This article will teach you how to create a PM Task for each type of equipment.
- From the Property & Facility menu, click Settings.
- From the Property Management Settings page, navigate to the Preventive Maintenance section and click Tasks.
- From the Preventive Maintenance: Tasks page, click the New PM Task button.
- Once the Add PM Task window has opened, complete the form presented:
| Field | Explanation |
|---|---|
| Property | Select the property for the PM Task. |
| Name |
Enter the name of the PM Task. Note: It is suggested that you include the type of equipment and interval period in the name (i.e. Air Handler-Monthly) so the PM Task is easily identifiable by your building engineering staff. |
| Trade | Select the trade associated with the PM Task. |
| Instructions |
If applicable, enter a basic description of the PM Task (i.e. Quarterly Maintenance). Note: The actions, or steps, required to complete a task are entered after the initial creation of the task. See the article Adding an Action to a Preventive Maintenance Task. |
- Click the Save button.
- The new PM Task is visible in the tasks lists and is now ready to be associated to a PM Work Order or PM Schedule.