PM Schedule Form - Procedures and Assignments Tab (Edit Mode)

The Procedures/Assignments tab allows you to add procedures and assignments to the PM schedule. When the PM schedule is generated and the PM work order is created, the procedures and participants you place on the PM schedule appear on the work order.

• Procedures are used on work orders to identify specific instructions for the Resource (person) to follow when they complete or close a work order. For PM schedules, procedures make up the checklist of work to complete for the PM. You can add procedures to the PM schedule, and delete procedures from the PM schedule in the Procedures grid on this tab.

• Assignments are the resources assigned to do the work on the work order generated by the PM schedule. In the Assignments grid, you can add assignments to or delete assignments from the PM schedule. You can also assign specific procedures to resources.