Use the PM Planner page to view and change scheduled preventive maintenance services.
The PM Planner page contains tabs, a Filter By area, columns of information, commands and buttons.
Filter By Area
|
Item |
Description |
|
Customer Name |
to only list PM's for a specific customer, click the Select button and select the customer |
|
Rental Only |
to only list rental vehicle PM's, click the Rental Only option button |
|
Include Defects |
to list PM's that are defects, check the box |
|
Include Potential Defects |
to list PM's that are potential defects, check the box |
|
Include Scheduled |
to list PM's that are neither defects nor potential defects, check the box |
Columns
The PM Planner page contains columns of information. Some of the items are also links to additional information.
|
Column |
Contents |
|
Use Filter box |
to stop filtering the list of PMs, uncheck this box |
|
Scheduled Date |
the date the PM is currently scheduled (click the link to open the Reschedule page where you can reschedule the RO) |
|
Due Date |
the date the PM is due |
|
Due Meter |
the meter reading at which the job is due |
|
Current Meter |
the current meter reading |
|
Unit # |
the vehicle unit number (click the link to open the Vehicle Info page) |
|
Customer |
the customer name |
|
Work Summary |
a brief list of scheduled work (click the link to open the Repair Order page) |
|
At Location |
the current unit location (click the link to open the Location Details page) |
Commands
|
Command |
Function |
|
(Sort) |
|
|
Default |
|
|
Scheduled Date |
sorts the page by the PM schedule date |
|
Due Date |
sorts the page by the PM due date |
|
Unit Number |
sorts the page by unit number |
|
Customer |
sorts the page by customer name |
|
(Selected RO) |
|
|
RO Detail |
opens the Repair Order page for the selected RO |
|
Reschedule |
opens the Reschedule page where you can reschedule the selected ROs |
|
(Special) |
|
|
PM Capacity |
opens the PM Capacity page where you can designate the number of PMs your shop can perform each day |
Buttons
|
Button |
Function |
|
Printable Version |
opens the PM list in a new window that you can print |
|
Help |
opens the online Help for this page |
|
Select |
opens the Customer Rolodex page where you can search for and select a customer |
|
Search |
searches for PM's that match the selected defect status |
|
Clear All |
checks all of the defect status boxes |
Related Topics
Updated April 15, 2005