Delete a Resource from a Parent PM - PM

Delete a Resource from a Parent PM - PM

If there is a resource attached to a parent PM that you would like to delete, you can do so by following the steps below.

Navigate to the Preventive Maintenance Module

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

Delete a Resource from a Parent PM

To delete an existing resource from a parent PM:
  1. Navigate to the Preventive Maintenance module.
  2. Open a parent PM record.
  3. Scroll down to the Resource zone.
  4. Locate the resource you would like to delete and click the drop-down arrow next to it.
  5. Click Delete.
  6. Click Ok to confirm deletion.

    • Related Articles

    • Edit or Delete a Resource Attached to a Parent PM - PM

      If needed, you can edit or delete a resource that you previously attached to a parent PM. To do so, follow the steps below. Navigate to the Preventive Maintenance Module To navigate to the Preventive Maintenance module: From the NEXGEN dashboard, ...

    • 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 ...

    • 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 ...

    • Delete a Resource Attached to a Child PM - PM

      You can delete a resource attached to a child PM within the Preventive Maintenance module. Do this if you would no longer like that resource attached to any work orders that fire from that PM. For specific instructions, see below. Navigate to the ...