Issue link: https://construction.trimble.com/en/resources/i/1520106
34 Rules to Live By Setting up your Programs for proper scheduling requires forethought and analysis. Best practices for this are: 1. Do not mix Interval types in your Program. It is ok to set up Intervals to rely on an Hour Meter and a date (500 hours or 3 months). However, because of the nesting nature of the PM Schedule, it is best to create separate Programs for things like yearly registrations, monthly inspections, etc. The key here is to set up a Program for each month of the year and add the equipment to the respective month Program that the registration or inspection is due. Each Program should be setup with Intervals that have a nested nature to them. 2. Let the system do the thinking. Because of the nature of Preventive Maintenance and the fast paced activity of your fleet, activity displayed in the CMMS may appear out of sync when, in reality, the system is already looking ahead at the next Interval of service that is due and is simply waiting for the proper meter reading to be logged in the system to recalculate or generate a PM maintenance Request. 3. Manually triggered PM. Although convenient, it is not a best practice to manually trigger PM Maintenance Requests outside of the schedule already setup in B2W Maintain. Maximizing the fluid used with each service will save money and increase utilization of the equipment – the equipment won't be pulled out of the field as often. Get 'er Done Now that we have our Programs set up with all of the nuances needed for planning effectively, we can concentrate on the proper Preventive Maintenance work policies. Most companies have dedicated PM Mechanics that focus on only Preventive Maintenance work. This is based on business need and is not a requirement. The second approach is to not use Levels at all. In this case all PM Intervals will be set to Level 1. This will ensure that a PM Maintenance Request is triggered by the system regardless of the redundancy. Some smaller companies prefer this approach, because their fleets are not so big that it creates administrative issues.