How To Create a PM Template from a Fleet or Equipment Record

PMs also can be set up from the Fleet and Equipment modules. 

Note:  If the operating status of the fleet or equipment inventory item is greater than 950 (considered out-of-service), the system will not generate a work order based on this PM until the inventory item is considered to be back in service.  For further information on the Fleet and Equipment modules, please reference the Equipment help guide.

How To Create a PM Template from a Fleet or Equipment Record

1. Open the Fleet or Equipment module and locate the individual asset inventory record for which you'd like to create a PM/Template.
2. Click the Create PM button at the top of the module toolbar.
3. The new PM will appear with the proper Category entered into the header and the asset entered into both the Asset field of the WO tab and the Assets grid.
4. Select a Main Task from the pick list.
5. Press F5 to insert the combination of task and asset into the PM/Template header field.

   Note: The PM/Template field must be unique. If this combination of task and asset already exists in the PM records, you'll need to provide an alternate PM/Template name. You can also choose to edit this field if desired.

6. From this point on, fill out the remainder of the PM/Template in the manner discussed in the How to Create a PM section.