Grouped PM

Grouped PMs are scheduled PMs that enable you to create one PM record with separate schedules for each Group and its Asset. These PMs will generate one Work Order for each Group based on the Group's individual schedule. Each Work Order will also contain the Group's Asset.

Create the PM record:
1. Open the PM/Templates module by selecting Work > PMs/Templates.
2. Click Add . The PM/Template form opens.
3. Enter a unique, alphanumeric code and description in the PM/Template and PM/Template Text fields. These are both required fields.
4. Select a Category (required). The selected Category determines the available Problems, Causes, Crews, Tasks, etc.
5. Select a Main Task (required).
6. Complete other fields to define the work, such as:
  - Problem
  - Cause
7. Complete fields to define who will be responsible for the Work Order:
  - Supervisor
  - Lead Worker
  - Crew
8. Mark the Scheduled PM checkbox. Mark the Grouped PM checkbox. Do not check any other PM Type boxes.
9. Complete other attribute fields as desired.
10. Click Save . Close the record.
Add auxiliary information:
1. Click the to expand the PM record.
2. Add other desired Work Order information like Tasks, Employees, Equipment, Materials, Fluids, Contractors that would be commonly used to complete the work.
3. Enter comments in the Comments grid as desired.
In the PM Groups grid, click the Toolkit and select one of the Add Groups tools:
- Add Group(s) and Existing Asset(s)
- Add Group(s) and Existing X Module-Related Asset(s)
- Add New Group and First Asset
  Note: The Add Groups Toolkits require you to add an Asset that will appear in the PM Grouped Assets grid. You will only be able to add one Asset on a Grouped PM. That Asset can be deleted, edited or exchanged for another Asset in the PM Grouped Assets grid. To add multiple Assets, create a Grouped Asset PM.
Click the to expand a PM Group.
In the Group's Grouped PM Scheduling grid, click the Toolkit and select Add New Schedule to set the Group Schedule. Repeat for each Group that needs a Schedule. More information on PM Group Scheduling.
Now that the PM is set up and has Groups, Asset(s) and Schedules, the PM will generate one Work Order for each Group and its Asset the next time each Group's Schedule is triggered.