When managing PMV (Planned Maintenance Visit) contracts, you may need to update key details such as the next visit date, visit frequency, cost per visit, or even the contract name. This is often required when schedules change, pricing is updated, or contract terms are revised. These changes can be made either for a specific unit or across multiple sites in bulk.
Make changes for a unit
In the Admin Area, click Add/Edit Units.
Select the unit, then click the PMVs tab.
Select the required PMV contract.
Click the green padlock icon to unlock the screen.
You can now:
Undo the last visit.
View the PMV certificate.
Upload a PMV certificate.
Edit the frequency.
After any change, click Save.
Make changes in bulk
In the Admin Area, click PMV Contracts.
Alternatively, in the In-house area for in-house PMVs, click View/Edit PMVs.
Select the required contract.
Click the PMV Contracts tab.
Click Download populated template.
Apply changes within the downloaded document.
Click the green padlock icon to unlock the screen.
Click Browse and upload the updated document.
Click Save.
Change a PMV name
In the Admin area, click PMV contracts.
Select the required PMV.
Click the green padlock icon to unlock the screen.
Click Edit the field from Contract name.
Click Save.