Adding a Planned Maintenance Service in 2.0

Owned by Caroline Antoun
Last updated: Jul 23, 2024
2 min read

 Enter brief information about a PM service, such as description, category, trade, priority, and others. Be sure to follow best practices listed in this article.

⦿ How to Add a New Planned Maintenance Service
  1. Navigate to PMs > PM Services. The list of PM Services currently in the system will display.
  2. Click Create. Only add a new service if it does not currently exist in the system.
  3. Enter your desired information. The following fields are required (the descriptions for the remaining fields are listed in About PM Module Terminology):

    1. Trade*: Select the Trade Name as configured in Service Automation Admin. Contractors are attached to each location and trade name.
    2. Category*: Select the category into which you wish the work orders to load. The best practice is to use “Maintenance” as the category. By selecting “Maintenance,” the work order will display in the Dashboard. The work order will also expire at the end of the length of the work order. 
    3. Priority*: Select a priority name.  For PM Services the priority is usually Scheduled, Contracted Services, or 30 Days.
    4. Full Status: The Status of all work orders generated through Planned Maintenance should be in when the service provider receives it. Typically, it is in the Open status.
    5. Description*: Enter the type of PM Service which will show on the work order to the contractor (for example, HVAC PM Service, Fire Extinguisher PM, Pest Control Planned Maintenance Service). The best practice is to enter a brief description of the type of service and to not enter Frequency or Service Provider in this area.  The Frequency will be entered in the next step.

  4. Click Submit. The new service will display on the PM Services page. You can also choose to add the frequency from this page before you submit the service and take care of it all at once.

Next add Planned Maintenance frequencies to the service type.

In this Article

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