Preventative Maintenance Schedule

Overview

The PM Schedule shows current company preventative maintenance completion percentage, as well as breaking down the percentage by area, and finally by individual mechanic. Units are shown as "completed", "upcoming" or "overdue" based on if their last PM Date is less than or greater than the expected PM Date for the unit, as calculated based upon the current units PM Type.

Access & Permissions

You can access the Preventative Maintenance Schedule by going to Floworks and click on the "Reports" section. From there you can access the report by clicking on "PM Completion". By default, you will be able to see the company overview and overall zone percentages on the report. However, to access zone/mechanic level statistics and report information, you must have administrator access or be provisioned to view a specific area. Users can be provisioned by contacting IT and requesting to be added to the appropriate security group.

Automated updates

As work orders are brought into the Flogistix internal database from Floworks, the script will check for several items on the work order that trigger the PM Schedule for the unit on the work order to be reset. These triggers are as follows:

• • Work Order is marked as a "Preventative Maintenance" work order type

  • Work Order is marked as a "New Set" work order type

  • Work Order contains time allocated to Labor Code: "6103 - Replace Engine"

Once one of these triggers is detected, the script will perform a look up on the "PM Type" for this unit. If a PM Type is assigned, the script will query the PM Days for this particular PM Type. The "LastPMDate" field in the equipment database is set to the current date, and the "NextPMDate" is set to "current date + PM Days on this PM Type". These dates areynced to the corresponding fields on the Fixed Asset record in NetSuite at a regular interval.

PM Types

PM Types can administered by going to the "Field Service" section of the intranet and click on the "PM Administration" button. Users will need to a member of the appropriate Active Directory security group to access this page. Please contact IT to be added the appropriate security group.