The View PM/Template Locations tool allows users to view Preventative Maintenance locations in ArcMap. The tool plots any PM/Template that has an Address, X/Y coordinates, or Assets assigned to it. Once PM locations have been added to the map, the user can view and edit PM records and view a PM report.
Note: The Inventory feature classes do not need to be added to the map prior to using this tool.
Search Option
Gives users options for identifying a set of PMs to display.
Date and Category(ies)
Displays a set of PMs in a user defined date range and selected categories. These are based on the PMs next creation date and Category.
Work Request Filter
Displays all PMs that are part of a saved PM filter.
Work Request Filter and Dates
Displays all PMs that are part of a saved PM filter that fall into a selected date range.
Category Options
Limits results to selected Categories. This option appears when theDate and Category(ies) option is selected above.
Spatial Filter Options
Enables users to filter results to a selected area.
Use the current map extent
Displays only those PMs that fall within the area of the map that is currently visible.
Select polygon feature(s)
Displays only those PMs that fall within an area of the map the user selected with the Polygon tool.
Misc Options
Provide other ways to control the results.
Do not plot addresses for pms with assets...
Prevents the system from plotting the Address of the PM if there is an associated Asset. When the option is disabled, the system plots both the Address and the Asset.
Do not plot addresses for work pm locations with X/Y Coordinates
Prevents the system from plotting the Address of the PM if an X/Y coordinate is set. When the option is disabled, the system plots both the Address and the X/Y coordinate.
Modify the default fields ...
When the tool plots the pm locations it displays associated pm information in the Attribute table. Check this box to open a new section of the tool. In this section of the tool you can modify which data from each pm record is displayed in the Attribute table.
Click the button in the toolbar. The following pop-up appears:
Select PM/Routine.
Click OK.
OR
Click on the View PM Locations tool .
Note: This option does not work if a PM layer already exists in the map.
The associated tool appears, which allows the user to filter the Requests.
Note: This tool requires that an address locator is loaded in the map. If the active locator is a composite locator, the following prompt appears:
Choose a search option:
Date and Category(ies)- Displays PMs with one of the selected CategoriesAND that have a Next Work Order Creation Date that falls within the selected dates.
Work Request Filter- Displays all PMs that meet the specified filter's criteria.
Work Request Filter and Dates- Displays PMs that meet the criteria specified in the filter and whose PM Start Date that falls within the selected dates.
Depending on the search option chosen, the form expands to display either a list of Categories or a list of filters. Select the desired Category or filter.
To view PM from just one category, expand the Category tree at right and select a Category. The system will return PMs assigned to that specific Category, not PMs assigned to the categories beneath that Category.
To show PMs from all categories, check the All Categories checkbox. If no Category is selected, the system automatically queries all categories.
For filters, the system displays My Filters Only by default. Disable this option to use any filter. Buttons also allow the user to toggle between PM Standard and PM Lite filters.
Choose a Spatial Filter Option. These options enable users to view PMs in an area of the map that they specify.
None - Displays PMsidentified by the previously selected Category/Dates/Filters.
Use the Current Map extent - Displays PMs for the area that is currently visible in ArcMap.
Select Polygon Feature(s) - Displays PMs that fall within an area the user selects with the Polygon tool.
Note: The tool actually plots all of the PMs, and then clips the feature class down to the area specified by the spatial filter.
Enable the Modify the default fields included in the results option. The tool includes certain fields in the results by default. Enabling this option allows the user to decide which fields appear in the results. When checked, the form expands to expose the following items:
Check the box next to the fields you want to add to the results.
Fields displayed by default are shown in the list to the far right. Users cannot modify this list, because these fields are required for the tool to function properly.
Users can save their custom field choices by clicking the Save as new user default button. This setting is saved to the database, and these fields will automatically be checked the next time the user runs the tool.
When ready to process click Display. If the system has a significant number of PMs to process, a dialog box similar to the one below appears:
Once the processing is finished, a temporary feature class is added to ArcMap. It contains three layers: point, line, and polygon. To change the way the features are displayed, right click on the layer and go to the symbology tab. (The other Plotting... pages say "select Properties > Symbology tab."]
The search criteria used for the PMs is listed in the description for the group layer. To access this information, right-click on the grouped layer and select Properties. A screen similar to the following appears:
The tool attempts to map all locations for all PMs that meet the selected criteria. Any features that the system was unable to represent spatially are still added to the layer; however, in the Attribute table for the feature class, their FoundInMap value will be 0.
After the PM locations have been added to the map, the cursor changes to crosshairs, allowing the user to right-click on features to view PMs in Lucity Desktop.
After PMs have been plotted in the map, click on the View PM/Template Location tool .
Right-click on a PM location. A menu appears with the option: View PM/Work Order Templates.
Select View PM/Work Order Templates. A sub-menu opens that lists the PMs located within the search tolerance of the mouse-click.
Select the PM to view in Lucity Desktop's View mode.
Note: To view multiple PMs, use the ESRI selection tool to select the PMs before clicking the View PM/Work Order Templates Locations tool. Then right-click. The For all selected PM/Work Order Templates option appears in the submenu.
How to plot PM locations
button in the toolbar. The following pop-up appears:
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