What are PPMs?
Planned preventative maintenance (PPM) tasks are recurring Jobs especially useful for compliance and reporting purposes. They allow teams to manage and execute all recurring maintenance tasks.
How to create PPMs
PPMs can be created through the FaultFixers Web left-hand side menu.
Click on the "New" button as seen in the image above. Follow the instructions to assign the PPM a Building, Location, and user.
The last step, as shown on the tab below, will assign the PPM the frequency in which the task needs to take place (for example, Bedroom Checks to be repeated once a week). Have a look at this article for more detail.
To see detailed information on existing PPMs, click on the desired parent PPM displayed in the list from the left-hand side menu on FaultFixers Web.
Once in the PPM, this view will show key information such as the PPMs' due date, the Building where this task occurs, how often it repeats, and the times it has already taken place (which can be seen in "Occurrences" at the bottom).
Make sure to select the right filters, such as the dates, by using the calendar according to the tasks you wish to see (for example the Weekly Fire Alarm Tests that took place in the last 3 months).
Navigate to the Closed tab to view those PPMs that have already been completed.
PPMs can be:
Duplicated: clone a PPM to quickly assign it to the same, or another Building by using the "Duplicate" button.
Edited: reassign it to someone else, modify the due date, or change the priority by clicking on the "Edit" button.
Deleted: if needed, PPMs can be deleted by using the "Delete" button that appears in the image above.
When duplicating PPMs, remember to:
Go to Assign: amend who this PPM should be assigned to:
Go to Schedule: amend the frequency of the PPM and when the start date should be in order to avoid overdue occurrences appearing in the duplicate PPMs.
Occurrences
In order to see each particular Planned Preventative Maintenance task that has taken place, scroll down to the Occurrences list.
Within an Occurrence, the PPM information will appear as seen in the image below:
Through this view, you can find completed (or still in progress) Forms attached to the PPM by navigating the PPM's 'Forms' tabs above. You can also find the PPM's History, Costing, Comments, and any Media associated with it.
How to navigate the PPM list view
PPMs can be filtered by using the funnel icon as shown below:
The columns displaying PPMs can be reorganized by dragging and dropping them in the desired order. The list can be tailored to the columns needed by clicking on the 3 horizontal lines and subsequently clicking on the 3 vertical lines that appear, as shown in the image here:
PPMs can also be exported: by right-clicking on the PPM list > CSV Export.
If you need more help, you can always get in touch with us at support@faultfixers.com.
Happy Days! 😀