Create a Preventive Maintenance (PM) Record for Multiple Assets

Create a Preventive Maintenance (PM) Record for Multiple Assets

Within the Asset Inventory module, it's possible to select multiple assets and add them to one preventive maintenance (PM) record. Either create a new PM or add them to an existing PM.

 

Select Multiple Assets

  1. Navigate to the Asset Inventory Module. Click Assets > Asset Inventory.
  2. Filter or search to populate a list of assets. 
  3. Select multiple or all assets in the list by checking the boxes of the assets or checking the select all assets box at the top. 

 

Create a New PM

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  1. Click the Action dropdown in the top right. Note - the Action button is only visible after you have selected assets.
  2. Select New PM. 
  3. Fill out the PM details and click Save. For more information on how to create a new PM record, visit our article Create a New Preventive Maintenance Record (PM).

 

Add Assets to an Existing PM

Screen_Shot_2020-09-24_at_9.59.46_AM.png

  1. Click the Action dropdown in the top right. Note - the Action button is only visible after you have selected assets.
  2. Select + Existing PM. 
  3. Search or filter to find the desired PM. 
  4. Check the box of the PM. 
  5. Click Attach to add the work order to your selection. 
  6. Click Attach again to add the selected assets to the PM.

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