Setup / Personalization
Setup
The Preventive Maintenance setup section manages global setting of the software.
Your organization’s information as well as its unique facilities, work centers, and departments are all managed under Setup.
The parties involved in carrying out the PM tasks and schedule, both internal and external are also part of setup.
The importing of assets, part numbers, suppliers, inventory, and work orders are all accomplished with setup, as well as setting up the Email connection and automated Email frequency.
Although the program does come with numerous reports, any new reports created by the organization can be added to the report listing which is also managed in the setup section.
Company Information
Adding your company’s information and logo personalizes the Preventive Maintenance Software.
Facility Information
All company assets can be identified by facility, department, work center and/or work group. An unlimited number of facilities, departments, work centers and/or work groups can be created and managed through the setup area.
Preventive Maintenance Personnel Information
All parties involved within the organization’s Preventive Maintenance program is managed within the Setup area. Parties can be either internal personnel that have some connection to the PM program or external party such as Vendors or Suppliers that may perform the PM tasks.
Each internal personnel can be assigned permissions within this Preventive Maintenance software.
Importing of Equipment and Assets
Importing of existing asset is simple. An import template is provided which is used to import assets into the Preventive Maintenance software. Most common fields defining an asset are included in the import template like Asset Name, Serial Number, Model Number, Tag Number, and Asset Number.
When the Work Order module is purchased, the importing of part master, inventory, work orders and suppliers is available.