Manage preventative maintenance tasks

Destiny Help Desk users with the Manage PMs permission can add, update, and view preventative maintenance (PM) tasks.

To add a new preventative maintenance task:

1. Select PMs > View All PMs. The PM Listing page appears.

   

2. Select Actions > Add Preventative Maintenance. The Manage Preventative Maintenance page appears.

   

3. Enter information in the fields:

   Field	Description
   Name	Enter a name.
   Start Date	Click the field, and select a date from the calendar.
   Recurrence Note: When this checkbox is selected, the Recurrence section appears.	Make your selections for the frequency of this PM to occur.
   Exclusions	To exclude months from the PM: Click Manage Exclusions. Select the months you want to exclude. Click Save.
   Create Method Note: The number of requests the PM will generate is based on the option selected.	Select how requests should be created: One Request Per Building One Request Per Space
   Request Type	Help Desk auto-populates this field with Technology.
   Buildings	Select which building(s) this PM applies to.
   Spaces	Select which spaces(s) this PM applies to.
   Sub Types	Select which sub type(s) this PM applies to.
   Specific Room/Area	Enter the exact location in a room of the item(s).
   Priority	Select a priority.
   Purpose	Select a purpose.
   Problem Type	Select a problem type.
   Budget Code	Select a budget code.
   Description	Enter a description.
   Related Files	Upload any files you want attached to any requests generated. Click Click to select files. Find the file you want. Click Open.
   Procedure	Select the procedure you want to use. Note: To add a new procedure, click the plus icon next to this field.
   Assigned To	Select one or more users to complete this PM.
   Generate Requests Based On Last Completion Date	Select this checkbox to determine the request recurrence from the last completion date.

4. Click Save.

You can also update multiple preventative maintenance tasks at once with the Mass Update permission.

To view preventative maintenance tasks:

1. Select PMs > View All PMs. The PM Listing page appears.
2. Select a PM task by clicking its name.
3. Select the tabs to view the following:
   • Details: Shows information such as the task creator, the buildings where the task will be performed, the number of requests that will be created, the purpose, and who the task is assigned to.
   • Files: Lets you add files related to the PM.
   • Procedure: Shows the procedure and time to complete the task.
   • Requests: Shows the requests that have been created for the task. You can customize your view on the Requests By PM page.