SUMMARY SCREEN
1. Find your PM and select the EDIT button to the far right (if you don't see this use the scroll bar to unhide it).
It might be helpful to find the EDIT button column and "pin" it somewhere easily found.
2. Make your edits and once all areas are good, select Save.
In edit mode you will have the option to change the following information:
- Equipment/Sublocation
- Meter (if PM is on a piece of metered equipment)
- Job Plan
- Frequency Type (this will be grayed out, like in this example, if this PM is on a Sublocation.
- Frequency Value
- Starting Total Meter Value (if PM is on a piece of metered equipment)
- Frequency Unit
- Generation Lead Time Value
- Generation Lead Time Unit
- First Scheduled Compliance Finish Date
- User will also be able to toggle between Active and Inactive (toggle switch)
What the different summary screens look like:
PM on Metered Equipment
PM on a calendar based piece of Equipment
PM on a calendar based Sublocation
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