Preventative maintenance is an essential part of running any facility. It helps you ensure that your equipment is always in the best possible condition and enables you to minimize lengthy downtime due to unforeseen breakdowns. Creating a Preventative Maintenance Template in Limble automates scheduling and ensures that your technicians follow the required steps to track that work has been done.

Table of contents

Creating a blank PM Template

Basic set up

1. To create your first PM, go to Locations > [Your Location] > PMs.

2. Click on New PM Template.

3. Enter a Name for the Template. A best practice is to give your new PM a descriptive name. Click Create to start the next steps in the creation process.

Once you have created the PM, you can click on the PM's name to customize the template to your specifications.

Adding PM instructions

You can now add instructions to the PM template to provide a list of actions that the technician is required to complete. We will use the most common instruction type: the Check Box.

  1. Click on the PM Template Name to open the PM Template.

  2. Click the Add instructions button.

  3. To add the check box to the task, click Check Box and then click Add.

4. Type in the required instructions.

For example, you want your technicians to inspect the ducts, vents cabinet, refrigerant lines, and the unit's perimeter for debris, mold, and leaks.

5. Continue to add additional instructions for each action you want your technicians to take.

6. Instructional documents like manuals can also be added to the template. This can help the technician troubleshoot any issues they find. Click on the Page Icon.

7. Select the document to upload it to Limble

Assigning an asset

After you’ve added instructions to your PM template, you can associate it with an asset.

  1. Click on the + symbol in the Asset column for your new PM.

  2. Navigate to the asset you want to assign and then click Select.

Note: While you can associate multiple assets with the PM Template, it is best practice to have one Asset per PM Template to ensure they can be scheduled individually. If multiple assets are associated with a PM Template, each PM Task will need to be completed before the next batch of PMs are able to generate.

Setting up a basic PM schedule

The next step in setting up a PM template is to add a schedule.

1. Click the red calendar icon under the Schedules column of your new PM.

2. You can then choose between a wide variety of recurrence options. In this example, we are building a monthly check-up of the HVAC unit so that we will pick Monthly.

If you don’t care what day of the week it is done, and it is more important that it happens around the same time every month, use a numeric schedule.

3. Enter the Starts On date. Once you are happy with the schedule settings, click Save.

4. Click Done

5. The schedule is set and will automatically generate a task every month on the 15th.

Assigning a user/team

Assign the PM Template to a User or a Team to automatically delegate the PM Task to the correct personnel.

  1. From the PMs tab:

  2. You can add a person or team to the PM by clicking on Unassigned in the Assigned To column for your new PM.

  3. Select the user or team you want to assign the PM task to.

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