Add a Participant to a PE Schedule

When you assign a resource to a PE schedule, that resource becomes responsible for completing each work order generated by the PE schedule. When TMS generates each work order, the resource is pre‑assigned.

For example, you know that William Shakespeare is the technician (resource) who is always responsible for performing fire drills in Building A, you assign William to the PE schedule for fire drills in Building A.

To add a participant to a PE schedule, follow these steps:

1. Open the PE schedule you want to add a participant to on the PE Edit page.

   You can create a new PE schedule or use PE Edit or PE Query to locate an existing PE schedule.

2. Click the Procedures and Participants tab.

3. In the Participants area, do one of the following:

   • Click the New Resource button, select a resource from the drop-down menu, and then click Save. (You can also add a procedure from this dialog box, if needed).

   • Select a resource from the drop-down menu on the right side of the grid.

4. Click Save.