Complete PM visit
Completing a PM visit confirms the preventive maintenance work is done.
Screenshot needed: PM visit complete action
What this is for
Use completion to close the scheduled visit and keep equipment maintenance history updated.
Who uses it
Service engineers and office admins with permission.
Steps
- Open the assigned PM visit.
- Review equipment and customer details.
- Add checklist details and notes if available.
- Upload documents if needed.
- Click the complete or save action shown on the page.
Important notes
To be verified: final PM checklist fields should be checked before customer training.
Common mistakes
- Completing without notes.
- Missing attached documents.
- Completing a future visit by mistake.