First, set up equipment information components. Second, create preventive maintenance schedule. Third, update the PM schedule status and determine if maintenance is needed.

If maintenance is not needed, update the PM schedule status.

If maintenance is needed, create a preventive maintenance work order. After you create a preventive maintenance work order, you attach labor detail and determine labor availability or attach parts detail, determine inventory availability, and purchase parts if necessary. Then you schedule the work order, perform maintenance, complete the work order and PM, and update the PM schedule status.