Prev. Maintenance tasks can be completed in either the Mobile App or Admin Dashboard. As you start work on a task, all progress will be saved automatically and you can pick up from the step you left off. Additionally, if needed, you can print a PM Task from the Admin Dashboard.
- Self-assign a task from “All Tasks” or go to a task already assigned to you under “My Tasks”
- Select “Start Work”
- Move through the steps outlined in the “Task Steps” and mark each step as it is completed
- Click, “Next” if you are on the app
- Optional: Add additional notes
- Optional: Send a note to a particular user
- Optional: Log your time worked on the ticket
- “Complete Task”
- If you are working through the steps to complete a preventative maintenance task but do not complete it, you can choose to, “Put on Hold” a ticket and come back to it later.
- Progress will be saved and you can pick up from the step you left off at.
- If you do not complete all of the necessary steps, you must enter a reason why under “Important Notes” before submitting.
- When you return to the task, click on “Continue Work” and you will be brought back to where you left off
- If you are working through the steps to complete a preventative maintenance task but do not complete it, you can choose to, “Put on Hold” a ticket and come back to it later.
Demo
