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 assets, or User Point Graphics, in the Data Table

   Note: User Point Graphics are created using the Create Work Point tool.

2. Click the button. The following pop-up will appear:

   

3. Fill out the Routine Code and Routine Description. Click OK.
4. If the highlighted asset does not have a Default Work Category, the following pop-up will appear allowing users to select a category:

   

5. Only categories that are associated to the highlighted asset will appear.

   Note: If a User Point Graphic is used all categories will be available.

6. Select a category and click OK. This is required. The template will be created with the highlighted asset attached and the following pop-up will appear:

   

7. Clicking Attach Document will open up a browse window to let the user select a document to attach to the PM/Template.
8. Choose one of the Edit or View options and click OK.
9. Lucity Web or Desktop will open up the request module and go to the new record.

   Note: This is created as a template. To turn it into a PM users must edit the record and mark the Scheduled PM box.