Managing PM Standards

 Standard Operating Procedures

Configuring PM Standards


The PM Standards identify the steps that need to be performed to complete the preventive maintenance.



1. Navigate to the Preventive Maintenance WorkDesk.
2. Click the new PM Standards icon, in Setup  
3. To create a new standard, choose New blue button; to edit an existing standard, choose search.  
4. When editing an existing record, all information can be changed with the exception of the name (AHU ANNUAL, here).  
5. Individual checkpoints can be edited or added by clicking on the desired checkpoint.  In the interest of consistency, UCONN has elected to use numbers for the checkpoint names (1, 2, 3, etc).  Click Done when you have made all desired changes.
6. The “Reference” field should contain the Uniformat II classification of the asset that the PM standard addresses.

Once all edits have been made, select the green Save button to save the standard.





  1. Asset Manager:


Return to Preventive Maintenance Module SOP