Creating a New Plan and Plan Category

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.  To create a new Plan Category, click on the + icon next to the Plan Categories title, then give the new Category a name.

4.  To create a New Plan, click on the + Create New Plan icon under the Maintenance Plans title, then give the New Plan a name.

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 Add a Note 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 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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