Create a PPM Schedule

Create a PPM schedule to manage routine maintenance tasks, ensuring equipment stays operational and preventing issues before they become critical.

If you have already created a PPM through the Contracts page, you must update and manage them in Contracts. Likewise, if you create PPMs through the PPM Manager, you need to manage them through the PPM Manager.

Create PPM

1. Go to Admin > PPM Manager and select Create PPM.

2. Choose one of the options:

   • Create using existing template: In Choose PPM template, choose a template, then select Select PPM template.

   • Create new PPM: Proceed without a template. You can save the new PPM as a template for future use.

3. Enter basic details for your PPM schedule in the Details tab.

4. Define the PPM schedule to follow.

5. Add activities that should be performed during maintenance.

6. Add URLs that might be relevant to the task.

7. Assign related sites and providers.

8. Modify default values in the Advanced Options tab.

9. Review the PPM builder's and contract's change history.

10. Review the selected providers.

11. Select Publish.

Once created, view the PPM schedules. You can also prevent the PPM from generating work orders if necessary.

Navigation

The PPM Builder includes the following navigation buttons:

• Back: Returns to the previous tab.

• Save current values: Saves your work up to this point.

• Cancel: Cancels PPM creation and returns to PPM Manager.

• Next: Moves to the next tab and advances the creation process.

• Publish: Available on the final tab. It publishes the PPM.