Enabling preventive maintenance alerts for work orders

You can use preventive maintenance alerts to notify you of pending preventive maintenance work that is scheduled for assets or locations in work order records.

About this task

The site that is listed on the work order must be configured to enable alerts. You configure preventive maintenance alerts for sites in the Organizations application.

Procedure

  1. In the Organizations application, select the PM Options action and specify a status that work orders must reach to generate preventive maintenance alerts.
  2. In the Preventive Maintenance application, create a preventive maintenance record for an asset or for a location.
  3. In the Work Order Tracking application, create a work order that requires the same asset or location. Preventive maintenance alerts are shown when the status of the work order record reaches the status that you have specified.