How to Edit PM Details

If you wish to change the task code, you can edit or double-click the line to change from one task code to another.

Details on the PMs Tab of Equipment, Areas, Entities, Groups, Vehicles, Assets, or Tools windows can be changed when you add a PM, or you can change them later. If you have only one PM task on an item window, the default display shows the details for the PM.

Information added to a record is also added to the Task / PMs window for that item. The most recent changes made on either the item or Task / PMs window are reflected in both modules.

1. Open the PMs Tab on the window of your choice.
2. Click Edit on the WebTMA toolbar.
3. Click the Modify link at the top of the grid.
4. Mark the check box and click the desired line item in the grid.
5. Modify any of the fields in the lower section of the window.
6. Click the Apply To Checked link at the top of the grid.
7. Click Save on the WebTMA toolbar.

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