PM Grouped Assets

Each Group in a Grouped or Grouped Asset PM will typically have one or more assets that will be worked on. When a Work Order is generated based on the Group's Schedule it will include all Assets in this grid.

PM Grouped Assets grid

The PM Grouped Assets grid stores the Asset(s) for the Group.

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Adding Assets to a Grouped PM or Grouped Asset PM

When you create a PM Group, you will be asked to also add one or more Assets.

You can add additional Assets to a Grouped Asset PM using one of the Add Asset toolkits in this grid.

PM Grouped Asset record fields

Sequence No

Indicates the order that the Asset should be completed in. This value auto-populates but can be changed.

Category*

Specifies which Category applies to this Asset. It is automatically populated based on the PM/Template Category, however it can be changed. The selected category controls the Asset Type field.

Asset Type*

Indicates which module the Asset is from.

  • This field is read-only and is automatically populated based on the inventory to which the selected Category is tied.

System ID 1*

Indicates the ID of the selected Asset. The Assets that can be selected or entered into this field must be from the module indicated in the Asset Type field.

Picklist logo Enables users to select the Asset from a picklist of records from the module.

asset driven picklist Enables users to select the Asset from an asset-driven list/tree of assets.

More information about asset-driven lists

Desc 1

Desc 2

Displays information about the Asset. These fields auto-populate based on settings in the Work Asset Setup module.

Description

Automatically populated in PM/Templates using the Description entered in the PM > Asset record.

Autonumber

Displays the record number for the Asset Inventory record.

* Required.

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