Create PM/Template

The Create PM/Template tool allows users to create a Template from the map based on an asset. If desired this template can then be turned into a PM.

How To

Create a PM/Template

1. Highlight one or more assets, or Work Points, in the Data Table

   Note: Work Points are created using the Create Work Point tool.

2. Click the button. The following popup will appear:

   

3. Enter a routine Code and Description.
4. Click OK. This popup will appear

   

5. Click Web to edit the Template in Lucity Web, and Desktop to edit in Lucity Desktop.

   Note: Remember if this is supposed to be a PM the Scheduled PM field needs to be marked in Lucity.