PM Resource - Fluids

PM/Template Tasks can contain a list of Fluids that likely will be used to complete the task. These records are used to estimate fluid amounts needed to accomplish scheduled work.

Fluids can also be tied to the Parts Inventory module, which automatically deducts Parts from the inventory when they are used on Work Orders that are created from PMs.

Fluids grid

The Fluids grid enables users to associate fluids with any tasks in the Tasks grid. Any Materials associated with a Task Setup record will automatically be added to the Task's Fluids grid whenever the Task is used on a PM/Template.

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How to add a Fluid to a Task

Fluid grid record fieldsWork Task

Identifies the job or activity that needs to be completed on a Work Order created by a PM where the Fluids are assigned.

Resource*

Indicates the user-defined, unique ID for the assigned Fluids .

  • The list of Fluids comes from the Work > Administration > Work Flow Setup > Fluid Setup module. By default only the Fluids associated to the Work Order's Category are displayed.

Alt Description

Displays a secondary description of the Fluid.

UPC Code

Displays the barcode associated with the Fluid.

  • If the Fluid Setup record is linked to a Parts Inventory record and a user enters the Part record's barcode into this field, the Resource field will auto-populate with the Fluid's ID.

More information about Fluid > Parts integration

Group Number

Enables user to group selected Resource records together by assigning a group ID. For example this can be used to group an Employee with a specific piece of Equipment or Materials that they are authorized to use.

* Required.

More information about Fluid fields

In This Section

PM Resource - Fluid Fields

Toolkit