Set Up NAMI PM Builder - Company Options

Set Up NAMI PM Builder - Company Options

The NAMI PM Builder is an AI-powered functionality that allows users to pull in maintenance checklists from OEM manuals. This is a company option that must be turned on before use. This article will guide you through setting up the PM Builder from enabling the company option to enabling permissions for certain user groups. Organizations that are enabling this feature for the first time should also reach out to support@nexgenam.com for full access.

Step 1: Enable the Company Option

  1. Reach out to support@nexgenam.com for initial setup.
  2. Click Settings > Setup > Company Options.
  3. Click Additional Modules in the menu to the left.
  4. Check off NAMI PM Builder.

Step 2: Adjust User Group Permissions

Even with the company option on, users will not see the option to upload a checklist if their assigned user group does not have access to the feature. Follow the steps below to allow a user group to utilize the PM Builder.
  1. Click Settings > User Groups.
  2. Select the user group you want to adjust permissions for.
  3. Click Edit in the top right.
  4. Scroll down to the Preventive Maintenance section.
  5. Check off NAMI PM Builder.
  6. Click Save in the top right.

Once this is enabled, a user who is a part of this user group will see the option to upload a checklist in a drop-down menu next to +Add in the Checklist section of a parent PM.


InfoNote: You will only see the option to upload a checklist on a parent PM. Make sure the PM you're building a checklist for has a schedule attached!

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