PM visits
PM visits are individual maintenance jobs generated from schedules.
Screenshot needed: PM Visits page
Screenshot needed: PM visit detail page with assignment and status
What this is for
Use PM visits to assign, execute, and complete scheduled preventive maintenance.
Who uses it
Office admins, service coordinators, service engineers, and owners.
Steps
- Open PM Visits.
- Review due date, customer, equipment, status, and assigned engineer.
- Open the visit detail page.
- Update assignment or work status if permitted.
- Complete the visit after field work is done.
Important notes
Missed and overdue visits should be reviewed regularly.
Common mistakes
- Treating a PM schedule as the actual visit.
- Missing overdue visits.
- Completing the wrong equipment visit.