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