Adding a Reminder in Our Preventative Maintenance Page

Adding a Reminder in Our Preventative Maintenance Page

This guide will show you how to set reminders and navigate our preventative maintenance page.


Adding a Reminder:

  1. Click on Settings, and then select Preventative Maintenance.



  2. On this page, you will see a list of reminders you have already created.
    Note
    Under the Action tab, you can view more information about each reminder, or delete them.


  3. To start creating a new reminder, click on Add PM Rule.



  4. Complete the form with the requirements you need, and click Save when you are finished.



  5. You will now see the reminder on the Preventative Maintenance page.
    1. Email and Alert Board alerts are sent once the conditions are met at midnight. For example, you want the PM task to move from scheduled  to due at 1000 miles and then move from due to overdue at 1500 miles.
      1. You would get an alert after the vehicle exceeds 1000 miles at midnight after the vehicle has traveled over 1000 miles. (Note: It will not happen when the vehicle hits 1001 miles immediately, but at midnight when the system detects that it exceeded the threshold thus reminding you that your maintenance tasks is due and should be taken in for it's scheduled task.  The alert would then be sent again if the the task was not marked completed and exceeded the 1500 miles.

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