Download the planned maintenance import spreadsheet, which is pre-filled with everything that you need for this checklist.

1. Log in to your FMX site at [sitename].gofmx.com.
2. Navigate to the “Bulk Imports” tab on the left-hand menu. (Note: You must enable Bulk Importing within User Type settings to complete these steps.)
3. Click on the “Import” button at the top right of the page.
4. Enter a name for your import in the “Title” field.
5. Click on the paperclip icon in the “Template” section to upload your completed import file.
6. Click the “Save” button to complete your import.
7. When your import has been completed, a green “Success!” banner message will appear at the top of your screen.

If you'd like to make adjustments to the new instruction set, follow these instructions:

1. Click on the “Planned Maintenance” tab in the left-hand menu.
2. Click the “Instruction Sets” tab near the top of the screen.
3. Find your new instruction set in the list, and click the “Edit” button.
4. Make any adjustments that you need and click the “Save” button at the end of the form.

1. Click on the “Planned Maintenance” tab in the left-hand menu.
2. Click on the “New task” button in the upper right-hand corner of the grid view.
3. Fill out the planned maintenance task form with the required information and add your new instruction set. For more information about your options, see the Creating Planned Maintenance Tasks article in our Support Center.