How to set up a PM

This support article will walk you through the steps to create a PM

1.) to create a PM, you will click the admin button on the left side of your screen from the Ecotrak dashboard.(see screen shot below for guidance)

2.) Next, you will click the PM button to navigate to the "manage PM module". (see screen shot below for guidance)

3.) Once you have navigated to the "manage PM module" you will then click the "add" button at the top left of the screen to create a new PM. (see screen shot below for guidance)

4.)  after clicking the "add button, you will then be navigated to create the PM, here you will fill out all the required fields you see on the screen to create the PM. *Important Note: In the screen shot below, you will see "start date" and "frequency date" highlighted. The start date is the date when the PM will go live and be active. The Frequency date are the months that the PM work orders will actually be sent out and created. (see screen shot below for guidance)

5.) Once you have filled out all the required files, you will click the blue "submit" button at the bottom of the page to save and submit the creation of the PM.