Asset PM Tab (Preventive Maintenance)

Preventive Maintenance Panel

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.

This article will give an overview of the info contained in the panel. For assistance with creating a PM for an asset, refer to Preventive Maintenance Schedules.

Icons on PM Panel

Allows user to add a PM – Refer to PM Schedules in Fleet360 for detailed instructions on adding a PM to an asset
Allows user to adjust the columns viewed – Refer to Customizing List columns in Fleet360 for information on how to adjust columns
Allows user to export the PM Schedule via Excel and PDF – refer to Exporting Lists in Fleet360 for information on exporting

Viewing PM schedules in RTA Software

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 Fleet360 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 Fleet360.
1. Refer to Work Orders Table of Contents for instructions on adding a Work Order Template in RTA Fleet360.
PM Part Kit - To edit this field, Part Kits need to have been established. Contact our support@rtafleet.com for more information on how to allow this feature. Refer to Part Kit Settings for instructions on creating and posting part kits
Inspection – Allows one to assign a Mechanic Paperless Inspection to the PM schedule
1. Refer to Assigning and Completing 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 Fleet360 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 will consistently trigger off of Due and not when done

Note: The Interval Lock option allows one to modify how the next due point gets calculated. With a PM Unlocked the system calculates the last done which normally comes from the completed line on a work order (Last Done + PM Interval = Next Due). With a PM Locked the “Next Due” is set by the end user and the system calculates forward from that number (Next Due + PM Interval = New Next Due). This is particularly handy for things like DOT and/or State Inspections.

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 Fleet360.