Asset and Equipment PMs Due
Summary/Use Case
Summary
The Asset and Equipment PM Due report provides a list of upcoming and overdue preventive maintenance (PM) tasks based on mileage, hours, gallons, or days. This report is useful for fleet managers to proactively manage maintenance schedules and avoid unexpected breakdowns. It is typically grouped by customer or department depending on the selected parameter.
Use Case
Monitor assets approaching or exceeding PM thresholds
Identify overdue services and prioritize maintenance
Group data by Customer or Department to assign PM accountability
Maintain service compliance for regulatory or internal standards
Streamline PM scheduling for shop operations
Location: Where to Find It
Reports > RTA Standard Reports > PMs > Asset and Equipment PM Due
Data Filter Prompts
You will be prompted for filtering of the Data to specify and narrow down the data that will be pulled. See Data Filter List Below for Options
Parameter List
Parameter Name | Value (Default) | Value (Notes) |
|---|---|---|
Please select Customer or Department for grouping (None to skip grouping) | Customer | Options: Customer, Department, None |
Data Filter List
Filter Name | Recommended Filter Condition(s) | Value (Options) | Value (Default) | Value (Notes) |
|---|---|---|---|---|
Facility | Equal To | 1 - 99999 | 1 | Filters by facility ID |
Customer | Is Between | All Customer Numbers | blank - zzzzzzzzzzz | Represents first to last customer alphabetically |
Department | Is Between | All Department Numbers | blank - zzzzzzzzzzz | Represents first to last department alphabetically |
Vehicle | Is Between | All Vehicle Numbers | blank - zzzzzzzzzzz | Represents first to last vehicle number |
PMs due within days | Less Than Or Equal To | Any Number | 30 | Based on days until PM is due |
PMs due within units | Less Than Or Equal To | Any Number | 50 | Based on mileage thresholds |
PMs due within hours | Less Than Or Equal To | Any Number | 75 | Based on engine hour thresholds |
PMs due within gallons | Less Than Or Equal To | Any Number | 100 | Based on fuel usage thresholds |
PM Alpha Code (Equipment service is included as code Z) | Is Between | A–Z | A–Z | Filters by alpha PM codes (service types) |
PM Numeric Code (Equipment service is included as code 9) | Is Between | 0–9 | 0–9 | Filters by numeric PM codes (service identifiers) |
Report Output and Data Elements
Report Output
The Asset and Equipment PM Due report provides a detailed listing of assets with pending or overdue preventive maintenance. It displays key fields like asset info, PM codes, usage statistics, and due status. The report color-codes statuses such as "Due Soon" and "Past Due" for visual prioritization. Totals or grouping may be applied based on customer or department selection.
Report Data Elements
Column Number | Column Title | Data Notes |
|---|---|---|
1 | Asset | Unique identifier for the vehicle or equipment |
2 | PM Code | Preventive maintenance task code (A-Z or numeric) |
3 | Description | Description of the asset and PM task |
4 | Cycle Type | Unit of measure for the interval (e.g., miles, hours, gallons, days) |
5 | Interval | Service interval threshold value |
6 | Previous Done | Last completed service count or date |
7 | Current | Current count (e.g., current mileage or hours) |
8 | Due At | Threshold at which the service is due |
9 | Due In | Remaining distance/time/hours until PM is due |
10 | Due Status | Status indicator (e.g., Due Soon, Past Due) |
11 | Scheduled | Indicates if a work order has already been scheduled for the PM |