Fullscreen Image

PM Date Update

The PM Date Update tool allows you to update the next due date for multiple PMs all at once rather than updating each PM individually.

To use the PM Date Update tool, follow these steps:

  1. From the Tools menu, select Data Maintenance > Schedules > PM Date Update

    The PM Date Update window opens.

  2. From the Query Form drop-down menu, select the asset query form to use to locate the set of PMs that you want to update.

  3. Click Next.

    The Asset Query page opens.

  4. Specify your search criteria.

  5. Click Execute.

    The results of your query are displayed on the PM selection window.

  6. From the Frequency drop-down menu, and select a PM frequency to narrow the query results.

    The window updates to include only those PMs with the chosen frequency.

  7. Make a selection from the Results Viewer drop-down menu if you want to sort the list of PMs.

  8. Select the check boxes to the left of the PMs you want to update.

    You can use the Select All button to select all PMs.

  9. Click Next.

    The Next Due Date window appears.

  10. From the Next Due Date drop-down calendar, select the new due date for the selected PMs.

  11. Click Next.

    The Finish PM Update window appears.

  12. Click Update.

    A message is displayed indicating the number of updates.

  13. Click Close to exit the PM Date Update tool or click Start Again to start the PM Date Update tool again.