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Editing Equipment PMs

Assets>Equipment

You have the ability to change the PM VMRS, when doing this the service reminder description will update to the one for that VMRS code. Additionally, you can update the dates for last done, current, due date and interval day.

Editing the Service Reminder PM

  1. Open the equipment file that needs to be updated/edited.

  2. Click on the Service Reminder tab

  3. Click in the section that you wish you update: Interval Day, VMRS, Description, Last Done, Current, Due Date

  4. The Edit PM window will pop-up

  5. Click into the tab and enter the new information

  6. A pop-up message will show up stating: PM Updated

  7. Click, Done

The due date is calculated as Last Done plus Interval Day; the reminder shows as Due Soon as the date approaches and Past Due after it. Equipment service reminders are not listed on Maint. & Repair > PMs Due (asset PMs only). To see all equipment services that are due, run the Equipment Service Reminders or Asset and Equipment PMs Due report.

Equipment service reminders also do not generate PM Due Soon / Due Now / Past Due notifications; those are sent for asset PM schedules only (see Notification Set Up).

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