Toolkit

The PM/Templates > PM Groups > PM Grouped Assets grid contains the following Toolkits:

Add Multiple Assets

Open the PM/Templates module.
Click the to expand a PM record that is checked as both Grouped PM and Grouped Assets.
Select the PM Groups grid.
In the PM Grouped Assets grid click the Toolkit and select the Add Multiple Assets tool. The following pop-up appears:
Select a Category (required). The selected category determines the Assets available for selection on the next step.
Open the Asset picklist. Select one or more items (required).
Click Select.
Click OK. The selected Asset(s) now appear in the PM Grouped Assets grid.

Add New Asset

Open the PM/Templates module.
Click the to expand a PM record that is checked as both Grouped PM and Grouped Asset.
In the PM Groups grid click the to expand a PM Group record.
In the PM Grouped Assets grid click the Toolkit and select the Add New Asset tool. A form similar to the following opens:
The Sequence No will auto-populate but can be changed.
The PM Group ID displays this Group's unique identification number.
The Category and Asset Type will auto-populate from the PM record.
Open the System ID 1 picklist to select an Asset. You must select an Asset that is not already used by a Group on this PM.
Click Save . The Asset appears in the PM Grouped Asset grid.

Add Sewer Pipe by Alt ID

Enables you to select Sewer Pipes from a picklist of their Alt IDs to add them as to a PM Grouped Asset.

Open the PM/Templates module.
Click the to expand a PM record that is checked as both Grouped PM and Grouped Assets.
Select the PM Groups grid.
In the PM Grouped Assets grid click the Toolkit and select the Add Sewer Pipe by Alt ID tool. A pop-up similar to the following appears:
Select one or more Sewer Pipe Assets.
Click Select. The selected Sewer Pipe Asset(s) now appear in the PM Grouped Assets grid.

Add Storm Conduit by Alt ID

Enables you to select Storm Conduits from a picklist of their Alt IDs to add them as to a PM Grouped Asset.

Open the PM/Templates module.
Click the to expand a PM record that is checked as both Grouped PM and Grouped Assets.
Select the PM Groups grid.
In the PM Grouped Assets grid click the Toolkit and select the Add Storm Conduit by Alt ID tool. A pop-up similar to the following appears:
Select one or more Storm Conduit Assets.
Click Select. The selected Storm Conduit Asset(s) now appear in the PM Grouped Assets grid.

Move Assets To Another Group for Selected Record(s)

Enables you to move one or more Assets from one PM Group to another PM Group.

Open the PM/Templates module.
Click the to expand a PM record that is checked as both Grouped PM and Grouped Assets.
Select the PM Groups grid.
In the PM Grouped Assets grid select one or more assets that need to be transfered.
Click the Toolkit in the PM Grouped Assets grid and select the Move Assets to Another Group for Selected Record(s) tool. The following pop-up appears:
Select the PM Group to which the assets should be moved.
Click OK. The selected asset(s) now appear in the selected group's PM Grouped Asset grid.

Sewer Stretch

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

Open the PM/Templates module.
Click the to expand a PM record that is checked as both Grouped PM and Grouped Assets.
Select the PM Groups grid.
In the PM Grouped Assets grid click the Toolkit and select Sewer Stretch. The following pop-up appears:
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 Grouped Assets grid.

Storm Stretch

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

Open the PM/Templates module.
Click the to expand a PM record that is checked as both Grouped PM and Grouped Assets.
Select the PM Groups grid.
In the PM Grouped Assets grid click the Toolkit and select the Storm Stretch tool. A pop-up similar to the following appears:
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 Grouped Assets grid.