Add an Asset to a Parent PM - PM

Add an Asset to a Parent PM - PM

Navigate to the Preventive Maintenance Module

To navigate to the Preventive Maintenance module:
  1. From the NEXGEN dashboard, click Maintenance in the blue sidebar to the left.
  2. Click Preventive Maintenance.

Add an Asset to a Parent PM

To add an asset to a parent PM:

  1. Open a parent PM record.
  2. Click +Add in the Asset zone.
  3. In the pop-up, select the asset(s) you would like to add by using the checkboxes.
    1. You can use the hierarchy tree or filters on the left to narrow your search.
  4. Click Attach.

    • Related Articles

    • Add Items to a Parent PM - PM

      You can add items to a parent PM to have an estimated amount of that item automatically attach to any work orders that are fired from that PM. For instructions on how to do this, see below. Navigate to the Preventive Maintenance Module To navigate to ...

    • Add Items Attached to an Asset to a Parent PM - PM

      If you have previously attached an item to an asset, you can quickly add that item to a parent PM ifs associated asset is attached to that PM. See below for instructions on how to do so. Navigate to the Preventive Maintenance Module To navigate to ...

    • Edit or Delete an Asset on a Parent PM - PM

      Navigate to the Preventive Maintenance Module To navigate to the Preventive Maintenance module: From the NEXGEN dashboard, click Maintenance in the blue sidebar to the left. Click Preventive Maintenance. Edit or Delete an Asset on a Parent PM To edit ...

    • Delete an Item from a Parent PM - PM

      You can delete an items that are attached to a parent PM by doing so in the Items zone of that PM. See below for instructions on how to do this. Navigate to the Preventive Maintenance Module To navigate to the Preventive Maintenance module: From the ...

    • Preventive Maintenance Overview - PM

      NEXGEN's Preventive Maintenance (PM) module is designed to facilitate the scheduling of work orders. With PMs, users can create one record that holds their maintenance requirements, including schedules, assets, resources, items, checklists, and ...