Creating and Editing Preventative Maintenance

This process outlines the steps to create or edit a Preventative Maintenance (PM) schedule in Chekhub.

Creating a PM

Step 1

In your dashboard, navigate to the “Schedules” tab. Select the “+” button in the top right corner of your screen to create a new schedule.

Step 2

Create a specific title for your preventative maintenance schedule to ensure it is easily identifiable.

Step 3

Select and configure the steps for the preventative maintenance process you want to set. These can include inspections, cleanings, replacements, and more. Customize the steps to fit your organization’s needs.

Step 4

Assign the schedule to the team(s) that will perform it. You can assign based on role, location, or other criteria that make sense for your operations.

Step 5

Attach required manuals, guides, or instructional documents to the schedule so your team can access them during maintenance.

Step 6

Set a date for the maintenance activity and specify the location or assets that will undergo maintenance.

Step 7

Set the recurrence pattern for the maintenance schedule. Options can include daily, weekly, monthly, or custom intervals.

Step 8

Review the preventative maintenance details, then confirm and activate the schedule.

Step 9

You also have the option to set up maintenance groups, which is helpful if you would like to assign unique checklists to different assets within the same PM. For example, this could be useful if your assets differ by manufacturer and you would like to require different inspection checklists depending on this.

Step 10

Finally, you can specify the number of days in advance to notify participants and watchers before the maintenance start date, require change controls, and enforce participant check-in and check-out during work.

Locate the upper panel in order to adjust change controls, tags, properties, materials, and attachments. Once complete, click the "Create PM Series" button in the bottom right corner of your page.

Editing a PM

Step 1

Select the PM you want to edit from the “Schedules” tab.

Step 2

Update the steps, assigned teams, recurrence, or any other details as necessary.

Step 3

Save your changes. All updates will apply to future occurrences of the PM schedule.

Step 4

Review the revised PM schedule and make any necessary adjustments.

Step 5

Confirm changes and re-activate the PM schedule.