Create a master preventive maintenance (PM) record to create
associated PMs and maintain scheduling information for associated
PMs.
Procedure
- In the Master PM application, on the toolbar, click New
Master PM. If the Master PM field
is empty, enter a value.
- Enter a description field. Click Long Description if
you need more space.
- If you are creating associated PMs for assets and locations
that have rotating items, enter the identifier in the Item field.
- If you want to create associated PMs for the location of
an item, select the Create Associated PMs for Item's Location check
box. If you want to create associated PMs for the asset of an item,
select the Create Associated PMs for Item's Asset check
box. If you do not select the check boxes, you will not
see the asset or location associated with that item in the Create
Associated PMs window.
- Fill in the remaining required fields, along with other
fields as appropriate.
- On the Frequency tab, define the
frequency with which you want the associated PMs to generate work
orders. The master PM frequency can be time-based, meter-based, or
both.
- For time-based master PMs, define the frequency criteria.
Select the Update Time Based Information in Existing PMs check
box if you want to update the following fields every time you update
this master PM's associated PMs: Frequency, Frequency
Units, and Alert Lead.
- For meter-based master PMs, define the frequency criteria.
Select the Update Meter Based Information in Existing PMs check
box if you want to update the following fields when you update the
associated PMs: Frequency, Alert
Lead, and Generate WO Ahead By.
Attention: If an associated PM has a different frequency than
its master PM, updating the associated PM overwrites the frequency
data. Any changes made to the associated PM are lost during the update.
To keep the frequency data on the associated PM, select the Override
Updates from Master PM check box in the associated PM
record.
- If the master PM is a seasonal PM, enter the days, dates,
or both that you want the associated PMs to be active on the Seasonal
Dates tab. Select the Update Existing PMs Seasonal
Dates check box if you want to update seasonal information
on associated PMs when you select the Update Associated
PMs action. Any changes that you made to the seasonal
dates of an associated PM are lost during an update.
- On the Job Plan Sequence tab, enter
job plan data for the master PM. Select the Update Job
Plan Sequence in Existing PMs check box if you want to
update job plan data on associated PMs when you select the Update
Associated PMs action. Any changes that you made to job
plan data on an associated PM are lost during an update.
- Save the record.