Complete PM visits
PM visits are scheduled preventive maintenance jobs.
Screenshot needed: Mobile PM visit detail page
What this is for
Use PM completion to confirm that scheduled maintenance was done and recorded.
Who uses it
Service engineers assigned to PM visits.
Steps
- Open PM Visits.
- Select the assigned visit.
- Review customer and equipment details.
- Complete checklist and notes if shown.
- Upload documents if needed.
- Save or complete the visit.
Important notes
To be verified: final checklist fields and completion labels should be confirmed during training.
Common mistakes
- Completing the visit without notes.
- Missing documents or customer acknowledgement.
- Opening the wrong equipment record.