How to manage PPM schedules

Administration › Standards › PPMS holds reusable planned preventive maintenance definitions — a named piece of work with a standard frequency and description. A task can be based on a PPM so many sites share the same wording and interval.

Steps

  1. Open PPMS. The table lists every PPM with a count.

    The PPMS list with Add and Extract controls
    PPMS. — screenshot pending
  2. Add PPM — give it a name, frequency and description. Use the row controls to edit or delete.

  3. Extract downloads the PPM list to a spreadsheet.

Where it is used

When adding a task, pick the PPM Name to pull its wording and interval in — you can still adjust the task afterwards.