Managing tools for PM schedules

Request tools from a department for specified PM schedule activities and jobs. Record tool requirements of multiple activities for a specified PM schedule. View tools for all activities and all jobs associated to the PM schedule. Alternately you can view tools for a selected activity and all jobs for that activity, or view tools for a selected activity and a selected job for that activity.

To request tools for PM schedules:

Select Work > WO Planning > PM Schedules form.
Select the PM schedule for which to request tools, and then click the Plan Tools tab.

Note: You must enter an activity for the work order before you request a tool.
See Defining Activities of PM Work Orders.
Optionally, select the specific activity for which to plan tools, or select Show All Records to display all of the activity records for the PM schedule.

Note: You may use this selector to view all activities and all jobs, or view tools for a selected activity and all jobs for that activity if you select Show All Records for Job.
Optionally, select the specific job for which to plan tools, or select Show All Records to display all of the job records for the PM schedule.

Note: You may use this selector to view all activities and all jobs if you selected Show All Records for Activity in the previous step, and then select Show All Records for Job. Alternately you may view tools for a selected activity and a selected job but you must select that specific job here.
Click Add Tool.
Specify this information:

Activity

Specify the appropriate activity for the PM work order. Activity Duration is automatically populated.
Note: The activity value is automatically populated if only one activity exists for the selected PM schedule. When two or more exist, Activity must be selected from the list.

Tool

Specify the tool required to complete the activity. The system automatically populates the description of the tool and Tool Org.

Hours Requested

Specify the number of hours the tool is needed for the activity.

Quantity Required

Specify the number of tools needed to complete the activity.
Click Submit.