The Preventive Maintenance (PM) Plan Management program allows you to add and update Preventive Maintenance Plans linked to Fixed Assets in the MainTrac module. PM Plans are used in the system to describe standard preventive maintenance tasks. You set them up for Fixed Asset types and link them to Preventive Maintenance schedules, which then prompt Work Orders. For example, you have a PM Code for Oil, Lube, and Filter (OLF) set up to track usage at three (3) months or 3,000 miles. Using this program, you can link the OLF Code to each vehicle that requires a 3,000 mile oil change. Enter the date and the mileage of the last oil change when creating the PM Plan. When you are scheduling jobs in the future, you can ask to check for and schedule PM items that are due. From this point forward, anytime you change the oil on these vehicles, the system will update the date in this program, thereby moving the next due date out to the future again.
MTPMPLANMain_Help
PM Plans (MTPMPLANMain_DataGrid)
The Preventive Maintenance (PM) Plan Management DataGrid screen lists all the Preventive Maintenance Plans currently in your database. Scroll up/down to view all the records. Scroll left/right to view the details.
DataGrid column sort options allow you to customize the view as desired. Click here for a full description of RecTrac DataGrids.
Buttons on the screen…
Click Add to continue to the PM Plan Update screen to create a new Preventive Maintenance Plan.
Highlight/select an existing record and click Change to continue to the PM Plan Update screen to update information for an existing Preventive Maintenance Plan.
Click Bulk Create to continue to the PM Plan Bulk Create screen where you can create PM Plans in bulk and link them to various Fixed Assets.
Highlight/select an existing record and click More • Delete to remove it from the database.Select/Highlight a record in the DataGrid and click More • Audit Info to continue to the Audit Log Inquiry program for that particular record. The Audit Log Inquiry screen is "read only" and displays all file management updates to the record you selected.
Note: This button is available only on the true File Management Main DataGrid to which it is linked. For example if you are running an activity report and click the Picklist icon to select a range of activity sections you will not see this button on the Activity Section Management DataGrid that appears. However if you go to the actual Activity Section Main File Management DataGrid then you will see it.