Steps in the screenshots correspond to the numbers in the headings.
1. In the Work Module, click on the Navigation Pane and select Planner/Scheduler and click on Planning.
There are actually two ways to do this:
2. First way is to select the check box next to a PM Plan that is already active.
3. Then simply select the INACTIVATE button.
You are now in the the records for each piece of equipment.
Users will ONLY be able to select PM Plans that are active from the grid. If the line is grayed out that means the PM plan is already inactive. If you wanted to activate an inactive PM you will have to do that through the EDIT button.
4. The user will receive a pop up to confirm the inactivation of this PM. Select YES.
5. The PM is now inactive and will not regenerate until it is turned back on via the ACTIVATE button.
The second way to cancel a PM is via the EDIT button:
6. To the right of the PM line in the grid (users may have to scroll over to see it) select the EDIT button of an active PM.
7. Select the toggle in the upper right and change it from ACTIVE to INACTIVE.
8. Select SAVE.
9. The PM is now inactive as shown in the grid (grayed out).
This PM will NOT regenerate until it is made ACTIVE again via the same process.
A question you may have is "so with that “inactive” PM toggle, does that count as a missed PM or left out of the PM Completion KPI?"
The answer is - Marking a PM as inactive does not affect any open PM work orders. So, if those are not canceled and duplicated, they will still count as a missed PM. Anything that was supposed to generate after the PM was inactivated would not generate and would not count as a missed PM.
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