Creating PM plan headers

To create PM plan headers:

  1. Select Work > WO Planning > PM Plans.
  2. Click New Record.
  3. Specify this information:
    Organization
    Specify the organization to which the PM plan belongs if you use multi-organization security.
    Note: If multi-organization security is activated, i.e., the MULTIORG installation parameter is set to YES, you can only attach PMs of the same organization to a PM plan. A PM plan and all PM schedules attached to the plan must share the same Organization.
    PM Plan
    Specify a unique code identifying the PM plan, and then enter a description in the adjacent field.
    Class
    Specify the class of the PM plan. The classes shown belong to the PM Plan entity.
    Equipment Class
    Specify the class of the equipment. If you select an equipment class, the system restricts attaching PM equipment associated with other classes to the PM plan.
  4. Click Save Record.
Parent topic: Creating PM plans