When you log a PMV visit, the system automatically records the current date. If the visit took place earlier, you can amend the date afterwards by updating the visit details.
This includes scenarios where a Preventive Maintenance Visit (PMV) is marked as "Overdue," indicating that the contractor either missed the scheduled visit or it was not logged correctly in the system.
Understanding the Overdue status
The Overdue status indicates that the contractor either did not attend the scheduled visit or the visit was not logged correctly in the system. This status serves as a prompt to address the missed or improperly recorded visit.
Next Visit Date field locked?
When a PMV/order is in the Overdue status, the "Next visit date" field becomes locked (greyed out) and cannot be edited. This restriction is due to the status of the PMV/order, which does not permit changes until the issue is resolved.
To change the visit date, follow the steps below:
From the Admin area, search for the relevant order.
Click Edit.
Select the Visits tab.
Click Edit time and update the date and time as needed.
Click Save.
â ď¸ Important: Remember to update the next visit date in the PMV contract to keep the schedule accurate. For example, if the visit was completed two months ago, the next visit date should also move back by two months. You can amend this directly within the contract.
Ensure that all visit details are accurate before saving to avoid further discrepancies. If the issue persists or the field remains locked, contact your system administrator for assistance.