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Updating a Preventive Maintenance Schedule

The Edit Preventive Maintenance feature allows Administrators and Technicians to update preventive maintenance schedule details, assignments, tasks, attachments, and parts.

To Edit a Preventive Maintenance Schedule:

1. Navigate to the (Preventive Maintenance) icon.

2. Click icon of a Preventive Maintenance.

3. Click the Edit button.

   

4. Under the Details tab, click button.

   

5. Update the following details, as required:

   • Repeats

   • Every

   • Start

   • Create WO Time

   • End

     NOTE  Start date can only be set to the current date and future date.

     

6. Click Save.

7. Click Assign button to assignee a technician.

NOTE  Maximum of 5 assignees can be assigned.

8. Enter the description.

9. Click to enter the task description and click Save List.

   

   

10. Click the to modify the same task description.

    

    NOTE  You cannot update associated assets. However, you can select an asset to view its details.

    

11. Go to the Attachments tab, click Add Attachment to upload files.
    

12. Go to the Parts tab, click Add Parts to add parts.