2.1 PM Plan Module Demo & FAQ

Updated on Sep 06, 2024

Release Information Updates:

Upon transitioning to the new PM Plan Module, compliance dates for previously entered PM Plans have been adjusted.

A few key points to note are:

Compliance dates will fall on the same day of the week as originally set. For example, if a PM Plan was set for a Thursday, the next scheduled PM Plan will also be on a Thursday.
Users can always click "Edit" on the PM Plan grid to modify the PM Plan.

The graphic below is an example of the new Compliance Finish date if started on 9/1/2024.

Click play on the video below to view the new PM Plan Demo.

Click on the file below to download the FAQ.

1. ABOUT WORK ORDERS AND TASKS 11

2. PMs 31

3. P/S FUNCTIONS IN THE PORTAL 12

4. P/S: REPORTS 22

5. Planner Portal Functionality in the Control Center 7

6. PLANNER PORTAL: PLANNING WIZARD 13

7. PLANNER PORTAL: JOB PLANS 36

8. PLANNER PORTAL: PRE-DEFINED STEPS 3

9. PLANNER PORTAL: WEEKLY (PERIOD) SCHEDULING 14

10. PLANNER PORTAL: DAILY SCHEDULING 20

11. PLANNER PORTAL: Tips and Tricks 5

12. Finding Work as a Technician 2

13. P/S Step by Steps 7

14. Meters 7

15. Schedule Board in the Client - Retiring Soon 9