Keep Asset Meters Up to Date to Ensure Proper Maintenance Scheduling

Keeping your Asset Meters up-to-date is an important part of effective preventive maintenance. Accurate meter readings will help you determine the usage of the asset, and will also ensure that services are scheduled correctly.

PMXpert records asset meters in a couple ways:

• First, when you close a Work Order Service, you will typically enter the date and meter of the asset when the service was performed.
• Second, when you enter a Cost Record, you will also enter the date and meter at the time the cost is incurred.

In these situations, PMXpert will automatically update the asset’s meter as you record service performance and cost entries.

However, if you want to keep track of meter readings between servicing and costing occurrences, to ensure an even more accurate record of asset usage, you can manually enter the meter readings in the Assets or Meter Update screen.

• In the Assets screen, you can update the meter for the one asset you are viewing. Under the History tab in the lower section of the Assets screen, click on the Meter sub-tab and click the New button to the right.
• In the Meter Update screen, you can update a meter reading for one asset or update a batch of meter readings for several assets at once. You simply enter the numbers directly into the grid and post the new readings.

For more information about updating meters, refer to the PMXpert User Manual at Chapter 3: Assets, Asset History: Meter, and Chapter 7: Meter Update, Update One Meter Reading or Update a Batch of Meter Readings.


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How to Reschedule Multiple Services in PMXpert

PMXpert will schedule your planned maintenance services on time, every time, but we understand that sometimes people won't be as reliable.  If it's one of those times you need to shuffle services around, there are a couple different ways to easily reschedule multiple services in PMXpert:

• In the PM Schedule screen, select the service(s), click the PM Options button and select Reschedule. For more help, see the PMXpert User Manual at Chapter 5: Generate a PM Schedule, Edit and Reschedule Services.
• In the Work Orders area, you can reschedule multiple services across multiple work orders. From the Work Orders menu, select Reschedule Services. Choose the services you want to reschedule and select the new scheduled date. For more information, see the PMXpert User Manual at Chapter 6: Work Orders, Reschedule Services in a Work Order.

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PMXpert Tip: If you see Red, You Need More Inventory

Handy color-coding in PMXpert's Inventory screen makes it easy for you to see which inventory items need re-ordering.

If the stock for an item drops into negative numbers, the Available column for that item will be highlighted red, which makes your out-of-stock items much easier to spot.

For more tips about working with your Inventory, check out Chapter 4: Inventory in the PMXpert User Manual.


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The Key to Saving Time and Boosting Productivity

In the business world, we know that time is money. It is important to get things done in the most efficient way possible. Right now, you may be overlooking something that can save you valuable time: PMXpert Training.

PMXpert Training is an excellent way to increase productivity through more efficient use of PMXpert Software. When you maximize your knowledge of PMXpert, you can work faster, reduce repetition, automate procedures and optimize your database to improve performance.

Our PMXpert trainers will teach you the expert tips you need to gain the maximum advantage from your software investment.

Even if you have received training before, supplemental training is still a great resource for your company. With our twice-annual Software Updates, we are constantly adding new features and benefits that you may not know about. A refresher course will take your PMXpert skills to a whole new level and help you manage even the most complicated preventive maintenance task with confidence.

If you have had staff turnover and need to train new employees working with PMXpert Software, our expert trainers will get them started and bring them up to speed.

There are two options for PMXpert Training:

• Onsite Training sessions are conducted in the comfort of your own facility with a class size of one to six people to allow for hands-on instruction. Our trainer specially customizes the session to cater to the needs of your organization and staff members.
• Online Training sessions are conducted through the internet and telephone with an individual or small group from your company. Online meeting technology allows the trainer and trainees to share a computer screen, essentially replicating an in-person environment.

Don’t miss this opportunity to save time and boost productivity in your department.



For more information, or to contact our Sales Team for a quote, click HERE.

We're here to help! Our consultative approach is focused on helping you understand PMXpert's options and features so that you can determine whether our software and services are right for you.



