PM Compliance
- Andrew Finch
Summary/Use Case
Report Summary
The PM Compliance Report provides a detailed summary of preventive maintenance (PM) tasks completed for vehicles within a specified date range. It includes facility and customer breakdowns, PM completion status, and performance metrics such as early, on-time, and late PM completions. This report is valuable for fleet managers to ensure maintenance schedules are being followed and to identify trends in delayed PM tasks.
Use Case
Monitor PM compliance across multiple facilities and departments.
Identify vehicles with consistent late PM completions.
Ensure maintenance schedules are adhered to for regulatory compliance and vehicle longevity.
Assist with auditing PM activity and cost management.
Improve operational efficiency by analyzing PM trends and adjusting schedules accordingly.
Location: Where to Find It
Reports > RTA Standard Reports > PMs > PM Compliance
Data Filter Prompts
You will be prompted for filtering of the Data to specify and narrow down the data that will be pulled. See Data Filter List Below for Options.
Parameter List
Parameter Name | Value (Default) | Value (Notes) |
|---|---|---|
Show PM Detail? | True | Enables detailed PM data per vehicle. |
Show Vehicle Summary? | True | Includes a summary of vehicle-level PM data. |
Show Customer Summary? | True | Includes a summary of customer-level PM data. |
Data Filter List
Filter Name | Recommended Filter Condition(s) | Value (Options) | Value (Default) | Value (Notes) |
|---|---|---|---|---|
Facility | Is Between | 1 to 99999 | 1 to 99999 | Represents the full range of facilities available for selection. |
Customer Number | Is Between | First to Last | Blank to zzzzzzzzzz | Blank represents the first customer; ‘zzzzzzzzzz’ represents the last customer. |
PM Posted Date | Is Between | Any Date Range | First - Last Day of the Previous Month | Represents the full month of December 2024 for PM records. |
PM Code | Not Equal To | Specific PM Codes | Blank | The default value of Blank allows all PM values to be included |
Report Output and Data Elements
Report Output
The PM Compliance Report displays data grouped by facility and customer. It includes detailed PM compliance statuses, showing PM completions along with vehicle and customer summaries. Key metrics include PM due dates, completion dates, meter usage, and performance metrics (early, on-time, and late completions). Summary sections at the bottom of the report show totals for each facility and department.
Report Data Elements
Column Number | Column Title | Data Notes |
|---|---|---|
1 | Vehicle | Identifies the vehicle number within the facility and customer group. |
2 | PM Code | Preventive Maintenance code associated with the maintenance task. |
3 | Primary Meter | The primary meter type (miles, hours, etc.) used for tracking. |
4 | PM Due Date | The date the PM task is due for the vehicle. |
5 | PM Completed Date | The date the PM task was completed. |
6 | Meter Type | Indicates whether the meter is measured in miles, hours, etc. |
7 | Tolerance | Specifies the acceptable tolerance for PM completion. |
8 | Notes | Additional notes regarding PM completion or issues observed. |
9 | Facility Summary | Provides totals for PM counts and compliance metrics per facility. |
10 | Customer Summary | Provides totals for PM counts and compliance metrics per customer. |