Quick Tip: Viewing Open PMs and CMs for Other Personnel

By default, your dashboard shows PMs and CMs assigned to you. But what if you need visibility into open PMs and CMs assigned to other personnel? You can accomplish this by creating a custom filter.


How to Create a Custom Filter

  1. Navigate to PMs or CMs

    • Example: PMs > Edit PM
  2. Click the Filter icon, then click the “+” icon

    • This opens the Create Custom Filter window


Set Your Filter Conditions

Condition 1:

  • Set Status to Open

    • This displays all open PMs or CMs

Condition 2:

  • Click the “+” icon next to AND

  • Set Assigned To

  • Select the personnel name you want to view


Save the Filter

  • Enter a name for the filter at the bottom of the window

  • Click Save

Once saved, the filter will be available anytime you need it—no need to recreate it.


Why This Is Useful

  • Quickly review workload across technicians

  • Identify bottlenecks or overdue work

  • Support supervisors and leads with better visibility

  • Reduce manual searching and sorting

So sorry , but I new to GAGEtrak. Can you tell me what PMs and CMs stand for?

No worries at all — great question!
PMs are Preventive Maintenance (scheduled work to keep things running smoothly), and CMs are Corrective Maintenance (work done to fix an issue once something breaks or needs attention). PMs and CMs are used in both FaciliWorks 8i and FaciliWorks Essentials to manage maintenance work.

Since you’re using GAGEtrak, it’s also important to note that GAGEtrak itself does not use PMs or CMs. GAGEtrak focuses specifically on gage and calibration management.

  1. GAGEtrak 7 is a powerful, easy-to-use program for quality professionals to document, track, and retrieve calibration information. It also has Additional Schedules, so you can schedule extra due dates for gage records (like maintenance dates or sending a gage to a calibration provider). These schedules are fully user-defined for virtually any need.
  2. GAGEtrak Lite offers gage, calibration, and procedure management with streamlined reporting in a simplified, touchscreen-friendly interface.
  3. GAGEtrak Pro automates calibration tracking, saving time while giving you precise control over your calibration data. It also has Activities, which replace the Additional Schedules from version 7. You can assign multiple activity schedules to any gage using pre-defined activities or templates. This works great for non-calibration events, like pre-calibration checks, 6-month inspections, or 90-day maintenance tasks.

Totally normal to feel new at first — don’t hesitate to ask questions as you explore the system.

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