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I've worked on the marketing team at SchoolDude since 2013. I currently am the Public K-12 Marketing Manager and serve the Public K-12 market with helpful resources and trends that can help them in their day-to-day work. I work closely with the sales organization and several other departments to ensure clients and the public have a clear understanding of what SchoolDude does and the benefits our solutions provide to educational institutions. It’s exciting to work in marketing everyday and see clients succeed and schools benefit from using SchoolDude. I grew up in Virginia and graduated from the University of Virginia with a degree in Business- Wahoowa!
Just as sure as we know the seasons will change, we know that our school’s vehicles will need their oil changed, tires rotated, and annual emissions inspection completed routinely; leading us to a great question, “Can I schedule my vehicle maintenance through SchoolDude?” and the answer is, “Certainly!”
PMDirect allows you to setup any and all routine maintenance tasks your school performs. Setting up PM schedules for your vehicle maintenance is as easy as one, two, three!
1. Create Classifications and Types: Classification and Type are the first two required steps when setting up a schedule and play a big role when adding equipment. As a reminder, classification and type work together in a parent/child relationship – class being the parent, type being the child. I would recommend creating a classification such as “Vehicles” to use with your vehicle maintenance schedules.
2. Add your vehicles to the equipment list: Now, associating equipment to a PM schedule is not required or necessary, but by associating vehicles to their schedule(s) allows for some extra benefits, such as being able to track history, maintenance costs, etc. down to a more granular level to do some analysis.
3. Create your schedule(s): The first two steps of a schedule require you to identify your Classification and Type. For your schedule vehicle maintenance, you can choose “Vehicles” as your classification and then the type of vehicle you’re setting up the maintenance for. If you’re taking the route of associating vehicles, you’ll select those in step 6 (remember, only vehicles that match what you’ve entered in steps 1-5 will appear). In step 15, where you identify the frequency, you have three options for the recurrence pattern: “recurring calendar event”, “recurring calendar event or reading frequency” and lastly, “reading frequency”. The recurring calendar event allows you to setup a schedule based on a time period – quarterly, semiannual, etc. Reading frequency allows you to setup a schedule based on a reading frequency, such as every 3,000 or 5,000 miles – keep in mind, this requires that you update the mileage regularly through MaintenanceDirect. And recurring calendar event OR reading frequency gives you the flexibility to setup a recurrence pattern that takes place every 5 months or 5,000 miles.
To dive deeper into the specifics of setting up a schedule, click here to download our PM Schedule Quick Step Guide. You’re also welcome to visit the SuccessOps website to check out our webinar archive of basic training reviews and best practice spotlights, by clicking here. As always, you’re encouraged to contact the legendary Client Service Team with any questions – we’re always here for you and happy to help!