How to add Schedule manually?

What is Schedule?

The purpose of the Schedule is to add the frequency, instruction for a particular work order and map the same to respective asset. By doing this we got alerts for a due schedule in advance. We can add checklist instructions, assign responsible staff. For example, If we create Schedule for an Asset ABC every year, then concerned person receives the notification before the schedule. By doing this an maintenance for a particular asset is never missed and  Preventive Maintenance goes paperless.

Let’s learn how to create PM Schedule.

Step 1.

Log in to the site factech.co.in.

Step 2.

Click on Asset & PPM (refer screenshot)

Step 3.

Click on  the PM Schedule from maintenance dashboard from the left side of the screen. (refer screenshot)

Step 4

Click on +PM icon to add new PM Schedule. ( refer screenshot)

You can add new PM or clone previous PM. Add the name of the PM, then click add PM.

Step 5

Now your PM Schedule has been created successfully.

Step 6

Now click on the PM added. The following screen appeared on the screen.

You can assign asset( red arrow), staff(green arrow) and category of the PM schedule.( refer screenshot).

Step 7

Add the frequency of the PM Schedule. (refer screenshot)

Step 8

Now click on the add new schedule and select the frequency of the PM Schedule.( refer screenshot).

Step 9

Add work hour restriction, alerts and particular checklist for the PM. ( refer screenshot)

Step 10 Add Alert / Notification for PM Schedule. Click on Config then select Alert

Now the PM has been completed successfully.

Related Use Cases

How to update date, time of PPM or Housekeeping Schedule?

How to add restrictions in Maintenance Schedule?

How to add Escalations level for your PM or Other Scheduled Tasks?