How to View, Edit, or Delete Preventive Maintenance Service Package (Desktop)
A Preventative Maintenance Service Package is a group of one or more Services that is applied to individual assets or all assets in a particular category. This article details how to edit or delete an existing package from your desktop.
Permission Requirements:
- Users with the “Maintenance Settings” permission can view, edit, or delete existing preventative maintenance packages.
💥 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.
In this article:
How to View a Preventative Maintenance Service Package
- 1
- Select the Settings button in the top navigation bar.
- 2
- Select the the Maintenance tab. Then, select the PM Service Packages tab.
- 3
- Select the eye icon in the Actions column next to the PM Service Package you would like to view.
- 4
- View the Preventative Maintenance Service Package details page.
This includes:
- Service Package Title
- Date Created
- Selected Categories and Assets Grid
- Included Services Grid
- Change Log
How to Edit a Preventative Maintenance Service Package
- 1
- Select the pencil icon in the Actions column next to the PM Service Package you would like to edit.
- 2
- Edit the Preventative Maintenance Service Package.
- Edit the PM Service Package Title
- Add or remove assigned Services
Important! This impacts assets and services based on usage or time triggers, potentially requiring user decisions on existing schedules.
- Add or remove assigned Assets
Important! This impacts all services associated with the added or removed assets, requiring user decisions on existing schedules.
- Edit the service trigger
Important! Switching between service and package triggers affects all associated assets and may require rescheduling.
Changes to hours, miles, or intervals affect all associated assets and may override existing schedules.
- 3
- Once all edits have been made, select Update PM Service Package.
How to Delete a Preventative Maintenance Service Package
- 1
- Select the trash icon in the Actions column next to the PM Service Package you would like to delete.
- 2
- Choose to keep scheduled instances of services or delete all scheduled instances.
