PPM Activities
The PPM Activities screen is configurable by role, but it's usually only turned on for Client Administrators or senior members of a PPM team.
Navigate to Admin > PPM Activities.
The smart table displays the following:
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Name: Name of the PPM activity.
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Reference number: Unique identifier of the PPM activity.
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Description: Description of the PPM activity.
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Status: The current status of the activity, such as Active or Inactive.
Create new PPM activity
When building a PPM template, you must first create a number of activities. Activities are tasks or instructions. During the creation of the template, any relevant work activities can be assigned to create the entire PPM.
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Click New, at the bottom left corner of the page.
New PPM activity page opens.
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Fill in the details:
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Name: Name of the PPM activity.
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Description: Description of the PPM activity.
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Notes: Relevant notes about the PPM activity.
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Criticality: The criticality level of the activity, such as Statutory, Mandatory, or Critical.
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Reference number: Unique identifier for the activity.
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Required skills: Skills required to complete the activity.
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Estimate time to complete: Estimate of the time needed to complete the activity.
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Status: The status of the activity, Active or Inactive.
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Click Save.
PPM Activity detail page opens so you can add the tasks to the new activity.
Other notes
The technician must indicated each PPM Activity that is part of the PPM WO as complete in order to close out the work order.
An activity can be indicated as incomplete, in which case a comment will be required. This allows a technician to pause a PPM WO.
