Create a PM with a Checklist Procedure

Now that you have created at least one checklist procedure and one asset record to which the checklist procedure will be applied, you need to create a checklist PM to associate the asset and checklist procedure.

To create a PM with a checklist procedure, follow these steps:

1. Retrieve the asset that you will be creating the PM for by clicking Assets > Asset Query or Assets > Edit, if you know the Asset Number.

2. Click the PM Info tab.

3. In the PM Information area, click New. 

   The PM Schedule New window opens.

4. Complete all of the required fields.

5. Click Save.

   The PM Schedule Edit window opens.

6. Click the Procedures and Assignments tab.

7. In the Procedures area, click New.

   The Procedure window opens.

   Checklist procedures can also be created by clicking Modules > Procedures > New and checking the Checklist option.

8. Click Lookup.

   The Procedure Query window opens.

9. Check the box next to Checklist in the Options area of the Main tab.

10. Click Execute.

11. From the list of records, double-click the checklist procedure that you want to add to your PM schedule.

    The Procedure window opens where all fields in the pop-up window are completed.

12. Click Save to add this procedure to the PM schedule, or Another to add this procedure and begin another procedure.

13. When you're done adding checklist procedures, click Save in the toolbar.

14. Click the red X in the upper-right corner of the PM Schedule Edit window to close it.

    The Asset Edit window appears.

15. Click Save in the Asset Edit screen toolbar.

    You can only have one Checklist PM per asset.  Checklist procedures are available only if the Checklist box is checked on the Procedure Query screen.