Adding a Note to a Maintenance Plan

Introduction:

Planned Maintenance is an important part of ManagerPlus.  Being able to create and maintain Planned Maintenance is critical for successful Asset Management.

Instructions:

1.  Log into your ManagerPlus account and click on the Settings icon on the side ribbon.

2.  Once you have clicked the Settings icon, you’ll click on the Maintenance Plans button, found in the Libraries section.  

3.  Click on the sub-category of the Plan Category, followed by the Plan, you wish to add a Note to.

4.  Upon clicking on the Plan, click on the specific PM that you wish to add a Note to.

5.  Click on the ellipses on the top right corner of the screen, then select Notes.

6.  After clicking on the Notes icon, you may enter a New Internal Note or a New Public Note.   Once the Note has been entered, click on the Add Note icon.

Useful Information and Links:

Useful Links to Related Articles:

To learn how to Create a New Planned Maintenance, click here.

To learn how to Add an Attachment to a Planned Maintenance, click here.

To learn how to Edit a Planned Maintenance Record, click here.

To learn how to Inactivate, Edit, and Duplicate a Planned Maintenance Record, click here.

To learn how to Create a New Plan and Plan Category, click here.

To learn how to Update Planned Maintenance Assigned to Information, click here.

To learn how to Adjusting Planned Maintenance Progress, click here.

To learn how to Creating Due Planned Maintenance, click here. 

To view the Maintenance Library Overview, click here.

To view the Planned Maintenance Dashboard Overview, click here.

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