Assigning a PM Schedule Record

Before creating an Assignment record you must first create a PM Schedule Record. For more general information on Preventive Maintenance see About Preventive Maintenance.

Assigning a PM Schedule record

You may add one or add multiple users to a single PM Schedule record. If you do not add an assignment record when PM Generation is run the generated work order will be created with a Status of 'Approved' when you add an Assignment record the generated work order will be created with a Status of 'Scheduled' and the work order will be displayed on the Assigned users list of assigned work orders. 

The steps for adding the schedule record are: 

1. From the Preventive Maintenance Overview page
2. Select the three dots ... on the Schedule Record
3. A pop up appears (you may have to scroll on the pop up for the Assignments to appear)
4. Select Assignments
5. Select the desired user
6. Add Estimated hours this is optional
   1. You may repeat steps 5 and 6 for additional users
7. Click Save
8. Close the user selection popup by Clicking the X in the upper right corner