The Preventative Maintenance by Class Code window allows you to establish preventive maintenance activities for a specific type of equipment ("class code") and when those activities are scheduled.

To navigate to the Preventative Maintenance by Class Code window, follow the steps below:

  1. Click Inventory in the top banner menu
  2. Click Inventory Related Items in the drop-down menu
  3. Click Preventative Maintenance by Class Code

The window contains two panes:

  • The Equipment Classification list which lists all current classifications
    To expand a section click and to collapse it click
  • The Activity schedule which lists all activities for the currently selected Equipment Classification and can be used to schedule new activities

There are two ways to define preventative maintenance schedules:

  • By inheriting preventative maintenance activities from the nearest class code ancestor that has a set of PM activities assigned to it.
  • By directly entering the set of preventative maintenance activities, which takes precedence over inheritance.
Note: These two ways are for equipment types. You can also specify a preventative maintenance schedule for a particular piece of equipment (overriding the preventative maintenance schedule established for the class to which the equipment belongs) by using the Preventative Maintenance by Inventory window.
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