Create PM/Template

The Create PM/Template tool enables users to create a Preventative Maintenance (PM) or template from an asset. This tool appears in most of the Asset modules within Lucity.

How To Create a PM/Template

  1. Find the asset you wish to create the PM or template for.
  2. If the PM/Template is for a group of records in a module, create a filter for that group of records.
  3. Click the Create PM/Template button . The following pop-up appears to show progress:

    create PM

  4. The PM/Template module opens and displays the new record.

See Also

Module Toolbar

Locate

Browse

Filter

Reports

Documents

Adding a Record

Editing a Record

Deleting a Record

Relationships

Subset Manager

Create Work Order

Create Request

Toolkit