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
- Create a Request using the Novo Request Management application
- Memorize the request; you can delete the original request once the Memorized Request is saved
- 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
- 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