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Stay on top PM Schedules using Asset Rules and Memorized Requests

Purpose: Create Asset Rules and Memorized Requests to Manage Preventive Maintenance Schedules

Prerequisites: Asset Management; Request Management

Steps:
 
Note: This scenario illustrates a mostly automated Preventive Maintenance schedule of 3 months for a fleet of vehicles
  1. Create a Request using the Novo Request Management application
  2. Memorize the request; you can delete the original request once the Memorized Request is saved
  3. Create a User Defined Field named Maintenance Due Date with at least the properties below:
    • Datatype should be Date or Date/Time
    • Display in Admin View is checked
    • Include in Custom Rules is checked
  4. Create the Rule:
    • timer
    • if timer/Maintenance Due Date<={NOW}
    • and Condition: Status=Active
    • then Action: Send Notification; Add Mem Req; set Maintenance Due Date to Maintenance Due Date + 3 months