Managing Planned Maintenance Locations
- Joseph Yarborough (Unlicensed)
- Anastasia Troichuk (Unlicensed)
- Jing Tong (Unlicensed)
You can view a list of locations that can be assigned Planned Maintenance Services by navigating to the Planned Maintenance module > PM Locations. The PM Locations page displays all locations set up in Service Automation, including the following location information:
- Location ID and name
- Region and district
- City and state
- Open and close dates
Click a location to view the PM services assigned to that location.
In the Services view for a location, you can see information for that location at the top of the page. Click the arrow next to the location ID to expand the location details section.
The page also contains the Services List where you can view which PM services have been assigned and their details at the bottom of the page.
You can edit the PM Services and modify Frequencies from this view by clicking the links in the Actions column on the right.
View the Services Agenda for a Location
You can view the agenda of the upcoming PM Services for the location by clicking the calendar icon beneath the location information at the top of the page.
Add a PO Number to a Planned Maintenance Service
A Purchase Order (PO) number is associated with Trade, Category, Location, and Provider Name. By adding a PO number to a location in a Planned Maintenance service, it will automatically assign that PO number to all PM work orders within that service.
- Navigate to the Planned Maintenance module > PM Services.
- For the desired PM Service, click Frequencies (#) in the Actions column. The Frequency List for the selected PM Service will display.
- Click Locations (#) in the Actions column for the required Frequency.
The Locations page for the PM Service and Frequency will display. Under Locations List, click the location you want to add the PO number to.
To add a PO number to several locations at once, select the checkboxes next to the required locations, and click the Edit (#) button.
The Edit Location # pop-up appears.
- Add the PO number in the Edit Location # overlay.
- Click Update Location. The PO number will show up for the desired location.
Quickly Assign a PM Service & Frequency to a Location
Please review the detailed instructions for Adding Locations to Planned Maintenance Services.
Alternatively, you can quickly assign a PM service to a location from the PM Locations page.
- Select the required location from the PM Locations list, and then activate the checkbox in the Assigned column next to the service.
- If no frequencies exist for the service, the Add New Frequency overlay will appear where you can create a frequency.
- If frequencies for the selected PM Service exist, you will be able to select the required one from the Frequency List for that PM Service. Please see Adding Frequencies to Planned Maintenance Service for more information.
- If no frequencies exist for the service, the Add New Frequency overlay will appear where you can create a frequency.
- Next to the frequency you want to assign, select the checkbox in the Assigned column.
The new PM service and frequency combo has been assigned to a location.
If a frequency is already assigned to a location and you would like to change it, the best practice is to always check the box in the Assigned column for the new frequency for the location first. This is important so that all the pricing/NTEs and tax information will be moved along with it. If you uncheck the old frequency first, you will lose all pricing/NTE and tax information associated with it.