Add an Assignment to a PM Schedule

When you assign a resource to a PM schedule, that resource becomes responsible for completing each work order generated by the PM 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 a preventive maintenance on the AHU-01 air handler unit.  So, you assign William to the PM schedule for AHU-01.

Resources can be added to a new PM schedule or to an existing PM schedule. To add a resource to a PM schedule, follow these steps:

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

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

2. Click the Procedures and Assignments tab.

3. In the Assignments 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.