Guide · Operations

Preventive maintenance

Define recurring PMI groups and generate due work orders.

Overview

Scheduled maintenance as a rule rather than a reminder. A PMI group targets an asset type and fuel type, carries a frequency and a service sequence, and generates the due work orders itself — idempotently, so running generation twice does not double-book the fleet.

Who this is for
Maintenance plannersFleet managersAdministrators

Step by step

Work through these in order the first time. After that, steps two to four are the daily loop.

  1. Model one asset type at a time

    A PMI group targets an asset type and, where it matters, a fuel type. Resist one group covering the whole fleet — the schedule for a diesel tug is not the schedule for an electric belt loader.

  2. Set the frequency and the start date

    Frequency is a unit and a value from a start date. The start date is what decides where in the calendar the cycle lands, so stagger start dates across groups rather than pointing them all at the first of the month.

  3. Describe the PM sequence

    The sequence is the rotation of services through the cycle — an A/B/C pattern where a deeper service comes round every third or sixth occurrence. Enter it once and the generator follows it.

  4. Generate due PMIs

    Generate due PMIs raises work orders for every matching asset that has come due, and reports how many were created against how many were skipped. Generation is idempotent: a second run creates nothing new, so an accidental double-click is harmless.

  5. Automate it, then stop thinking about it

    The generation endpoint is designed to be called by a scheduler for unattended operation. Running it nightly means due work appears in the queue on its own rather than when somebody remembers.

Notes from the field

Behaviour that is easy to miss from the interface alone.

Full capability list

Everything preventive maintenance can do, as shipped.

  • PMI groups scoped by asset type and fuel type
  • Frequency expressed as a unit and a value, from a start date
  • A PM sequence describing the services that rotate through the cycle
  • Active and inactive group status
  • Generate due PMIs — creates work orders for every matching asset that is due
  • Idempotent generation: the result reports created, skipped, groups and assets
  • Generated work orders arrive with their checklists already populated

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