How to bulk issue Planned Preventive Maintenance (PPMs) and use the filters and view on the Zuper Web App?

How to bulk issue Planned Preventive Maintenance (PPMs) and use the filters and view on the Zuper Web App?

The planned preventive maintenance should be done periodically to avoid the failure of the devices or assets. These PPMs can be converted into jobs that will be helpful for the field executive to do the service. Now it is possible to convert PPMs into jobs. 

Filter PPM:

Navigation: Assets --> PPMs --> Filter PPMs

The filter PPM option helps to filter the list of PPMs.

1. Select the “Filter” icon from the top right corner of the screen.

 

2. Select the relevant filter and press the “Apply Filter” button.


List view:

Navigation: Assets -->PPMs --> List View

The list view helps to display the PPMs in two ways
1. List View
2. Calendar View.

    1. Select the list view option to display the PPMs in the list view



2. Select the calendar view option to view the PPMs in a calendar view.




Bulk issue PPMs:

Navigation: Assets --> PPMs --> Bulk Issue PPMs




2. Select the “Bulk Issue PPMs” option.




4. Select the “Issue Chosen PPMs” option to generate the Bulk PPMs against the contract.



5. Select the “Job Category,” “Start Time,” and “End Time” under the “Preview PPMs” pop-up and select “Submit.”



6. For the selected contracts, PPMs job creation is successful.


With the Bulk issue PPMs option, you can save more time by creating PPM Jobs with a single click. 


    • Related Articles

    • How to create and manage Planned Preventative Maintenance (PPM) on the Zuper Web App?

      The planned preventive maintenance should be done periodically to avoid the failure of the devices or assets. Creating and managing the PPMs is the proper way that helps the field technician do the service efficiently.  Navigation: Assets --> PPMs ...
    • How to connect Google Calendar with Zuper?

      With our Zuper-Google Calendar integration, the user can install the Google Calendar from our Zuper store. Then, post-installation, whenever the jobs are created and scheduled for a particular date, this vital job information will be created and ...
    • How to auto-convert Planned Preventive Maintenance to Jobs?

      The Planned Preview Maintenance can be easily converted as a Job. Our new icon    hints at the PPMs that can convert to Jobs. 1. Select the “Assets” module from the left panel. 2. The icon   indicates the PPM ids that can be converted as Jobs easily, ...
    • How to Create a New Job on Zuper Web App?

      Jobs are the heart of the Zuper Web-App. It is at the core of all field service operations. In Zuper Web-App, you can create a new job in 3 different ways: 1. Using the Quick Actions Dropdown 2. From the Jobs Listing Page 3. From Customer Profile ...
    • How do you set up and log in Using Multi-Factor Authentication on Zuper Web App?

      Navigation (Setup):  Settings -->  Account Settings --> Multi-Factor Authentication --> Authenticator App / SMS Authentication / Email Authentication / Recovery Codes Zuper's two-factor authentication is highly needed to protect the user's data and ...