1. From the PM Plans home screen select the +Create PM button.
2. Enter an Asset ID (must be an exact match) or search for an Asset ID.
Users can use the Search Asset ID box to search for a SPECIFIC asset or use the Search Equipment button shown below.
3. Once you have selected your metered asset you will be prompted to select a meter on that asset. There could be one or more meters on a specific asset.
4. Select Save.
5. Click into the Job Plan bar and Search/Select for an existing Job Plan.
6. Find the Job Plan and then hit the Select Button.
7. Enter a Frequency Value.
8. Enter a Starting Total Meter Value. This will be what is displayed on the meter currently.
The default will be the last reading that was recorded and if this is a new meter the default will be zero. This can also be manually entered if need be.
9. Users also have the option to select a Create Work Order Now by selecting that checkbox.
10. Then enter the first Compliance Finish Date.
11. Information on the new PM and a link to PM documentation will be populated on the right of the screen.
12. Finally select SAVE to create the PM.
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