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Planned maintenance visits

Scheduled service visits to ensure that equipment and assets are regularly inspected.

2 authors28 articles
Add a new PMV typeSet up a new Planned Maintenance Visit (PMV) contract so that visits, checks, and frequencies can be scheduled and managed correctly.
Set an asset-based PMVConfigure asset based PMV to allow pricing per equipment.
Change the next visit date on a PMVUpdate the next planned maintenance visit (PMV) date for a single unit or multiple sites, individually or in bulk.
Restrict callouts to the PMV contractorPrevent unit users from selecting other contractors by making the assigned PMV contractor exclusive for specific trades and equipment.
Make changes to PMV contractsUpdate PMV contract details such as visit dates, frequency, cost, and contract name, individually or in bulk, across multiple sites.
Request a contractor's PMV scheduleSend contractors a spreadsheet to complete with their planned maintenance visit schedule.
View all PMV contractsReview all planned maintenance visit contracts, including next due dates, last completed visits, and cost per visit.
Enable the capital option on PMV remedialsConfigure a PMV contract to allow capital budgets to be used for remedials when the repair budget is exceeded.
Cancel PMV contracts or ordersCancel individual PMV orders or remove a contractor's PMV contract when they are no longer required.
Download PMV certificatesDownload PMV certificates individually from the relevant PMV contract in Access Maintain.
Change planned maintenance visit windowsReview and adjust PMV visit window frequencies to control when orders are released to contractors.
Edit PMV standing ordersUpdate the cost of a PMV standing order by reducing the visit cost directly or sending the order to the contractor when an increase is needed.
Change the visit date to a PMV orderUpdate a past visit date on a PMV order to keep the contract timeline accurate.
Manage remedial work categorisationControl whether remedial works within a PMV contract are categorised into priority levels for tracking and escalation.
Manage attachments for PMV ordersAdd supporting images or documents to a PMV order through the notes section to provide evidence of completed work.
Set up a standing order PMVAutomate regular contractor payments such as monthly rental charges or annual monitoring fees, using standing orders.
Unable to upload a PMV templateTroubleshoot PMV template upload failures caused by missing contractor costs or Excel formatting issues.
Upload a PMV certificateUpload or remove a PMV certificate on behalf of a contractor when they are unable to do so themselves.
Cancel categorised remedial ordersUnderstand why category 1 and 2 remedials cannot be cancelled and the options available to resolve this.
Exclude parts costs from PMV contract pricingAdjust PMV contract settings so that parts are priced separately under remedial works, rather than being included in the original contract fee.
Manage in-house PMVCreate, allocate, disable, cancel, and re-enable in-house PMV contracts managed by the in-house engineering team.
Enable certificate type requirementEnsure every PMV certificate is submitted with a clear outcome by requiring contractors to select passed, partial, or failed before uploading.
View historic PMV certificatesAccess current and historical PMV certificates for a unit to support compliance, audits, and maintenance record-keeping.
Asbestos PMV pricing restrictionsUnderstand why costs cannot be set per site for asbestos PMVs and how to manage them using standing orders and zero-cost rates.
PMV contractor assignment errorResolve contractor Planned maintenance visits cost errors by setting the visit rates
Update asbestos status across multiple unitsUse the bulk import to update asbestos status and upload supporting documents for multiple units at once.
Enable unsatisfactory PMV inspectionsRequest and configure the unsatisfactory PMV setting to allow PMV orders to be paid when inspections are partial or failed.
Unsatisfactory PMV inspection behaviour across the systemUnderstand the changes to certificate handling, approval workflows, and system behaviour when unsatisfactory PMV inspections are enabled.