How to Add PMs to a Record

Path: Organization > [ITEM] > Records / PMs Tab

The Equipment, CE Equipment, Areas, Entities, Groups, Vehicles, Assets, Facilities, Buildings, Floors, or Tools windows include a PMs Tab. You can create or modify PMs for the individual record from this window. Information added to a record is also added to the Task / PMs window. Remember that metered PMs can only be set from the item's PMs Tab.

1. Open the PMs Tab on the window of your choice.
2. Click Edit on the WebTMA toolbar.
3. Click the Add PM link at the top of the grid.
4. Locate the appropriate task using choices on the Item Selection popup window.
5. Click the Add Selected button on the popup, and Close the window.
6. Complete the required fields and any elective fields needed.
7. Click the Apply To Checked link at the upper right of the grid.
8. Click Save on the WebTMA toolbar.

See How to Edit PMs for instructions on changing and saving data in the fields on this window to add or change any of the PM details.

Be certain to click the Apply To Checked link; otherwise, your changes are not saved.