Review Upcoming Tasks and Plan for Upcoming Labor & Material Needs

To review the upcoming tasks, complete steps 1-5. To plan ahead for future labor and material needs, complete steps 6 and 7.

Note: Labor and material information only displays if it is already set up in the Equipment P.M. Setup screen.
  • On the Site Map, click Preventive Maintenance > Reports > P.M. Schedule.
  • In the Report type section, select Exceptions only.
    Note: Typically, this report is run on a weekly or monthly basis.
  • In the Minimum percent due field, enter 100 to view everything due as of today, or enter 90 to view everything that is 90% on its way of becoming due. The exact number entered in this field will depend on your goals for the report and your company's standard practices.
  • In the Requirements report section, select Both so labor hours and parts both display on the report.
  • Preview the report. Use this report as a resource for knowing what tasks are upcoming.
  • Return to the Site Map and click Preventive Maintenance > Reports > Parts and Labor Requirements.
  • Accept the screen's default settings and then click Preview. This report does not create a schedule for the shop employees, but it does give you an idea of upcoming labor and material needs. The Parts & Labor Requirements Report is also useful when determining what to purchase for upcoming tasks.
  • Return to the Site Map and click Preventive Maintenance > Data Entry > P.M. Service Performed Register.
  • Preview the P.M. Service Performed Register.
  • On the P.M. Service Performed Update screen, clickContinue .