Preventive Maintenance Details Report

Modified on Wed, Sep 18 at 11:02 AM

This report provides detailed information about PM jobs and their schedules, such as any failure codes, tasks, and costs, and can be found under the preventive maintenance reports category from the left menu.

Below is a sample of what the report may look like:

You may customize your report by choosing which columns are shown and where by selecting the Configuration Icon in the top right. A quick tutorial is shown; for more help see Customizing Reports:

Finally, the chart below provides descriptions of the possible columns:

Column	Description
PM Master ID	ID for the PM Job.
Description	Description of the PM Job.
Type	Type of PM - for more help see Setting Up Lookup Lists.
PM Master Status	Whether the job is still active.
Schedule Type	Trigger for the schedule (Calendar, Meter, or On Demand).
Schedule Duration	Expected duration of the maintenance.
Asset ID & Name	ID and name of the asset the job is charged to.
Schedule Record Status	Whether the schedule is still active.
Schedule Method	Whether the schedule is based off of last due or last done (Calendar PMs only). See Last Due vs Last Done for more help.
On Demand Group	On Demand Group this PM is assigned to
Frequency & Freq. Type	For calendar PMs: How often maintenance should be done & unit of measurement (days, months, quarters, etc)
Assigned To	Personnel the work is assigned to.
Priority	Whether the job has priority in your organization.
Failure Code	Type of Failure
Root Cause Code	What was the Root cause of the Failure
Action Code	What Action was taken
Planner	Planner assigned to the Work Order
Last WO Type	Type of work order that will be automatically assigned to work orders generated through the auto-generator. See Setting Up Lookup Lists for more help.
Last WO No.	No. of the last work order generated from the PM schedule.
Last WO Actual Duration	Duration of the last work order generated from the PM schedule.
Last WO Status	Status of the last work order generated from the PM schedule.
Last Scheduled / Performed	When the job was last scheduled or performed.
Calendar Slack	Number of days that may pass between when the PM was due and when it will be performed. See Calendar Slack for more help.
Next Due	When the job is next due.
Down Required	When this is Checked the Asset must be Down to perform the work
Task No. & Description	The task number and description of work to be performed
Est. Hours	Est. hours of the PM job.
Est. Labor & Part Cost	Est. cost of labor and parts of the PM job.
Est. Total Cost	Est. total cost of the PM job.