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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:

1. Navigate to the (Preventive Maintenance) page.

2. Search or hover over a preventive maintenance schedule in the preventive maintenance list.

3. In the preventive maintenance schedule row, click the icon.

4. Click Edit.

   

5. Under the Details tab, click the button.

   

6. Update the following details, as required:

   • Repeats

   • Every

   • Start

   • Create WO Time

   • End

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

7. Click Save.

8. Click Assign button to assign a technician.

NOTE  Maximum of 5 assignees can be assigned.

9. Enter or update the description.

10. Click to enter the task description, and then click Save List.

    

    

11. Click the to modify the same task description.

    

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

12. Go to the Attachments tab, click Upload file to add attachments.
    

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