Create a New Preventative Maintenance Checklist Template

Create a New Preventative Maintenance Checklist Template

The ProFile system uses preventative maintenance checklist templates to automatically create checklists for users to complete based on specific triggers. For more information about preventative maintenance in ProFile, read the article "Preventative Maintenance Overview."

Creating new preventative maintenance checklist templates is done from the Administration section of ProFile. There are two methods for Creating New PM Checklists: Enterprise PM Checklist and Plant PM Checklists. The Enterprise PM Checklist method is best when you want to copy a PM checklist over to multiple Plants associated with a particular Enterprise. Plant PM Checklist creation is good when you only want the PM checklist to be used at one particular Plant.

This article covers:

• Plant PM Checklist
• Enterprise PM Checklist Template
• Creating PM Checklists
• Copying PM Checklist To Different Plants
• Managing PM Checklist Permissions
• Creating PM Checklist Permissions

Plant PM Checklist

PM checklists that will only be used at a specific plant can be created by creating a PMC Template under the "Manage Plant" section of the "Administration" screen.

To Create a Plant PM Checklist:

1. Click the "Administration" button in the left hand navigation bar and click "PM checklists" under the "Manage Plant" section.

2. Click the "Create PMC Template" button. Follow the "Create PM Checklist" instructions below.

Enterprise PM Checklist Template

To Create a Preventative Maintenance Checklist as an Enterprise Template:

1. Click on the "Administration" button in the left hand navigation bar and select "PM Checklists" under the "Manage Enterprise" section.

2. Click the "Create PMC Template" button.

Creating the PM Checklist

1. Give your PMC Template a name in the "Name" field.

2. Optionally, give your PMC template a description.

3. Click the "Active" toggle if you do not want the PM checklist to show on assets. It is active by default and will be selectable on the asset class types you specify.

4. Select an asset class from the "Select Asset Class" dropdown.

5. Select your conditions. Your conditions can use AND or OR logic. If you choose AND all of the conditions will need to be met. If you choose OR only one of the specified conditions needs to be met.

6. Select "Cycles", "Hours", "Calendar" or any combination of the three. You can choose "Not Recurring/Recurring" from the available dropdown. On cycles and hours you can specify the "Start Count" and if your dropdown is set to "Recurring" you can also specify an "Interval".

7. Select an effect from the "Effects" dropdown menu. This will cause the selected PM checklist to be marked as complete when instances of this PM checklist are complete.

8. Add any custom fields you want by clicking the "Add Custom Field" button. Fill out the "Name" and "Help Text" fields and click the checkmark icon when finished.

9. Add any checkpoints you want by clicking the "Add Checkpoint" button. Fill out the description field and click the checkmark icon when you are finished.

10. Click the "Save" button at the top of the form.

Copying an Enterprise PM Checklist to Different Plants

Your enterprise PM checklists can quickly be copied to the different plants the user has access to.

To copy PM checklist templates to different plants:

1. From the "Enterprise PM Checklist" screen click the three dot icon next to the template you wish to copy.

2. Click the "Duplicate" button from the dropdown.

3. Select the plant you wish to copy the template to.

4. Click the "Duplicate" button.

Manage Preventative Maintenance Checklist Templates Permissions

Create Preventative Maintenance Checklist Instance

This chart illustrates the default role/permission configuration for the ProFile application. A green check means that the role is allowed to perform the action. A red circle means that the role cannot perform the action. Note that your experience may vary, as these roles are customizable. Please contact support if you have any specific questions.