Path: Organization > Lookups > Equipment Make/Model / PM Tab
The fields and process used to establish PM criteria for the Equipment Make/Model / PMs Tab are similar to adding PMs to the Task or Equipment windows. It is convenient to use the Make/Model record because the PMs can be applied automatically to new Equipment records. It can also be applied when you add a Base PM Date to existing item 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 one is required.
The PM lines on the Equipment Make/Model / PMs Tab are ranked by the Risk Level you have assigned to the PM line.
If a task line does not have a Risk Level, it is assigned to a category labeled 'Other', which displays below all the numbered levels.
WebTMA compares the Risk Level on each PM line item to the Risk Level on Equipment records that are associated with this Equipment Make/Model record.
The only Make/Model PM lines that are transferred to a given Equipment record are lines with a Risk Level that matches the Risk Level on the Equipment / Identity Tab.
If you also use the optional General Inspections module, you can automatically set up a General Inspection using a Make/Model PM Schedule. Details about this feature are found when you use Help > Search and look for General Inspections and Equipment Make/Model.