Enter the PM Code - Max of 2 characters - the first character must be a letter from A-Z and the second is optional though must be a number from 0-9

1. Try to come up with a coding scheme that categorizes the PMs in an orderly manner. For example, many fleets use PM A for a 3000 mile service and PM B for a 6000 mile service.

Enter the VMRS Code associated with the PM - Codes 066001000 through 066009000 are set up in the RTA system for use with PMs (Refer to VMRS Codes for assistance with reviewing, adding, editing, and removing VMRS Codes in your software)

1. Start typing 066 into the VMRS field and the drop down will automatically navigate to the PM section of the VMRS list

2. When the VMRS code of a work order line matches exactly with the PM VMRS code, the system automatically updates the PM record when the job is complete

3. Refer to Work Order Table of Contents for more information on work orders in RTA Web

The PM Description will auto fill with the associated description for the VMRS code selected

Define the primary Interval for the PM to occur - will this PM need to occur routinely based on days, miles, or gallons

1. PMs can be set for a combination of intervals and this will be discussed further down

Identify the included PM - RTA is capable of nesting PMs - enter the PM code of the PM desired to nest with this PM

1. For example, PM A could be a lube, oil, and inspection and PM B could be a fuel filter and by nesting PM B to PM A, when PM B is completed, PM A will be included for completion as well

2. Nesting PMs makes data entry easier and faster because when a PM is completed, the RTA system updates that PM record as well as the nested PM record(s)

Select the work order template to be applied to the PM if applicable

1. Only templates that have already been created in RTA will appear in the drop down

2. Refer to Work Order Table of Contents for more information on work orders in RTA Web

Select the PM Part Kit to be applied to the PM if applicable

1. Only Part Kits that have already been created in RTA will appear in the drop down

2. Part Kits can be created in RTA Classic only

3. Refer to Posting Part Kits for instructions on creating part kits in RTA Classic and posting in RTA Web

Inspection

If applicable, switch on the One Time PM switch if this PM will not be performed again

1. The Sleep PM switch is only used to pause or turn off the PM Schedule from appearing as due soon or past due

Click Save

On the Intervals tab, Click the “add new” button

Fill in the appropriate fields - Be sure to click the check marks to save the entries made to these fields

1. Interval - Primary interval for interval type

   1. If the primary interval type is miles, then the interval may read 3000 to ensure that the PM is performed every 3000 miles

2. Type - Primary interval type (ie. miles, days, gallons, etc)

3. Tolerance - Enter any approved or desired tolerances for this interval and set that tolerance by percent or number

   1. For example, if the interval is every 3000 miles but a variance is acceptable, the variance could be set for a number value of 500 which means that every 3500 miles is okay if necessary

   2. Variances will prevent the PM showing as past due until after the variance time

4. Last Done - If known, enter the meter reading that matches the interval type that this vehicle last received this PM

   1. the next due PM will be calculated and displayed from this date

Lock Icon can be selected to lock the PM if desired

1. Locking an interval means that a PM that is set for specific interval will always show due regardless of when it was last performed

2. For example, if the PM interval is set for every 3000 miles will come due at 6000, 9000, and 12000 miles, etc even if the previous PMs were completed at 3100, 6200, or 8800

If a secondary interval is desired, click the on the “add new” button again and enter the secondary interval using the same fields as just completed for the first interval

1. For example, the PM may be desired every 3000 miles or every 90 days (whichever occurs first)