Apply PM Program

Explanation

Use this activity to apply a PM Program to equipment objects, tool/equipment, or linear assets.

Prerequisites

• Object shouldn’t be applied by another PM Program.
• Sites must have been registered and connected to the users in Application Base Setup.
• Work Order site should be a valid for site in both Work Task Template and PM Program.
• Work Order site should be in OK state in the Work Task Template.
• The Work Task Template should be active and valid.

System Effects

• PM actions will be generated for each connected work task template with all the information from the work task template.
• The PM Program ID and revision will be connected to the Programs tab of the Work Task Template window.
• The Task Template ID and revision will be connected to the Jobs and Templates tab of the PM Action window.
• The date set in the Apply PM Program dialog will only have effect on Task Templates where Calendar based Maintenance Plan exist to set the Start Date or Start Value respectively. Condition based or Event triggered Maintenance Plans will not be affected.

Window

PM Program

Related Window Descriptions

PM Program
Apply PM Program to Objects

Procedure

1. Open the PM Program window and query for an active and valid PM Program (F3).
2. Right-click on an object from the applicable objects tab and then click Apply PM Program. The Apply PM Program to Objects dialog box opens.
3. Enter values in the WO Site fields. Use List to select suitable values.
4. For Calendar based Maintenance Plans, set start date in PM Calendar Trigger Start Date. For other Maintenance Plan types leave the default value.
5. Select Set PM Actions Active if you want to create PM Actions in Active state. (Or else it will be created in Preliminary state).
6. Click OK.