Toolkit

Enables users to add multiple Assets from any Category to a Standard PM/Template all at once.

In the PM/Work Template module, click to the desired PM/Template record.
Select the Toolkit in the PM Assets grid and select the Add Multiple Assets tool. The following pop-up appears:
Open Choose A Category to select a category (required).
Open Select an Asset (required). A pop-up similar to the following appears:
Select one or more Assets (required). *The list will only display Assets in the module associated to the Category selected in step 3 above.
Click Select. If one or more selected Assets exists on another PM Template, an error similar to the following appears:
Click OK . The new Assets now appear in the PM Assets grid.

Add Multiple X Assets

Add multiple Assets to a Standard PM/Template all at once. The name of the toolkit changes to match the module associated to the PM/Template's Category. For example, the toolkit displayed for a Fleet Work Order is Add Multiple Fleet Assets. The toolkit will display Asset options only from the selected PM's Category.

In the PM/Work Template module, click to expand the desired PM/Template record.
Select the Toolkit in the PM Assets grid and select the Add Multiple X* Assets tool. *The name of the toolkit changes to match the module associated to the PM/Template's Category. For example, the toolkit displayed for a Fleet Work Order is Add Multiple Fleet Assets.
A pop-up similar to the following pop-up appears with assets from the PM's Category:
Select one or more Assets (required). Asset types are limited to the Category associated with the selected PM.
Click Select. If one or more selected Assets exists on another PM Template, an error similar to the following appears:
Click OK. The new Assets now appear in the PM Assets grid.

Add Sewer Pipe by Alt ID

In the PM/Work Template module, expand the desired PM/Template record.
Click Toolkit in the PM Assets grid and select the Add Sewer Pipe by Alt ID tool. The following pop-up appears:
Select one item or more than one item using CTRL + click.
Click Select . The new Sewer Pipe Asset(s) now appear in the grid.

Add Storm Conduit by Alt ID

In the PM/Work Template module, expand the desired PM/Template record.
Click Toolkit in the PM Assets grid and select the Add Storm Conduit by Alt ID tool. The following pop-up appears:
Select one item or more than one item using CTRL + click.
Click Select . The new Storm Conduit Asset(s) now appear in the grid.

Sewer Stretch

Adds a stretch of sewer pipe to the Work Order created by the PM by entering an upstream and downstream structure.

In the PM/Templates module, click the to expand the desired PM/Template record.
Click the Toolkit in the PM Assets grid and select the Sewer Stretch tool. The following pop-up opens:
Select a US Structure (upstream) from the picklist (required). This selection will also appear below under Structures Traced.
Select a DS Structure (downstream) from the picklist (required). This selection will also appear below under Structures Traced.
Select a Category For Assets (required).
Enter a Maximum No. of Segments to Search (required). This field may auto-populate but can be changed as desired.
Click OK. The selected stretch of sewer pipe will appear in the PM Assets grid.

Storm Stretch

Adds a stretch of storm conduit to the Work Order created by the PM by entering an upstream and downstream structure.

In the PM/Templates module, click the to expand the desired PM/Template record.
Click the Toolkit in the PM Assets grid and select the Sewer Stretch tool. The following pop-up opens:
Select a US Structure (upstream) from the picklist (required). This selection will also appear below under Structures Traced.
Select a DS Structure (downstream) from the picklist (required). This selection will also appear below under Structures Traced.
Select a Category For Assets (required).
Enter a Maximum No. of Segments to Search (required). This field may auto-populate but can be changed as desired.
Click OK. The selected stretch of storm conduit will appear in the PM Assets grid.