A checkbox has been added to the asset record as well as at the class level called “PM Required”. All assets that require a preventive maintenance (PM) schedule should have this checkbox checked. Reports can then be generated showing which assets or classes have PMs associated in the system.
Mark an Entire Asset Class as PM Required
- Navigate to the Asset Plan for the desired asset class.
- Option 1: In the Asset Inventory module, right click on the class and click Edit Class.
- Option 2: In the Asset Plan module, find and click the desired class.
- Click Edit on the top right zone.
- Check the checkbox labeled PM Required.
- Click Save.
Mark a Single Asset as PM Required
- Navigate to the Asset Inventory module. Click Assets > Asset Inventory.
- Open the desired record.
- Click Edit on the top zone.
- Check the checkbox labeled PM Required.
- Click Save.