How to configure PPM (Planned Preventative Maintenance) to auto-generate Jobs?

The user may want to create a job based on the PPM. The process gets completed quickly with the new "Generate before" field. The system automatically generates the PPM job on that date, thus saving ample time for the user. 

Navigation: Assets --> Assets Listing Page  -->Asset  -->New PPM (Contract or Product is non-mandatory) and PPM End date is added

 Create PPM

The new PPM creation can be efficiently done with the product or contract is made non-mandatory. Now you can include the PPM end date.

1. Select the “Assets” module from the left panel and choose the asset for which you want to add the new PPM.

2. Select the “+New PPM” option from the top section.

3. Select the "Create PPM" option which creates the new PPM. 

3. A side panel will appear; you must fill in the “Primary Details” tab.

Our new release update is: Now the “Contract” and “Product” option is non-mandatory for creating the PPM, and you need to choose “Priority.”

Choose Contract (Optional Field)	Select the relevant contract from the drop-down list.
Choose Part / Service (Optional Field)	Select the relevant part/service from the drop-down list.
Priority (Mandatory Field)	Select the priority from the drop-down list. The priorities can be Low, Medium, and High.

Note: If you want to create a work order based on the PPMs, mark a check on the tiny “Square box” on the “Auto Generate Job” to generate a Job based on the PPMs. 

4. Select the "Auto Generate Job" option to initiate job generation while creating PPM. The Asset's address is automatically pre-filled, but if the user wants, they can also change the address for the PPM.  

If you opt for the “Auto Generate Job,” the following details will be displayed.

Generate Job Before	The job generation period.
Job Category	Select the category of the Job from the drop-down list.
Address (Mandatory Field)	Enter the address details.
City (Mandatory Field)	Enter the city details.
Landmark	Enter the landmark details.
State	Enter the state details.
Zip code	Enter the zip code details.

5. After filling in the primary details, select the fields under the “PPM Schedule” tab to create a new PPM.

Schedule:

 

Frequency (Mandatory Field)	Select the relevant frequency from the drop-down list.
Frequency Period (Mandatory Field)	Select the relevant frequency period from the drop-down list.
Next Service Date (Mandatory Field)	Select the date for the next service.
PPM End Date (Mandatory Field)	Select the end date of the PPM. (This is our new release update)
Schedule Dates	The dates for the upcoming schedules.

 

Click on the “Create PPM” button to generate the new PPM.

6. The PPM is created successfully. 

Manage PPM

1. Select the “Assets” module from the left panel and choose the "Manage PPM" option.

2. You can view, edit or remove the PPMs from the actions section. 

Edit icon	You can modify the existing PPMs using the edit icon.
View icon	You can check the existing PPMs using the view icon.
Delete icon	You can remove the PPMs using the delete icon.

By following the above steps, now quickly create Jobs directly from the PPM and manage the PPMs. 

 

• Related Articles

• 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 and Manage PPM in V3 Zuper Web App?

  Planned Preventative Maintenance in short known as "PPM" refers to regular cadence performed on an asset to ensure proper functioning. If you're looking to create and manage PPM in V3 Zuper Web App, follow these steps. Navigation: Assets --> Assets ...

• How to issue PPMs into Jobs in V3 Zuper Web App?

  The Planned Preventive Maintenance (PPM) should be done periodically to prevent asset failures. At the same time, these maintenance tasks can also be converted to jobs that field executives can complete on scheduled dates. But, if you've missed ...

• How to Access the Assets Details Page in V3 Zuper Web App?

  Any item purchased by a company as a product and, when distributed to a customer service location to fulfill a job or contract is referred to as an asset. It can either be owned by the customer or by the company itself. You can explore the asset ...

• 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 ...