How to create and manage your PPM in the Zuper web app?

How to create and manage your PPM in the Zuper web app?

Planned Preventive Maintenance (PPM) is a proactive approach to maintaining equipment, machinery, or systems by scheduling regular inspections, servicing, and repairs before any issues arise. The goal of PPM is to minimize the risk of unexpected breakdowns, reduce downtime, and extend the lifespan of assets.

Notes
Navigation: Assets -> Assets Listing page -> Asset name -> Asset detail page -> + New PPM


Creating PPM

1. Click the Assets icon from the left navigation menu and choose the “Assets” module. You will view the list of assets (both active and inactive) on the asset listing page. 


2. Choose the asset for which you want to add a new PPM from the asset listing page. The selected asset details page appears. 


3.  On the Asset Details page, scroll down to the PPM section in the right pane, and click the "+" icon to create a new PPM.


Primary Details

1. Fill in the following primary details:
  1. Choose Contract (Optional Field):  Select the relevant contract from the drop-down list.
  2. Choose Part / Service (Optional Field):  Select a part or service associated with the contract to include in the PPM.
  3. Priority (Mandatory Field): Select the priority from the drop-down list. The priorities can be Low, Medium, and High.
  4. Auto Generate Job (Optional Field): If you want to auto generate a Job based on the PPMs, choose "Yes" or "No."


2. When you choose "Yes" for the “Auto Generate Job,” the following details will be required:
  1. Generate Job Before: Enter the number of days before you want the job to be auto generated. 
  2. Job Category: Choose the category of the Job from the drop-down list.
  3. Street Address: To fill in the street address information, click "Pick from Map." and use the address. 
  4. Once filled in the primary details, click the "Next" button. You'll be moved to the next step of scheduling PPM.

 PPM Schedule

1. Provide the following details to schedule:
  1. Frequency: Select the relevant frequency (Days, Weeks, Months, or Years) from the drop-down list. 
  2. Frequency Period: Select the relevant frequency period from the drop-down list.
  3. PPM Start Date: Select the start date of the PPM.
  4. PPM End Date: Select the end date of the PPM.
  5. Schedule Dates: These are the dates for the upcoming schedules (service date) based on the frequency period. 
Once done, click the “Create PPM” button. 


2. A new PPM will be created and added to the asset successfully.

Manage PPM

Once a PPM has been created for an asset, you can also edit or delete PPM as needed. To manage PPM, follow these steps:
Notes
Navigation: Assets --> Assets Listing page--> Manage PPM
1. Click the Assets icon from the left navigation menu and choose the “Assets” module. You can view the list of assets in the asset listing page.

2. Click "Manage PPM" at the top right of the asset listing page. 


3. You can access all PPMs for assets, including PPM ID, name, last service date, next service date, and more. You can also use the search bar to search and view specific asset's PPM details. 


4. From there, you can view, edit or delete PPM by clicking the "ellipsis" icon under Actions. 

Notes
Note: The job icon next to the PPM Id indicates that a job will be auto-generated for this PPM on the scheduled dates. This is because you've chosen "Yes" to "Auto Generate Job" while creating a PPM. 

So, that's the process of creating and managing PPM in the Zuper Web App. By following these step-by-step instructions, you can efficiently create and manage these maintenance schedules, ensuring optimal performance and longevity of assets.