PPM planner¶
Plan who does which preventive maintenance, and when. How PPM dates are calculated is explained in PPM schedule.
Open PPM Schedule (sidebar → Assets & Maintenance).
Head: plan the month¶
| Action | How |
|---|---|
| Assign a device | Assign → pick the engineer. When the PPM falls due, the ticket goes straight to them. |
| Assign many | Select devices → Bulk Assign Department / Bulk Adjust Dates. |
| Move a date | Adjust Date, choose a reason (workload balancing, parts unavailable, equipment in use, staff unavailable, facility request, other) and Save date. |
| Plan parts | Parts → add the parts needed. |
| Send parts to procurement | Route to Procurement. Procurement sees it under PPM Procurement. |
| Approve claims | Approve or Decline a member's claim. |
Member: claim work¶
- Find an unassigned device on the schedule.
- Select Claim Assignment (or Add Parts & Claim).
- The Head approves or declines; you're emailed either way.
Do PPM now¶
At the device (or its QR page), select Log PPM Now to create a PPM ticket and assign it to yourself immediately.
Automatic tickets¶
EquipNet checks every morning and creates Preventive Maintenance tickets for devices that are due. Weekly "PPM due" summaries go out on Mondays.
Exports and sign-off¶
Department Schedule (PDF), Aggregated Inventory List (Excel) and Upload Signed PPM Schedule work as described in PPM schedule.