Creating hierarchies of preventive maintenance records

Create a preventive maintenance (PM) hierarchy to mirror an asset or location hierarchy, so that work orders generated from the PM hierarchy are organized in a logical manner.

Before you begin

Create a PM for each asset in the hierarchy, then group the PMs so they generate a hierarchy of work orders for the assets.

About this task

There is a single top-level PM. This PM can have one or more child PMs. Each child PM can have one or more child PMs, and so on. A child PM can only have one parent PM.

You cannot delete a PM that is part of a hierarchy. You must remove it from the hierarchy before you can delete the PM.

Procedure

  1. In the Preventive Maintenance application, display the PM record that you want to create a hierarchy for.
  2. Click the PM Hierarchy tab.
  3. Optional: In the Parent field, specify a value.
  4. Add one or more child PMs.
    1. Cick New Row in the Children window.
    2. In the PM field, specify a value. If the child PM has an associated asset or location record, that data is automatically entered in the appropriate fields for the child PM.
    3. Optional: In the Sequence field, specify a number.
  5. Click Save PM.


Feedback