Instruction sets can be applied to planned maintenance tasks in FMX to provide the resolver with a step-by-step guide for completing the task. Revolvers can start an instruction set and return to complete it at a later date or time. 

Follow the directions below to create an instruction set.

  1. Select Planned Maintenance in the left sidebar, then click on the Instruction Sets tab. 
  2. Click on the +New instruction set button.
  3. Enter the instruction set name - this will be the name for the step-by-step checklist (e.g., HVAC Monthly PM, Check Belt Tension)
  4. Enter the description (optional) - this is where you can describe what the instruction set will be used for. 
  5. Add custom fields if you would like the resolving user to capture additional information when completing the task (ex. Temperature).
  6. Add any additional attachments corresponding with the planned maintenance instructions
  7. Enter your list of steps for the planned maintenance. 
  8. Select Save to add the instruction set.

For a more in-depth look at how to create instruction sets, watch this short tutorial video!

*If you already have numerous instruction sets, it would be more efficient to have us import your instruction sets for you. Contact to learn more! 

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