Planned Preventive Maintenance (PPM) is a proactive approach to maintaining equipment, machinery, or systems by scheduling regular inspections, servicing, and repairs before any issues arise. The goal of PPM is to minimize the risk of unexpected breakdowns, reduce downtime, and extend the lifespan of assets.

Let’s get started with creating and managing a new PPM for an asset in Zuper!

Navigation: Contracts and Assets Management module -> Assets-> Assets listing page -> Asset detail page

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To create a PPM

  • Select the Contracts and Assets Management module from the left navigation menu and choose “Assets.” You will view the list of assets (both active and inactive) on the asset listing page. 

  • Choose the asset for which you want to add a new PPM from the asset listing page. The selected asset details page appears. 
  • On the asset details page, scroll down to the PPM section in the right pane and click the ”+” icon. A sidebar will appear, and you can create a new PPM.

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Primary Details

Fill in the following primary details:

  • PPM Name: Enter a name for the PPM.
  • PPM Description: Provide a brief description of the PPM.
  • Choose Property: Select a property of an org/customer to associate with the PPM.
  • Choose Asset(Mandatory): Select one or more assets for which you want to create a new PPM. You can choose assets currently associated with the contract or any other existing assets, as needed.

  • Choose Part/Service: Select a part or service associated with the contract to include in the PPM.
  • Priority (Mandatory): Select the priority from the drop-down list. Options include Low, Medium, and High.
  • Auto Generate Job: By default, it will be set to “No.” If you want to auto-generate a job based on the PPM, select “Yes.” 

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PPM Schedule

Provide the following details to schedule:

  • PPM Start Date: Select the start date of the PPM.
  • PPM End Date: Select the end date of the PPM.

  • Recurrence: Select how often this PPM should occur—Daily, Weekly, Monthly, Yearly, or Custom.
  • Schedule Dates: These dates are automatically populated for upcoming schedules (service dates) based on the chosen recurrence.

After filling in all of these details, click the “Create PPM” button.  A new PPM will be created and added to the asset successfully.

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Manage PPM

Once a PPM has been created for an asset, you can also edit or delete the PPM as needed. To manage PPM, follow these steps:

  • Click “Manage PPM” at the top right of the asset listing page. 

  • You can access all PPMs for assets, including PPM ID, name, last service date, next service date, and more. You can also use the search bar to search and view specific asset’s PPM details. 
  • From there, you can view, edit, or delete PPM by using the icon under Actions.

Note: The job icon next to the PPM ID indicates that a job will be auto-generated for this PPM on the scheduled dates. This is because you’ve chosen “Yes” to “Auto Generate Job” while creating a PPM. 

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Scheduling PPM

In Zuper, PPM tasks can be automatically converted into jobs for field technicians to complete on scheduled dates.

However, if the autogenerate jobs option was not enabled during PPM creation, you can still manually issue PPMs as jobs. Here’s how:

  • On the PPM listing page, identify the PPMs that do not have autogenerate jobs enabled.

  • Select the PPM(s) that need job creation. An action bar will appear at the bottom.

Note: The checkbox is enabled only for PPMs that do not have autogenerate jobs configured.

  • Click “Issue Chosen PPMs”. A Preview PPMs pop-up will appear.

  • Select the Job Category from the dropdown menu and set the Start Time and End Time for each PPM.

  • Click “Submit” to create PPM jobs successfully.

So, that’s the process of creating and managing PPM in the Zuper Web App. By following these step-by-step instructions, you can efficiently create and manage these maintenance schedules, ensuring optimal performance and longevity of assets.