Share a Planned Maintenance Schedule

Introduction

Upton creation of a PPM Contract and its Visit Schedule, the Joblogic PPM Module creates a more visually encompassing schedule of the work under the Schedule Tab. This Schedule can be used to display the work schedule to your customers in a presentable format.

This user guide gives you a step-by-step breakdown on How to View and Share a PPM Schedule.

1. Click the ‘PPM dropdown’ menu on the left navigation pane and select ‘All PPM Contracts’.

You will now be directed to the PPM Contracts page. Here you can find the whole list of PPM Contracts.

2. Click to open the PPM Contract that you wish to view and share the schedule of.

3. If the Visits have been added and cloned under the selected contract, click the ‘Schedule’ tab to view a visually encompassing schedule of the work, which can be exported to an CSV file.

4. Alternatively, you can also give your customer access to the Customer Portal and set the PPM schedule permission as viewable. Customer can then view the schedule exactly as shown.

Further Support
For further information or assistance on the above, contact our Support Team on 0800 326 5561 or email support@joblogic.com. Alternatively, our Account and Project Management teams can be reached by emailing accountmanager@joblogic.com or projectmanager@joblogic.com respectively.

Publishing Details
This document was written and produced by Joblogic’s Technical Writing team and was last updated on the date specified above. Be aware that the information provided may be subject to change following further updates on the matter becoming available. Additionally, details within the guide may vary depending on your Joblogic account’s user permissions