RTA Web - Asset PM Tab (Preventive Maintenance)

Owned by Kevin Meek
Last updated: Mar 11, 2024
6 min read

Preventive Maintenance Panel

New-PM-Search.png

One of the many cost-saving features in the RTA Software is the ability to track and schedule asset Preventive maintenance schedules.

The PM panel can be used to add PM schedules, view set PM schedules, and export the PM schedules.

Icons on PM Panel

  • Allows user to add a PM – Refer to PM Schedules in RTA Web for detailed instructions on adding a PM to an asset

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    Allows user to adjust the columns viewed – Refer to Customizing List columns in RTA Web for information on how to adjust columns

  • Allows user to export the PM Schedule via Excel and PDF – refer to Exporting Lists in RTA Web for information on exporting 

Viewing PM schedules in RTA Web

Once PMs are set up for the asset, the PM Schedule overview information will always display in this panel.

PM Schedule Overview

  • 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 Details

Click on the line item for a specific PM to view the full details of the PM Schedule. A secondary panel will open below the schedule overview and 3 tabs will be displayed.

Below is a listing of the tabs and fields that display which are editable after the PM is created.

Refer to PM Schedules in RTA Web for a complete list of descriptions for each field.

Editing a field requires the user to click in the field, change/add the appropriate data, and click the check mark to save the change.

PM Info Tab

  • 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

Intervals Tab

Intervals will contain windows for the created intervals for the PM and allow for multiple intervals to be created

Below is a listing of the fields that display in the Intervals Tab.

Refer to PM Schedules in RTA Web for a complete list of descriptions for each field.

Editing a field requires the user to click in the field, change/add the appropriate data, and click the check mark to save the change.

  • 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 is 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 

History Tab

The history tab will display a report or list of the PMs performed on the asset over time. Users can customize columns and export the data to Excel and PDF.

Refer to Customizing List Columns for instructions on customizing columns and Exporting Lists for exporting files from RTA Web