PM Header Data

The header fields in the PM/Work Template module contain general information used to identify, and describe each PM/work template. Some of the data is passed on to work orders created from the PM/template.

The header appears at the top of the module window and remains visible as users navigate through the module's tabs.

Field Name	Definition
PM/Template **	Indicates the user-defined, unique ID and name for the PM/template.
Category **	Specifies the type or class of PM/template desired. When a user selects a category, the system then displays only the applicable Main Tasks and problems. Click the field caption or press F9 within the field for a list of categories from Work Flow Setup > Categories. Note: This field should not be manually set to Required as this may cause the program to error when a work order is created from the PM.
Main Task *	Indicates the main work task that will be accomplished on work orders created from this PM/template. Click the field caption or press F9 for a list of Work Flow Setup > Work Tasks.
Problem *	Specifies the problem that should be addresses by completing the work order created by this PM/template. Click the field caption or press F9 for a list of Work Flow Setup > Problems.
WO Template	Marks the record as a Work Order Template. A work order template is a set of pre-configured work order data that can simplify the process of creating a new Work Order. These templates show up as selectable templates when using the Create WO tool.
Scheduled PM	Marks the record as a Scheduled PM. A Scheduled PM is a set of pre-configured work order data that is configured to automatically create a new Work Order on a regular schedule. Each scheduled pm creates a single work order with one or more assets attached to it. Once the Scheduled PM box is marked and saved, the action cannot be undone. The Scheduled PM box must be marked before the Grouped PM, Linked PM, or Grouped Asset boxes can be marked.
Grouped PM	Converts the Scheduled PM record to a Grouped PM. A grouped PM is a single PM in which the user may designate a different schedule for each asset on the PM. Each grouped pm can track and generate multiple work orders. Each work order generated by this PM relates to an individual asset. The Scheduled PM field must be marked before the Grouped PM can be marked.
PM Template	Marks the record as a PM Template A PM Template is a set of pre-configured work order data that can simplify the process of creating a new PM or Template. These templates show up as selectable templates when using the Create PM/Template tool.
Out-of-Service	Mark if the record is out of service.
Grouped Assets	Converts a Grouped PM to a Grouped Assets PM. A grouped asset PM is a grouped PM in which the user may group together the assets and designate a different schedule for each asset group on the PM. Each grouped pm can track and generate multiple work orders. Each work order generated by this PM relates to a group of assets. The Scheduled PM, and Grouped PM fields must be marked before the Grouped PM can be marked.
Inactive	Indicates a template that is not in use. Inactive templates do not appear in the list of templates available in the Create Work Order tool.
Tightly Linked PM	Converts the Scheduled PM to a Tightly Linked PM. Tightly Linked PMs do not have a schedule. Instead, they are linked to a Scheduled PM and directed to replace the regularly scheduled PM at a certain interval. For example, the Scheduled PM might generate a work order every month; however, every third month it is replaced with the Tightly Linked PM. Tightly Linked PMs must have the same assets as the related Schedule PM.
Affected PM	Converts the Scheduled PM to an Affected PM. Affected PMs do not have a schedule. Instead, they are linked to a Scheduled PM and directed to replace the regularly scheduled PM at a certain interval. For example, the Scheduled PM might generate a work order every month; however, every third month it is replaced with the Affected PM. Affected PMs do not need to have the same assets as the related Schedule PM. * Required * Must be Unique Note: To disable a PM (i.e., to stop work orders from being generated), enter Edit Mode, then clear out the Interval and Date fields.