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Preventative Maintenance [PM] | Convert a Work Order to PM (Admins & Subs)

How to move vehicles from equipment to the vehicle section

Admins can take an existing Work Order and turn it into a Maintenance [PM]!

  • Sub-admins who have been given permission to manage preventative maintenance under their user permissions and have access to the service category on a work order can also create a PM from the work order.

 

  • Go to the Details tab of an existing Work Ordermceclip0.png

  • Scroll down to the bottom and click CREATE PM

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Choose Yes when asked if you want to create a PM from this Work Order

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Now just follow the steps for creating a PM as found in this article: Add and Manage Maintenance [PM] (Admins and/or Sub-Admins)

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