Use this workflow to set up new recurring maintenance tasks for specific equipment types (e.g., "Clean Ice Machine Filters") that are managed locally at your site.
Prerequisites:
• You must have Site Manager permissions.
• Asset Types and Point Types must already exist in the system.
The Steps:
1. Navigate to Work > Work Configuration > Manage Activities.
2. Click the Add Activity button.
3. Configure Activity Details:
◦ Point Type: Select the specific equipment this applies to (e.g., "Ice Machine").
◦ Frequency: Select how often this should occur (e.g., Monthly, Quarterly).
◦ Schedule Group: Select a group code (e.g., "L1" for Local Group 1).
◦ Description: Enter a clear name for the task.
4. Add Inspections:
◦ Click the Add Inspection button under the Inspections area.
◦ Use the Lookup Inspection button to find and select the appropriate checklist from the library.
◦ Click Save on the Inspection Attributes window.
5. Click Save on the Activity Edit Form to finalize the setup.
The Result: The new PM activity appears in the Manage Activities grid. You must now assign a Due Date in the Manage Schedules page to activate it.
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