Learning Center

Planned Maintenance (PMs) is an important part of ManagerPlus.  Being able to create and maintain Planned Maintenance is critical for successful Asset Management.

The Maintenance Library, found in the Settings section of ManagerPlus, filled under the Libraries category is a critical part of managing PMs.  It is here that you can create Plan Categories, Maintenance Plans, and New Planned Maintenance records.  In this section, you can also add Public and Private Notes, and add Attachments to the specific MPs.  You may also edit any and all Plans to include Duplication, Renaming, and Deletion/Inactivate.

Creating PMs will allow you to set parameters on your Assets to automatically create Work Orders based on the criteria you set and then you can have those Work Orders assigned to your workers/employees.   For more information on how to create these documents, please see the links provided below.

Useful Links to Related Articles:

To learn how to Create a New Planned Maintenance, click here.

To learn how to Add an Attachment to a Planned Maintenance, click here.

To learn how to Add a Note to a Planned Maintenance, click here.

To learn how to Edit a Planned Maintenance Record, click here.

To learn how to Inactivate, Edit, and Duplicate a Planned Maintenance Record, click here.

To learn how to Create a New Plan and Plan Category, click here.

To learn how to Update Planned Maintenance Assigned to Information, click here.

To learn how to Adjusting Planned Maintenance Progress, click here.

To learn how to Creating Due Planned Maintenance, click here. 

To view the Planned Maintenance Dashboard Overview, click here.