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Learn from the Past with PMXpert's Asset History

How do you know if one of your Assets is a lemon? Does it cost too much to keep it maintained or cause more trouble than it is worth? With PMXpert’s Asset History screen, it is easy to check whether you should keep an asset going or put it out to pasture.

In the Assets screen, click on the History tab. Below, you can view detailed records about the asset’s history:

• Meter: An Asset's meter readings are updated automatically when a Work Order Service is completed or when a Cost record is entered, but you may also manually enter new readings. All of these readings are recorded in the Asset’s Meter History.
• Services: This tab keeps a record of all Services performed on the Asset.
• Costs: Costs are further sub-categorized into All, Parts, Labor, Fluid and Other. Click on the tab to view the related costs, and check the Totals along the bottom of the grid.
• Procedures: This tab displays all Procedures completed for Services performed on the Asset.
• Locations: This tab records all the Locations in which the Asset has been stored.
• Purchase Orders: Any Purchase Orders containing items purchased for the Asset will be listed under this tab.

If you want to review all the costs for all of the Assets you operate, go to PMXpert's main History screen and click on the sub-tabs to filter the view for each category: All, Parts, Labor, Fluid and Other.

For more information about PMXpert’s History screen and Asset History, see the PMXpert User Manual:
Chapter 3: Assets, Asset History
Chapter 9: Cost Entry and History, History Screen Overview



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Make Service Requests More Convenient Online with PMXWeb

Does your department receive a constant stream of service requests day in and day out? Is your day filled with phone calls and notes from people needing things fixed?

Then you need PMXWeb, the online service request intake system integrated with PMXpert Software.  PMXWeb will help reduce phone calls and eliminate interruptions while still allowing you to get service requests done when needed.

PMXWeb can be accessed from any Internet browser. To report a problem, simply create a New Request online. If you know the piece of equipment that needs to be fixed, select the Category and Asset from the drop-down lists – no more confusion or follow-up questions.

Is the request extremely high priority or just something that should be done in the future? PMXWeb allows you to select the Priority level for the request. If you need to add more explanation beyond the title of the request, the New Request form has a large Description area for additional notes.

Everyone knows that work moves along more efficiently without frequent interruptions. With PMXWeb, you can now check service requests on your own schedule, instead of on demand of the requester. If you don’t feel the matter is urgent, you can simply assign the problem to the asset and PMXpert can generate the problem on the next service work order.

The requesting individual can also monitor the progress of a request online, instead of bothering the maintenance department with check-in calls. The Request List displays the requests, including their current Status, Priority, Received date and Asset. The requester can click the View button to see additional information, such as Received From, Performed By, Work Order number, Work Order Status and more.

To learn how to set up and use PMXWeb, see the PMXpert User Manual at Chapter 14: PMXWeb Module.



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Keep Work on Track with the PM Schedule

Studies show that regularly maintained equipment saves a minimum of 5% of the annual repair and maintenance budget. One of the major features of PMXpert that can help you keep your assets properly maintained is the PM Schedule, which provides a fast and simple way to automatically create all the Work Orders you need.

It is easy to use the PM Schedule. View a range of dates and you will know what needs servicing. Click a button and make all the Work Orders. That’s it! The accurate service scheduling prevents users from accidentally missing a service.

In order to use the PM Schedule, you need to set up your assets with services and ensure that the services are scheduled properly.

When you set up PMXpert, you can create as many services as necessary, such as 3-month service, 3000-mile service, annual inspection, and so on. You can define your own services with your own terminology and choose the Cycle Type on which the service is based: Time, Meter or Meter and Time.

Then, when you enter a piece of equipment into PMXpert, you can assign as many of these services as necessary to the equipment, including any procedures and details you require.

If you have properly recorded the Meter of the asset, the asset’s services will be automatically scheduled at the correct time and pulled into the PM Schedule when due.

To learn more about setting up and using the PM Schedule, refer to Chapter 5: Generate a PM Schedule in the PMXpert Manual.



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