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
- In the Preventive Maintenance application, display the
PM record that you want to create a hierarchy for.
- Click the PM Hierarchy tab.
- Optional: In the Parent field,
specify a value.
- Add one or more child PMs.
- Cick New Row in the Children
window.
- 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.
- Optional: In the Sequence field,
specify a number.
- Click Save PM.