How to Create a PM

The PM/Work Template module allows you to schedule preventative maintenance tasks (PMs). This module is designed to automatically generate PM work orders based on the schedule you set up in the Scheduling WOs tab or Grouped PMs tab. Below is a list of basic steps to guide you through the PM setup process.  

Click on this link to access the PM/Work Template Tutorial Movies.

To create a PM, complete the following steps:

1. Open the PM/Work Template module and select Work > PM/Work Template. The following window will appear:

   

2. Click on the module toolbar to enter Add Mode.
3. Enter a unique, alphanumeric code and description in the PM/Template field. This is a required field. See the example below.

   

4. Select a category, main task, and problem. The category you choose will determine the list of available tasks, crews, problems, etc.
5. Under the WO tab, enter the cause, assign a crew, etc. The Asset and Location fields are read-only fields that are auto- populated.  These fields allow you to see at a glance the first asset and location listed in the corresponding grids.
6. Mark the Scheduled PM checkbox.

   Note: This is a critical step. The Scheduled PM checkbox differentiates a work order template from a PM. When this box is marked, the Scheduling WO tab fields will be enabled allowing you to schedule your preventative maintenance.

   Note: Once a PM is designated as scheduled, it cannot be switched to a non-scheduled work order.  To disable a PM (i.e. stop it from generating work orders), change the schedule dates/readings, and remove the start and next date values when the record is in Edit Mode.  

   Note: A lead worker must be assigned to a work order if you want the Assigned Work field in the Work Flow Setup Employees module to calculate the number of assigned work hours for that employee.

7. Under the Location tab, enter a department, division, etc.
   • Enter any comments for the crew in the corresponding grid.
   • In the Work Order Locations grid, enter the address of each location where work will take place (right click in the grid and select Add Record).
8. Under the Assets tab, enter any inventory assets associated with the work order.  For grouped PMs, enter the assets under the Grouped PMs tab.
9. Under the Checklist tab, create any checklists you want carried over to the work order.
10. Under the Tasks/Resources tab, enter additional tasks in the Tasks grid.

    Note: Any resources associated with a task (in the Work Flow Setup Tasks module) will be automatically populated in the Resources grid.

    • Enter any resources used to complete the task in the Resources grid.
    • Enter any estimated costs in the fields to the right of the Tasks and Resources grids.
11. Determine what type of schedule you want your PM to have: fixed or floating.
12. Set up your PM schedule in the Scheduling WO tab.

    Note: This is a critical step. The PM schedule is what differentiates a PM from a work order template.

13. Associate other PMs with the current record in the Grouped PMs tab. This is especially useful if you have maintenance work on multiple assets that can be performed at the same time.
14. Enter additional information you want carried over to the work order using the WO Custom tab.
15. The last modified date and the last user to modify the record are recorded in the Custom tab.
16. Enter other comments in the Comments tab.
17. Click to save the PM.
18. The nightly Lucity PM Service will then generate all pending preventative maintenance work orders based on the schedules you set up.

Notes: Once a PM/Template is designated as a PM, it cannot be changed back to a Work Order template. A standard PM may not be converted to a Grouped PM or vice versa. A standard PM may not be converted to a Tightly Linked PM or vice versa. A Grouped PM may not be converted to a Grouped Asset PM or vice versa.