Associating Preventive Maintenance Plans with Assets

You can associate a preventive maintenance plan with an asset. If a PM plan is already associated with an asset through the All Assets check box in the Products view in the Preventive Maintenance List of the Preventive Maintenance screen, then completing the following procedure has no effect other than to show the association. If a PM plan is not already associated with an asset through the All Assets check box, then perform the following procedure to create the association. For information about running preventive maintenance plans for an asset, see Process of Managing Records with Barcode Readers.

To associate a preventive maintenance plan with an asset

  1. Navigate to the Assets screen, then the List view.

  2. Drill down on the Asset number (#) field for a selected asset, and click the Preventive Maintenance view tab.

  3. On the link bar, click Plans.

  4. Create a new preventive maintenance plan record, and complete the fields as appropriate.

    Some fields are described in the following table.

    Field Comments

    Name

    Select the name of the preventive maintenance plan.

    Active

    Displays a check in the check box to indicate the Preventive Maintenance Engine can process the plan.