The PM/template tool allows users to generate PM/Template record. The tool can either create the PM/template based on the filterset, or on the records selected in the grid.
How To Create a PM/Template
Create a filter for the records that need a PM OR select all the records in the grid that need a PM.
Click the button. The following pop-up will appear:
Under Create PM(s) for... select whether the work order is going to be created for the Selected Record(s)OR the FIltered Records.
Select a Category.
Click the Category button for the category tree.
Select a Main Task.
Click OK.
The system will open the default PM/Template view if one exists. If a default view does not exist, the PM/template will still be created in the database but will not appear on screen. Instead, a notation will appear above the grid indicating that the operation succeeded.
button. The following pop-up will appear: