PMs

PM Fields

The following Asset fields are related to PMs:

Default WO Cat *

Lets users establish a default category for the Asset. When a Work Order is created for the Asset, the default category and related asset information are imported into the new Work Order record. Multiple categories are available in the pick-list.

No WO/PM/REQ *

When enabled, users cannot create Work Orders, PMs, or Requests for that Asset. The Asset also no longer appears in the selection dialog boxes for WO/PM/Request modules. This function is useful for assets that are logged in Lucity, but have been retired or are no longer in use.

* Applies to Work Orders and Requests, as well.

 

PM Record Grid

Each Inventory record can display a grid of related PM records from the PM/Template module.

Grid Tools

Web_edit

Open Record

Displays the record in a form view.

More information on using forms.

Android Screenshot

Open in another View

Select one or more records in the grid and click this button to open that record in a view from its original module. This function allows the user to view the relationships the record has with other modules.