Details

The Details tab in the PPM Builder is where you define key settings for your Planned Preventative Maintenance (PPM). Complete this section to ensure proper scheduling, asset tracking, compliance, and cost control.

PPM basic information

• PPM name: Enter a name for the PPM. A blue arrow icon indicates the PPM was created in the PPM Manager. Click to go to PPM Templates.

• PPM description

• Organization for contract: Select the organization responsible for this PPM to ensures accountability and proper assignment.

• Category and Subcategory: Select the classification of the PPM for better reporting and resource alignment.

Asset management

• Single assets PPM: Select Yes to create one work order per asset across all sites covered in the contract.

• Limit assets PPM: Select Yes to restrict the PPM to specific categories, subcategories, asset types, and other criteria for better control.

• Asset indicated handling: Select how assets are assigned to this PPM:

  • Automatically indicate assets: Links assets to the work orders based on predefined criteria, reducing manual effort and errors.

  • Manually indicate assets: Allows manual selection of assets for more control.

PPM type

• PPM type: Select the appropriate type, such as preventive or regulatory.

Schedule and compliance

• Start date and End date: Define the PPM's timeframe to prevent scheduling conflicts.

  We recommend that you set the PPM start date in advance of your site's start date to ensure proper PPM generation.

• Status: Select whether the PPM is active or inactive to track its operational state.

• Certificate required: Select whether the technician needs a certificate, ensuring compliance with certification requirements.

  • If you select Yes, the Certificate type field appears. Select the appropriate certificate type, such as insurance.

Financial and contract details

• Account code: Enter or select the account code to apply to the work orders. This links PPM costs to the appropriate financial account.

• PPM not to exceed (NTE): Enter a maximum cost limit for the PPM.

• WO priority: Select the work order priority, typically PPM.

  Additional PPM priorities can be configured in Admin > Work Order Types.

• PPM contract detail: Select contract-specific details:

  • Time & materials: Most common option. The final cost depends on the labor, parts, and materials used during maintenance. Charges are calculated based on the work performed rather than a fixed rate, providing flexibility for unexpected repairs or additional work.

  • Comprehensive: This option sets a fixed price for the PPM, covering all services under the contract. No additional charges apply, regardless of labor, parts, or travel costs. This is often used for contracts where costs are predetermined, ensuring budget stability.

• PPM charge unit: Select to charge based on work orders, assets, or sites.

• Price per... (above): Enter the price per charge unit selected in the field above. For example, charging $50 per asset, $100 per work order, and so on.

• Load component contract with zero value: Typically used for Comprehensive contracts. Enables zero-value contracts for work orders, meaning costs default to 0 instead of site-specific amounts. A comprehensive contract payment work order consolidates multiple site costs into a single payment-only work order.