Overview

The purpose of this guide is to walk through the steps of adding PM Instructions.  There are two separate ways to add PMs.  One is from the Corporate level, which is typically managed by one or more Corporate representatives, in order to ensure consistency across all PMs within the company.  These permissions are granted through Spindle User Type, per the company's request.  Therefore, for those that do not have permissions to add PM Instructions per this guide, please contact your system administrator and/or Spindle Support at support@spindlelive.com to receive more details.  PMs can also be added at the Facility level, which is outlined in this guide as well.

Navigate to CMMS - Admin

• Log into SpindleLIVE (NOTE: If you do not have SpindleLIVE access, please email us at support@spindlelive.com to request user credentials).
• From the left side-bar navigation menu, hover over CMMS and select Admin.

Adding Corporate PMs

If you do not have Corporate level permissions to add PMs for your corporation, please contact your system administrator, and if you believe you should be granted these permissions, please contact us at support@spindlelive.com.  For those that do not have these permissions, skip to the next step Adding Facility PMs, in this guide (below).

• Ensure your Facility is selected.
• Ensure the Corporate Standards tab is selected.

Adding Facility PMs

This section is for those adding PMs at the Facility level, not the Corporate level.  If you belong to a corporation that has Spindle CMMS installed, you should consult with your leadership and/or system administrator before adding any PMs at the Facility level.

• Ensure your Facility is selected.
• Ensure the PM Instructions tab is selected.

NOTE: Follow the below steps to add PM Instructions for either level - Facility or Corporate.  The functionality is the same at both levels.

Add PM Instructions

• Click on Add PM Instructions

• Fill in the following fields:
  • Name
  • Frequency
  • Target (minutes)
  • Regions (if applicable)

• Fill in the Description field.
• Click the BLUE Checkmark to Save.

• Click on the Create Steps icon next to Procedure
• Type in the details of each PM Step
• Click the BLUE Checkmark to Save

Attachments

• To add attachments such as images, prints, schematics, etc., click on Attachments
• Click Add File
• Find the file you'd like to add and double-click it to attach

• Confirm that the PM Instructions were added
• Type in the details of each PM Step

Confirm that PM Instructions were created

• From the Corporate Standards tab confirm that the PM Instructions were added successfully.

Modifying PM Instructions

• Use the Up and Down Arrows to reorder the PM Instruction Steps
• Click the Attachments icon to add attachments to individual steps
• Click the Copy Steps icon to duplicate a step
• Click the Delete Step icon to delete a step
• Click the Add Step icon to add a step