Editing Planned Maintenance Services in 2.0

You can edit, deactivate, or activate existing PM Services from the Services List. This list will appear on the PM Overview page.

Whenever you make a change to PM Services, Locations, or Frequencies, the changes will not affect work orders that have previously loaded.

⦿ How to Edit Existing Planned Maintenance Services

Navigate to PMs > PM Services.
Click Edit in the Actions column for the PM Service, you would like to modify.
To edit a service, make your desired changes in the pop-up. (See About PM Module Terminology for more information about each of the fields.)
Click Save.

Once a PM Service is entered into the system, you can deactivate it when it is no longer needed.

A PM Service cannot be deleted. Deactivated PM Services can be reactivated and used again.

⦿ How to Activate or Deactivate a Planned Maintenance Service

Navigate to PMs > PM Services.
To activate a service, you need to select the Inactive filter at the top to see those services that are not currently active as the default is active.
Click Edit in the Actions column for the PM Service, you would like to Deactivate or Activate.
To Deactivate a service: Click Deactivate in red letters at the bottom of the modal. The service will be immediately deactivated and the Services List will appear. You can select the Inactive filter button to verify it is no longer active.
To Activate a service: Click Activate in blue at the bottom of the modal. The service will be immediately activated and the Services List will appear. The service will maintain any previous settings you set up before deactivating it. You can select the Active filter to refresh the list and verify it is active.

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