Sites

The Sites tab in the PPM Builder allows you to define specific sites where the PPM applies. You can also update or remove site information.

Add sites

1. On the Sites tab, click Add sites.

2. Select the sites.

3. Click Select sites.

4. In the Update site values window, complete:

   • Service provider

   • Contract reference #: Contract number for the PPM schedule at the site.

   • Open to status: Default status for when the PPM generates work orders:

     • Assigned: The work order is automatically assigned to the provider without requiring further action. We recommend you to select Assigned to avoid requiring manual provider acceptance.

     • Pending provider notification: The work order generates but requires the provider to be notified before they can act on it.

     • Pending acceptance: The provider must manually accept the work order before proceeding. This adds an approval step before work begins.

   • Start date: Start date for this PPM schedule at the site. Changing the Start date updates the Next run date for PPM generation.

     We recommend that you set the site start date after the PPM start date, so the PPM correctly generates.

   • Per site amount: Automated cost per site.

5. Click Save.

View site information

The smart table displays the following:

• Site name

• Provider name

• Site description

• Organization

• Location:

• Start date: Start date of the PPM schedule at the site.

• Next run date: Next scheduled date for PPM generation

• Last run date: Last time the PPM was generated for this site.

Remove sites

1. On the Sites tab, select one or more sites to remove.

2. Click Remove sites.

Update site values

Modify contract details for a site, including the Start date and Next run date.

• Update a single site: Click the Site name in the smart table.

• Update multiple sites: Select the sites and click Update site values. Enter or select new values. Fields left blank remain unchanged.

Import site values

The Import option allows you add site values to the PPM via the import tool.

Manually generate PPM work order

To manually generate PPM work orders for the sites shown, click Run now. Only available if all contracts associated with the sites in the PPM schedule are in the Published status. If any contract is still in Draft or another incomplete state, the system doesn't allow manual PPM work order generation.