Frequently Asked Question
How is a PM (Preventative Maintenance Task) created?
Last Updated 4 months ago
Create Preventative Maintenance (PM) Task
NOTE: There are two types of maintenance tasks:
Preventative Maintenance tasks or PM’s are planned, recurring tasks with frequencies such as oil changes and replacing fuel filters.
Onetime Tasks or OM's are one-time tasks, typically repairs or modifications, such as replacing a bilge pump that has failed.
1. To create a PM, on the Vessel Home Page, drag the cursor over the View Equipment Info system list then over the equipment name and click on the Maintenance Tab.
2. Click Add Planned Task (PM) to add a new Preventative Maintenance Task. This will open the Maintenance Manager window.
3. Task ID numbers will be automatically assigned to a new task.
4. Operation is a user-defined field and describes the task details such as “Change Engine Oil and Filter.”
5. Alerts can be turned On or Off. The default setting when creating an alert is On. NOTE: Alerts that are off will not show up in the Maintenance Alerts area on the Vessel Home Page.
6. Frequency describes the interval at which the alerts appear. Default frequencies, such as weekly, monthly, Every 250 Hours, etc. are available through the dropdown menu in this field and more can be added by clicking Add. Whenever changing Frequency be sure to adjust Next Due Date as required.
7. Next Due (calendar date or hours depending upon the type of frequency used) is when the task should be alerted or carried out. Engine hours are only available when a value has been entered in Update Runtimes on the home screen. NOTE: The default start date is the day or current hours when the PM is created and denotes when the alert will become active.
8. Selecting the Fixed Recurring box will reschedule calendar driven maintenance tasks (e.g., monthly, quarterly, and annually) so they alert on the same day each period regardless of when they were actually completed. For example, if a PM's Frequency is set to Quarterly and the Next Due is set to 3/1, then when the task is completed it will automatically reschedule to 6/1 regardless of when the task was actually completed. This is useful for cases like periodic inspections or spring commissioning when you want a task to alert at a specific time each year regardless of when it was last done. If Fixed Recurring is left unchecked (the default), the maintenance interval will schedule from the date the work is actually completed.
9. Link To allows the ability to link equipment without engine hour meters to items with engine hour meters for tracking maintenance. Example: ALL maintenance on a transmission should be linked to a main engine. With this, when runtimes are updated on the Vessel Home Page, there will be one field for engine hours entry for the engine and transmission and it will show the linking per the L-shaped line connecting the two components.
10. Procedure and Special Tools are freeform fields where you can describe the task details and any special tools required.
11. Estimated Job Hours can be added.
12. Click boxes for Vessel Parts Required (shows the list of parts populated under the equipment’s Spare Parts Tab) that correlate to the PM. This will allow those parts to be subtracted from inventory when completing the task.
13. Inventory Parts Required (For Fleet Customers Only) - Click Add Inventory Parts and then search for parts using part name, part number, manufacturer, etc. Choose the appropriate part(s) from the list below and then click Add Part to the right of the part. Enter the Quantity of parts used to the left of the parts listing in the Maintenance Manager.
13. Click Submit and Close to save the PM or Submit and Next to save the first PM and create another PM.