Planned maintenance visits
Scheduled service visits to ensure that equipment and assets are regularly inspected.
By Xanthe1 author29 articles
- Request a contractor's PMV scheduleSend contractors a spreadsheet to complete with their planned maintenance visit schedule.
- Restrict callouts to the PMV contractorPrevent unit users from selecting other contractors by making the assigned PMV contractor exclusive for specific trades and equipment.
- 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.
- Make changes to PMV contractsUpdate PMV contract details such as visit dates, frequency, cost, and contract name, individually or in bulk, across multiple sites.
- 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.
- 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.
- 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.
- View historic PMV certificatesAccess current and historical PMV certificates for a unit to support compliance, audits, and maintenance record-keeping.
- 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.
- Understanding PMV verdictsUse Planned Maintenance Visit (PMV) verdicts to document outcomes, manage remedial work, and report on maintenance quality across your portfolio.
- Enable certificate type requirementEnsure every PMV certificate is submitted with a clear outcome by requiring contractors to select passed, partial, or failed before uploading.
- 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.