Schedule Merge

If you want to merge asset and PM information from one asset into another asset, you can use the Schedule Merge Wizard.  Launch the Schedule Merge Wizard in the Tools menu by selecting Data Maintenance > Assets > Schedule Merge.

To use the Schedule Merge Wizard, follow these steps:

1. Tools > Data Maintenance > Assets > Schedule Merge

   The Welcome to the Schedule Merge Wizard! screen opens

2. Click Next

   The Asset screen opens.  Select a Segment, an asset to merge, and the asset to merge into

3. Complete the Segment field, Asset Number field, and Into Asset field

   The Into Asset is the asset that remains in TMS

4. Click Next

    If an asset number does not exist in the Segment you selected, an error message (for example, Asset Into Number does not exist) appears

   The PMs page opens

5. In the PMs screen, you will select the PMs to keep on the merged asset (all of the PM templates associated with the assets that are being merged)

   By default, TMS keeps all of the PMs

6. Click Edit next to a PM record to indicate whether you want to Keep or Merge to PM

7. Click OK to close the PMs box

8. Click Next. The Schedule Merge Confirmation screen opens

9. Note that the Schedule Merge can't be undone

10. Verify that the information on the confirmation screen is correct and click Merge

    The Schedule Merge Complete screen opens when the assets and the PMs have merged

11. Click Start Again to start the Wizard over, Close to close the Wizard, or Close and See Results to close the Wizard and see the results

Schedule Merge Log

In the lower left corner of the Wizard, click Log to view the Schedule Merge log file.  TMS launches the Schedule Merge log which tracks the changes made to the assets and PMs.  The log records the asset to merge, the asset it merged into, and the PMs kept and deleted.