Missed PM handling
Missed PM visits need follow-up so customer equipment remains covered.
Screenshot needed: PM Visits list with overdue or missed status
What this is for
Use missed PM review to identify visits that were not completed on time.
Who uses it
Office admins, service coordinators, and owners.
Steps
- Open PM Visits.
- Filter or review visits by due date and status if the page provides filters.
- Open each overdue or missed visit.
- Contact the engineer or customer as needed.
- Reschedule or update the visit according to your process.
Important notes
To be verified: final reschedule and missed status rules should be confirmed during rollout.
Common mistakes
- Ignoring missed PM visits.
- Creating a new schedule instead of handling the missed visit.
- Not informing the customer about a changed visit date.