The PM/Work Template module allows you to create work order templates and schedule preventative maintenance tasks (PMs). All information entered in this module will be carried over to the work order(s) whether you are creating a WO template or a PM.
Work order templates allow you to generate work orders quickly as most of the data is pre-entered. When creating a template, you do not have to enter all of the data at that time. You can always edit, add, or delete information prior to generating the work order.
PMs are similar to work order templates. However, they are generated automatically based on the schedule you set up.
Module Toolbar
More information about the tools available in this module
Note: To view an explanation of any field, Ctrl + right click in that field.
To access the PM/Work Template module, select Work > PM/Work Template and the following window will appear.
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