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PMDirect

PMDirect is a cloud-based preventive maintenance scheduling solution that helps you schedule recurring maintenance tasks and generate corresponding work orders within MaintenanceDirect. Click on the topics below to learn more about how to use that feature in PMDirect. For users that are new to PMDirect, start with the topics under Initial Setup to get started.

 

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Table of Contents

Initial Setup PMDirect Home Page Account Information Generate PM's On Adding Locations Adding Buildings Activating Crafts Classifications and Types Manufacturers and Suppliers Adding Equipment PMDirect Users PM Schedules and Templates PM Schedules vs. PM Templates Creating a PM Schedule: Just the Basics Creating a PM Schedule: Full Schedule Form Creating a PM Template Using a PM Template Discontinuing or Postponing a Schedule Batch Reassign Schedules

Daily Functions MaintenanceDirect/PMDirect Integration Batch Printing and Status Change Processing PMDirect Inventory Requests Using the Calendar Resetting a User's Password Disabling a User's Login Login Help Reporting Advanced Search Reporting in PMDirect Recommended Reports Saved Actions