How to set a meter based PM schedule for your asset
Get your equipment set up with a meter-based PM (Preventive Maintenance) schedule in Activate by following these simple steps. This guide walks you through the exact workflow as demonstrated in the video, so you’ll always know where you are in the process and what to expect next.
Step 1: Go to the Equipment list in Activate. Find the asset you want to schedule and select its row.
Step 2: When the equipment drawer opens on the right, switch to the Maintenance tab.
Step 3: Click Add Maintenance Plan. In the setup, pick Meter Based Maintenance as your schedule type.
Step 4: Under Maintenance Plan, open the dropdown menu and select the appropriate plan for your asset.
Step 5: Review the intervals listed alongside the last meter reading for your equipment. Now, pick your scheduling method.
- Follow the original schedule exactly: PMs are assigned to specific meter readings, like 250 hours, 500 hours, and so on. The schedule does not adjust if a PM is completed late or early. - Adjust schedule based on PM completion: The interval for the next PM is recalculated based on when the prior PM was actually finished, keeping maintenance intervals consistent with actual usage.
Step 6: For most equipment, users adjust the PM schedule based on actual completion for more accurate maintenance. We will use that approach in the rest of this tutorial. Select Adjust schedule based on PM completion.
Step 7: Specify which PM is due next or which was completed most recently. In the Document When? dropdown choose Next or Last. We will use Last in this example, so now select which interval was completed last (PM2).
Step 8: Enter the meter reading when that PM was completed, for example, 525 hours. Use the Last Meter Reading field.
Step 9: Click Build Plan to generate your customized maintenance schedule.
Step 10: Review your new schedule. If it looks correct, click Save to finalize the plan.
Your PM maintenance card now shows the next interval’s due reading and current status.