Add an Asset to Schedule

1. Click Add.

   A lookup opens allowing you to select one or more assets or locations.

2. Use the tools in the lookup to locate and select the Assets/Locations to add them to the My Selection(s) list.

3. If you want to modify asset information, click the asset to open the Asset/Location dialog box.

   You may want to update:

   • Route Order: Route order determines sequencing for work order generation, which is useful for print order in some organizations.

   • Last Generated/Last Completed: For date-based schedules, these dates will be used to calculate the next schedule date. For more information on these options, see the Schedule tab. By default, the current date will be listed for a newly added asset.

   • Meter 1 Last Interval/Meter 2 Last Interval: For meter-based schedules these readings can be used to calculate the next scheduled maintenance.

   • Occurrence Counter: This value defaults to 1 and indicates that the next procedure will be the first occurrence of maintenance performed on this asset under this schedule.

   • Next Scheduled Interval Counter: Indicate which scheduled interval this asset should be maintained. This value defaults to 1, but can be modified, if this is a multiple procedure schedule and this asset will not be maintained every time. For example, if you want the next scheduled maintenance to be the quarterly maintenance change the field to 3.

   • Organizational Attributes: The dialog box lists several organizational attribute fields (for example, repair center, shop, tool room).

     • Repair Center, Stock Room, Tool Room: The repair center is retrieved from the asset record. If no repair center is designated in the asset, the repair center of the logged in user is displayed. The stock room and tool room listed correspond to the repair center displayed.

       If a procedure includes estimated parts or tools without a stock room or tool room, these values will be used when the work order is generated.

     • Shift: By default, the generated work order will have the shift defined on the PM Details tab. If this asset should be assigned to a different shift, you can specify the shift here.

     The remaining organizational attributes listed are retrieved from the asset record. If no value exists for the asset, the field will be empty. If you want to specify default values for empty asset fields you can do so here.

     The values entered here take precedence over the values stored with the asset when work orders are generated, unless the Use Asset Defaults indicator has been checked. In that case, the values for these attributes will be dynamically referenced at the time of work order generation.

4. Click Apply.

   The selected assets or locations appear in the list on the Assets page. To remove a listed asset classification, click the arrow preceding its name.

5. Click Save.