How do I conduct planned preventive maintenance surveys digitally?

You conduct planned preventive maintenance surveys digitally in SiteSurvey by building PPM form templates that mirror your existing maintenance schedules, then assigning them to engineers on the appropriate cycle. Each form can cover a specific asset type, service regime, or building area, with fields for service checks, measurements, pass or fail outcomes, and photographic evidence.

Engineers receive their assigned surveys in the mobile app with a due date attached. They complete the form on site, following the structured sequence of checks and recording the outcome of each one. Conditional logic surfaces follow-up questions when an item is marked as requiring attention, prompting the engineer to record the nature of the issue and any immediate action taken.

Workflow automation in SiteSurvey handles the steps that follow submission. A completed PPM survey can automatically notify a supervisor for sign-off, raise a follow-up job for any defects recorded, or update an asset record in a connected CAFM system. This removes the manual handoffs that slow down paper-based PPM processes.

All completed PPM records are retained in SiteSurvey with a full audit trail. The submission includes the engineer name, completion timestamp, GPS location, and all captured data. This provides the documented evidence of maintenance activity that is required under service level agreements, statutory compliance obligations, and insurance conditions.