by selecting the checkbox next to each one.
To easily find assets:
- Use the Search bar
- Use the Filters
Pro Tip! Filter down your grid based on Category, Designation Type, Organization, Asset Status and/or Fuel Type. Then, select the top column checkbox to bulk select all assets in the filtered grid.
- 5
- Select "Create PM Package Trigger"
- 6
- Create a PM Service Package Trigger
The way you configure your PM Service Package trigger will determine how the package is automated.
Package Trigger allows you to create a custom trigger for this package, overriding the triggers set for the individual services within the package. Review the How to Create a Service article for details about these trigger options.
Service Trigger will trigger each service in the package by their pre-configured individual triggers.
If you select Service Trigger, you will be able to confirm or edit the next interval for each usage-based service.
Time Based services cannot be edited.
Any services added that are not compatible will show an error message.
- 7
- Select "Create PM Service Package"
