Attach to PM/Template

The Attach to PM/Template tool enables users to attach assets and locations to a pre-existing PM.

How To Attach Assets to a PM

  1. Select one or more features or Work Points in the Webmap or from the Data Table.
  2. If needed select the field next to the Attach to PM tool and enter a PM/Template ID.

    Note:   If you selected the Add Asset/XY from Map, or Show Selected in Map (for a single record) options in the Show in Map tool in the Work Order module, then the PM/Template ID is supplied.

  3. Select the Go button next to the tool. The selected features or points are attached to the PM/Template.

    • Features are added to the Asset grid of the PM/Template.

    • Work Points are added to the Location grid of the PM/Template.