If a work order already exists in the system, you can use it as the basis for a new preventive maintenance (PM) record. This allows you to quickly create a preventive maintenance schedule without manually re-entering information, as the system automatically copies relevant details from the selected work order.
Steps to Create a Preventive Maintenance from a Work Order
Open the Work Orders List
Navigate to Administration from the sidebar menu.
Select Work Orders to open the list of existing work orders.
Locate the Work Order
Find the work order you want to use as the basis for the preventive maintenance.
If needed, use the available search and filtering options to quickly locate the correct record.
Create the Preventive Maintenance Record
Open the desired work order.
Click Actions and select Create Preventive Maintenance.
The system will automatically create a new preventive maintenance record and populate it with information from the selected work order, including relevant asset, service, and work details.
Complete the Preventive Maintenance Setup
Review the generated preventive maintenance record and add any missing information.
For detailed instructions on configuring preventive maintenance schedules, frequencies, and related settings, refer to the Creating a Preventive Maintenance article.
Save the Preventive Maintenance
After reviewing and completing all required information, click Save.
Result
A new preventive maintenance record will be created and added to the Preventive Maintenance list.
Using an existing work order as a template helps streamline setup, reduce data entry, and ensure consistency between corrective and preventive maintenance activities.