PM Book Template Business Process

Purpose

Use the PM Book Template BP to create PM Books appropriate for associated Assets.

Level

Shell

Type

Line Item

Workflow

The PM Book Template BP is a non-workflow BP.

Create

To create a PM Book template:

  1. Go to the Organization tab and switch to User mode.
  2. In the left Navigator, select FAM Templates (Org), and then select PM Book Template.
  3. In the BP log, click Create.

    Complete the form.

  4. Select the Scheduled PM, Gauge Triggered PM, and Meter Triggered PM tabs.
    1. Click Add.
    2. Enter the required information.
  5. To save the PM Book Template, click Submit.

Last Published Wednesday, April 9, 2025