Below are some common questions we receive about PMDirect. Click on the questions for more information, troubleshooting instructions, and best practices.
User and Email FAQs
No, as long as they are active MaintenanceDirect users, they will be able to access PM work orders. The only role available in PMDirect is Administrator, so only the users that need to create or modify PM Schedules need access to PMDirect. All work orders created from PM Schedules appear in MaintenanceDirect.
Yes! You can add anyone as an Administrator in PMDirect, however they will not be able to access the work orders created from PM Schedules if they do not have access to MaintenanceDirect.
Yes, click here to view the email addresses and IP ranges that need to be whitelisted.
A Classification is a designated category to group equipment or building systems. For example, a classification could be Lawn Equipment or HVAC.
Types are subcategories of Classifications that further breakdown your pieces of equipment. For instance, if your classification is Lawn Equipment, then your type could be Lawn Mower or Leaf Blower. Click here to learn more about how to add Classifications and Types in PMDirect.
The Advanced Search will allow you to filter for the specifics of the piece of equipment that you are looking for so you can narrow the list. To do this:
- Click into the Advanced Search link.
- Click on the Equipment Search link in the shortcuts section at the top of the page.
- Select the equipment information on this page. You can also enter the specific Item Number or any other specific identifier.
- Click Search Now to pull up your search results.
PM Schedule FAQs
The PM Schedule is what actually produces the work order in MaintenanceDirect. PM Templates can be created to make building similar Schedules fast and easy. Templates save the redundant information (steps 9 – 16) and allow you to copy that information into new schedules where the same work is being done. For example, if you’ll be setting up a quarterly inspection for your AHU’s at each of your sites, you can create a template from the first schedule and then copy that template in when creating all the other schedules for the rest of the locations needing this inspection. For additional information about the differences between PM Schedules and PM Templates, click here.
There are not any “built-in” schedules, but you do have access to the SchoolDude Starter Templates. Inside the template book, located in step 8 on a new schedule, you’ll see a handful of templates for basic PMs ranging from playground inspections to pest control to HVAC equipment. You can use them as a “starting point” and tweak them to align with your PM needs and then save them as your own template for future use.
Although there are 18 steps on the schedule creation form, only four are required to complete a schedule:
- Step 1: Title
- Step 2: Classification
- Step 16: Frequency
- Step 18: Setup Schedule Now
For an extremely basic schedule, these may be all you need to enter. This is also a great starting point when setting up your account. You can enter your schedules quickly and then come back to fill in more information later. Click here to learn what we consider to be basic information when entering a schedule.
Absolutely! Step 15: Codes & Assignments gives you the option to assign the PM work order to a specific user in the system. When the PM schedule generates a work order on the assigned frequency, a Pending status work order will be sent to the assigned user.
PM work orders can also be assigned to someone by following the routing rules you have set up in MaintenanceDirect. In MaintenanceDirect, you can set up a separate route so that all work orders with the purpose code of Preventive Maintenance will be sent to one particular user. If you chose this option the work order will generate as a “New Request."
The best way to quickly reassign schedules to another user is to use the Batch Reassign feature in PMDirect. For instructions on how to batch reassign schedules, click here.
Only schedules that are in the “In Definition” stage can be deleted from PMDirect. These are schedules that have been started but have not yet been activated. You will find a list of In Definition schedules on the right side of the PMDirect home page. Click on the red-x next to the title to delete them from the account.
A schedule that has been activated is one that has progressed through all of the schedule steps and is ready to generate work orders. These schedules cannot be deleted from the account. However, you can discontinue any schedule in PMDirect to stop the schedule from creating additional work orders. For additional information on discontinuing a schedule, click here.
We recommend following our troubleshooting guidelines if you are experiencing slow performance.