Manage preventative maintenance procedures

Help Desk users with the Manage PMs permission can add, edit, and delete preventative maintenance (PM) procedures. These procedures provide step-by-step instructions and are added to a preventive maintenance task during setup.

To add a new preventative maintenance procedure:

1. Select PMs > Manage Procedures. The Procedures page appears.

    

2. Click + Add Procedure. The Manage Procedure page appears.

   

3. Enter a Name, Estimated Time (minutes), and Description.
4. To require technicians check that each step of a procedure is done, toggle Steps Required to show Required.
5. In the Procedure Steps row, click . A new text box appears.
6. Enter a procedure step.
7. To add additional steps:
   1. Click Save & Add Step.
   2. Enter the desired procedure step.
   3. Repeat until all desired steps are added.
8. Click Save.

To edit an existing maintenance procedure:

1. Select PMs > Manage Procedures. The Procedures page appears.

   

2. Next to the procedure you want, click . The Manage Procedure page appears.

   

3. Make the desired edits to the Name, Estimated Time (minutes), and Description fields.
4. Under Procedure Steps, do any of the following:

   If you want to...	Then...
   Edit a step	Click . The step text box opens. Make the desired edits. Click .
   Delete a step	Click . In the confirmation pop-up, click OK.
   Add a step	Click Save & Add Step. Enter the desired procedure steps. Repeat until all desired steps are added.

To delete a preventative maintenance procedure:

1. Select PMs > Manage Procedures. The Procedures page appears.

   

2. Next to the procedure you want to delete, click .
3. On the confirmation pop-up, click Yes.

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