RTA Web - Asset PM Tab (Preventive Maintenance)

PM – Refers to the PM Code which is used to identify the PM

Status – Denotes the status of the PM based on intervals set such as not due, due soon, or overdue

Interval – Displays the primary interval for this PM such as every xx miles or xx days

Description – Gives a description of the PM Code

Current – Displays the current meter reading for the asset

Last Done – Will display either the last interval type reading such as the meter reading (if intervals are by mileage) or the last date (if intervals are by days) that the PM was completed

Due Date – Displays the next meter reading when the PM will be due based on interval type such as mileage or the next date when the PM will be due if intervals are by miles or days

🔓 PM Code - The assigned PM code for the service or inspection. Can be a letter by itself or a letter and a number combination

🔓 VMRS - The VMRS job code assigned to the PM which will trigger a completion from the work orders

🔓 PM Description - The job description for the work being done on the PM

Current Work Order – Will display a work order number if one is currently open for the asset

Status – Restates the PM status for the asset based on the input interval for the PM

1. Examples may include the following:

   1. Blank = Not Due

   2. Due Soon = Within parameters set in the system switch #11 under Misc 1

   3. Due Today

   4. Past Due

🔓 Interval - The trigger interval for the PM to show it is due. these intervals can include days/months, miles/hours, fuel gallons, and up to 4 alternate meters

🔓 Include PM - Shows any linked PMs

🔓 One Time PM option – Changes the PM to only be in effect once

🔓 Sleep PM option – Pauses the PM schedule based on a date range

🔓 Date Range – For use with the sleep mode and allows a user to input a date range for the sleep mode. Once that range expires, the sleep mode is deactivated

🔓 Work Order Template - to edit this field, WO templates need to have already been established via RTA Web

1. Refer to Work Orders Table of Contents for instructions on adding a Work Order Template in RTA Web

🔓 PM Part Kit - To edit this field, Part Kits need to have been established via RTA Classic

1. Refer to Posting Part Kits for instructions on creating and posting part kits

Inspection – Allows one to assign a Mechanic Paperless Inspection to the PM schedule

1. Refer to Mechanic Paperless Inspections for more information

🔓 Delete/Disable button – Allows the user to delete the entire PM or disable it indefinitely until needing to reactivate it

Past Due Flag - the interval will display a past due icon when the PM interval is past due for service

Interval Type - What Interval is being tracked (Miles, Hours Gallons etc)

🔓 Lock Icon - Locking the interval means the next due will consistently trigger off of Due and not when done

Interval - This represents the trigger interval which can be in Days, Months, Miles, Hours, Gallons or up to 4 Alt Meter categories

Lock Type - If the Interval is locked it will tell you what the lock category is ex. Months, Days, Miles and or Hours

🔓 Tolerance - This allows you to set a +/- tolerance level for a PM as either a percent of the interval or a set number against the interval. This sets the acceptable done early or done late parameter for PM compliance. (Range at which the PM is still considered to be done on time)

Last done – Reiterates the interval when the last PM was completed

Current – Reiterates either the current meter reading or current date

Next due – Reiterates the meter reading or date for the next PM based on interval

🔓 Add New - Allows a user to set up a secondary interval for a PM. For example, perhaps the oil change needs to be done either at xx miles or xx days; whichever occurs first