Creating associated PMs from a master PM

Create associated preventive maintenance records (PMs) from a master PM to schedule preventive maintenance work and to generate PM work orders for a rotating item's asset, location, or both.

Procedure

  1. Open the Master PM application , on the Master PM tab, display the master PM from which you want to create associated PMs.
  2. Check that there is a value in the Item field. This item must be a rotating item associated with the asset, location, or both for which you want to create PMs.
  3. Select either or both of the following check boxes, as appropriate:
    • Create Associated PMs for Item's Location
    • Create Associated PMs for Item's Asset
  4. Select the Create Associated PMs action.
  5. In the Create Associated PMs window, select the check boxes of the assets, locations, or both for which you want to create PMs. The list includes asset and location identifiers of the rotating item shown in the Item field on the master PM. If you have already created associated PMs for an asset or location, the list does not include those assets or locations.
  6. Click OK to create the associated PMs. The system assigns identifiers to the PMs and displays a confirmation window, listing the new associated PM records.
  7. Click Close to close the confirmation window.


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