PM Summary Tab

Owned by Caroline Antoun
Last updated: Mar 21, 2024
1 min read

Enabling the view PM summary will allow you to track your active planned maintenance services and see which work orders are created from these services.


⦿ How to Modify PM Summary Settings
  1. For all desired fields:
    1. Check/uncheck the View PM Summary box.
    2. Click Save Changes at the bottom of the screen. A confirmation message appears at the top-right corner of the screen.

Enabling View PM Summary will create the Planned Maintenance Summary tab on the Dashboard and create a link in the hamburger navigation menu.

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