Since a PM schedule can only be attached to one asset, it's common to create identical PM schedules for different assets. Different pieces of equipment often require the same type of maintenance. There are tools that make it easier to create these duplicate PM's, like using tasks to fill in the description, but the most efficient way to copy a PM schedule to a group of assets is by using the Distribute PM's option. This feature can be found on the navigation screen, under the heading "PM Center."
You will see a filterable list of assets. Use this to select the asset that has the PM schedule you wish to copy.
Click Select to choose the asset. Once you have chosen the asset you want to use, you will be taken to a screen like this:
This shows all of the PM Schedules that have been created for this asset. Check the box for the one you want to copy and uncheck the boxes for the others.NOTE: You can copy multiple PM Schedules by checking their boxes.
After you have your PM Schedule(s) selected, click the Configure Tree button to begin searching through your assets.
This window will allow you to decide how the assets will be organized, so you can find them more easily. The left column contains all of the fields that exist on the assets table. Simply drag a field from the left side to the right side and drop it. For this example, we will first separate the assets by Department and then, by Building. Just drag the Department field to the right side and then, do the same with the Building field. You can use whatever fields you'd like to help you locate the assets you want.
Just click the Save button when you're finished. The lower part of the screen is now populated.
The section on the left contains the "tree" that we just set up.
First, there are folders that represent the different values for the Department field. Click one to expand it. Then, you will see folders within it. These are the different values for the Building field. Click on one of those folders and the right side of the screen will be populated with the records that meet the criteria. In this case, I'll choose "MAINT" for the Department and "1" for the Building.
These are the assets with "MAINT" for the Department field and "1" for the Building field. Now that we've looked up the assets we want, we can just check the boxes for the ones to which we want to copy the PM Schedule. Now we have a PM schedule and some assets selected, so we can copy that PM schedule to those assets. The last thing to do it click the button that reads "Copy PM's to the Assets."
You will be asked to confirm that you're sure and, once you click Yes, the PM schedules will be copied.
This is a great tool for saving you time when you have a lot of PM schedules to create for different assets. You can also access this feature by clicking the Copy PM Schedule button on the asset screen.