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Edit Preventive Maintenance Using Advanced View

Edit preventive maintenance records directly from the list using Advanced View.

Advanced View allows you to update preventive maintenance records directly from the preventive maintenance list without opening each record individually. The side panel provides quick access to key information, making it easy to review and edit multiple preventive maintenance records while staying on the same page.

To use Advanced View, the Show Details option must be enabled. If the details panel is hidden, the side panel will not be displayed and Advanced View will not be available.

Preventive Maintenance Advanced View interface displaying editable spreadsheet columns including PM Title, Frequency, Trigger Type, Next Due Date, and Status

Steps to Use Advanced View

  1. Open the Preventive Maintenance List

    • Navigate to Work from the sidebar menu and select Preventive Maintenance.

  2. Select a Preventive Maintenance Record

    • Click the preventive maintenance record you want to review or modify.

    • Its details will appear in the side panel.

  3. Switch to Advanced View

    • Click Advanced to enable editing directly within the side panel.

    • You can update the available preventive maintenance information without opening the full record.

    • If you need additional workspace, you can resize the side panel by dragging its edge, allowing you to view and edit more information comfortably.

  4. Result

    • You can efficiently manage preventive maintenance records directly from the list view, reducing the need to open each record individually and improving productivity when working with multiple schedules.

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