Create PM Actions for Objects in Service Line

Explanation 

Use this activity to create PM actions for objects in a structure that a service line is applicable to. You can use an existing PM action or a Work Task Template to serve as the template when creating the PM actions.

Prerequisites

System Effects

Identical PM Actions will be created per service line, for objects in a structure.

Window

Service Contract

Related Window Descriptions

Service Contract
Service Contract/PM Settings
Service Contract/Services
Create PM Actions

Procedure

  1. Open the Service Contract window and query for an active service contract (F3).
  2. Click the PM Settings tab and select an existing PM action line that is created for a service line. Alternatively, click the Services tab, select the service line which you want to create PM actions for.
  3. Right-click and select Create PM Actions. Note:
  1. If you want to create the PM actions using an existing,
  1. If you want to create PM actions using a Work Task Template, select create from Work Task Template check box and enter values to Task Template ID, Action and Maint Org using List of Values. Select Create for Objects that match the Categories in Work Task Template if you want to create PM actions only for the objects that fall under the categories mentioned in the selected Work Task Template.
  2. Define the object or structure that the PM actions should be created, by entering values in Connection Type, Object Site, Object ID and Selection Criteria using drop down lists and List of Values. 
  3. Select OK to create the PM actions for selected objects.