Add Items to a Parent PM - PM

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

Add Parts to a Parent PM

To add items to a parent PM:
  1. Open a parent PM record.
  2. Click +Add in the Items zone.
  3. A pop-up will appear. In it, select the items you would like to add using the checkboxes.
    1. You can use the hierarchy trees, filters, or search bar on the left side of the pop-up to narrow your search.
    2. Click the Items Attached to Asset toggle in the top right to only view items attached to the assets that are on the parent PM record.
    3. Click All Items to view a list of all items.
  4. Adjust the Estimated Units field for each of the items you are adding.
    1. If you need to remove an item, hover over it and click the Delete button.
  5. Click Attach.