Preventive maintenance: Task templates + Automations
Preventative maintenance is created and managed by using task templates in conjunction with automations.
Task templates pre-define the details of the task. If multiple assets receive the same preventative maintenance, then they can each utilise the same task template, each with its own automated trigger.
Automations are created on each asset and define when and why a preventative maintenance task should be triggered, either as a once-off or on a recurring basis, on any given asset.
Therefore, setting up preventative maintenance involves a two-stage process:
Create a Task Template - to pre-define the details of the work to be performed during preventive maintenance, like the work procedure, the materials that will be required and the estimated work time.
Create an Automation - on individual assets.
What's next?