When managing planned maintenance visit (PMV) contracts, you may need to update key details such as the next visit date, visit frequency, cost per visit, or contract name. These changes can be made for a specific unit or across multiple sites in bulk.
Make changes for a unit
Follow the steps below to update a PMV contract for a specific unit.
From the Admin area, click Add/Edit Units.
Select the unit, then select the PMVs tab.
Select the required PMV contract.
Unlock the green padlock
icon.Update the required details:
Undo the last visit
View the PMV certificate
Upload a PMV certificate
Edit the frequency
Click Save.
Make changes in bulk
Follow the steps below to update PMV contract details across multiple sites using the template.
From the Admin area, click PMV Contracts.
Select the required contract.
Select the PMV Contracts tab.
Click Download populated template.
Apply the required changes to the downloaded file.
Unlock the green padlock
icon.Click Browse and upload the updated file.
Click Save.
📌 Note: For in-house PMVs, from the In-house area, click View/Edit PMVs instead of PMV Contracts.
If your PMV contract is configured with individual pricing per site, follow the steps below to update costs in bulk.
Click Download populated template and open it in Excel.
Update the cost values only, leaving all other data unchanged.
Click Browse and upload the updated template.
Change a PMV contract name
Follow the steps below to rename a PMV contract.
From the Admin area, click PMV Contracts.
Select the required PMV.
Unlock the green padlock
icon.Edit the Contract name field.
Click Save.
Troubleshoot PMV setup errors
When setting up a PMV using a spreadsheet, you may encounter an error if some units already have contractors assigned. This happens because the system blocks uploads that include units with existing contractor assignments.
To resolve this, review the spreadsheet and identify units with active PMV contractors, then either remove those units from the spreadsheet or update their contractor assignments directly in the system before re-uploading the corrected file.