Adding equipment to PM plans

Add equipment for PM schedules to PM plans. Equipment added to a PM plan is automatically associated with every PM schedule on the PM plan.

Note: You can only add or delete equipment for a PM schedule on a PM plan on the Equipment page of the PM Plans form.

If Work Package is selected for a PM schedule on the PM plan, the system does not create an initial PM work order for the PM schedule when equipment is added to the PM plan.

To add equipment to PM plans:

  1. Open the PM Plans form.
  2. Select the PM plan to which to add equipment, and then click the Equipment tab.
    The system automatically populates Work Order Org. with the organization of work order.
  3. Equipment—Enter the PM equipment to add to the PM plan.
    Note:  Because the equipment details information for the PM plan is stored in the same database table with the equipment information for PM schedules, all of the additional equipment data that is available on the Equipment page of the PM Schedules form is also copied to this tab, although the system does not display the data. Likewise, all location information and handling of dormant periods/bypassing is also carried over from the PM schedule. If necessary, you can update the equipment details on the Equipment page of the PM Schedules form. See Creating Preventive Maintenance Work Orders.
  4. Click Submit. The system updates the Equipment list and populates PM Plan on the Equipment page of the PM Schedules form.
    Add additional equipment to the PM plan as necessary.
    Note: To remove equipment, select the equipment to remove, and then click Remove Equipment.

    If Work Package is selected for the PM schedule(s) on the PM plan and there are work orders with a status of Completed or Awaiting Execution, the system deletes the PM work orders with Awaiting Execution status, makes no changes to completed work orders, deletes the equipment from all of the associated PM schedules, and detaches the PM schedule(s) from the work package.

    If any of the PM work orders for the PM schedule have a status other than Complete or Awaiting Release, the system populates Date Deactivated for the equipment on the Equipment page of the PM Schedules form instead of removing the equipment from the PM.