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 --> + New PPM

Create New PPM:

1. Select the “Assets” icon from the left panel, and under the actions section, choose the “View Asset”  icon.

2. Select the “+ New PPM” option to create the new PPM.

3. Select the fields under the “Primary Details” tab to create a new PPM.

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

Mark a check on the tiny “Square box” on the “Auto Generate Job” to generate Job based on the PPMs.
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.
Zipcode	Enter the zip code details.

4. 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	Select the date for the next service.
Schedule Dates	The dates for the upcoming schedules.

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

Manage the existing PPM:

Navigation: Assets --> Manage PPMs --> Edit PPM 

1. Select the “Assets” icon from the left panel and choose the “PPM” associated with the assets. Select the “Edit icon”    under the “Actions” section.

2. Select the fields under the “Primary Details” tab to update the existing PPM.

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

Mark a check on the tiny “Square box” on the “Auto Generate Job” to generate Job based on the PPMs.
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.
Zipcode	Enter the zip code details.

3. After filling in the primary details, select the fields under the “PPM Schedule” tab to edit the existing PPM.

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	Select the date for the next service.
Schedule Dates	The dates for the upcoming schedule. Click on the “Update PPM” button to edit the existing rules.

  Delete PPM:

Navigation: Assets --> Manage PPMs -->  Delete PPM

1. Select the “Assets” icon from the left panel and choose the “PPM” associated with the assets. Select the delete  icon to delete the PPM. 

2. Select the "Delete" option to confirm and the "Cancel" option to exit. 

By following the above steps, the creation and management of the PPMs are made easy. 

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