Path: Organization > Lookups > Biomed Make/Model / PMs Tab
The fields and processes used to establish PM criteria for the Biomed Make/Model / PMs Tab are similar to adding PMs to the Task or Biomed windows. It is convenient to use the Make/Model record because the PMs can be applied automatically to new Biomed records. It can also be applied when you add a Base PM Date to existing records if desired.
Before you can assign the PM criteria, you need to select the PM Task and assign a Risk Level to the task for this Make/Model. Assignment of the Risk Level at this point is a critical step because you cannot edit a PM task line on this window. If changes are required in the future, delete the line and re-create the task line.
To add task lines, click the Add PM link, and make your selections.
Be sure to add a Risk Level number to the Set Risk Level field.
If a task line does not have a Risk Level, it is assigned to a category labeled 'Other', which is below all the numbered levels.
The PM lines on the Biomed Make/Model / PMs Tab are ranked by the Risk Level you have assigned to the PM line.
WebTMA compares the Risk Level on each PM line item to the Risk Level on Biomed records that are associated with this Biomed Make/Model record.
The only PM lines that transfer to a given Biomed record are lines with a Risk Level that matches the Risk Level on the Biomed / Identity Tab.