How To Create A New PPM

Property maintenance involves two main types of tasks: ad-hoc complaints from tenants and planned maintenance tasks. For recurrent and scheduled tasks, we've implemented a system called Planned Preventive Maintenance (PPM). This article will guide you through scheduling recurring tasks using PPM.

Scheduling Recurring Tasks with PPM:

• Access Ticket Creation: Navigate to Ops > PPM > +Create.

• Auto-Tagging of Unit and User: When creating a PPM, you can tag the unit or the property relevant to the task.

• Tag Relevant Asset (If Required): If necessary, tag the relevant asset associated with the complaint.

• Service Details: Scroll down to the 'Service Details' section and select the appropriate category for the ticket.

• Assignment and Details: Choose the person responsible for handling the ticket and provide essential job-related details. 

• Escalation Metrics: Prevent any tickets from falling through the cracks by setting up escalation metrics. You can configure escalations based on specific timeframes (hours or days) and specify higher-ranking points of contact for each escalation. These metrics apply to both open and in-progress tickets.

• Checklist Integration: We offer a comprehensive checklist system for creating sub-tasks within a ticket. You can save and even import checklists for similar tickets. As tasks are completed, you can mark them as 'complete' via your ticket's Point of Contact (PoC).

• Creating a Schedule: Set up a pattern for your recurring tasks by adding a start date, end date, job start time, and end time. You can choose the frequency of repetition from daily, weekly, monthly, or yearly. If you select 'Weekly,' you can specify the specific days on which the task will repeat. For custom schedules, choose the 'Custom' option.

•  Finalize and Submit: Click 'Continue' to review the scheduled tasks. Once you are certain about the details, click 'Submit,' and the tasks will be created and scheduled accordingly.

For a more in-depth understanding, we recommend exploring additional resources such as 'Creating a Ticket' and 'Updating a Ticket.'

Should you require further assistance or have any questions, please don't hesitate to reach out to us at support@monktechlabs.com.