Bulk reassigning PM (Preventive Maintenance) Tasks, PM Templates, or PM Assets in Limble can be done efficiently using various tools and methods. Below is a comprehensive guide to help you manage reassignments effectively.
Reassignment of PM Tasks in Bulk
Using Bulk Actions
Navigate to Manage Work in the left navigation menu.
Apply filters to narrow down the Tasks you want to reassign (e.g., by user, team, or unassigned Tasks).
Click Bulk Actions > Reassign Tasks.
Select the Tasks you want to update.
Choose the new assignee (user or team).
Confirm the reassignment.
Bulk Reassignment of PM Templates
Reassigning PM Templates to a Specific User.
Navigate to PMs on the left side of Limble.
Go to Bulk Actions > Reassign PMs.
Search for the current assignee (e.g., a role like "1st shift engineer").
Select all Templates you want to reassign (repeat for multiple pages if necessary).
Click Select at the bottom.
Select the desired user(s) or Team(s).
Click Select at the bottom.
Confirm the reassignment.
Reassigning Specific Upcoming PM Tasks
Navigate to the PM Templates associated with the Tasks you want to update.
On the template’s Schedules column, select its “Next Due on…” date.
Select the user assigned to that specific upcoming Task.
Select the desired user(s) or Team(s).
Click Select at the bottom.
Confirm the reassignment for the specific upcoming PM Task.
Close the Upcoming Schedules screen.
Asset-Specific Reassignments
Reassigning single Tasks to a Different Asset
Open the task created from the work request.
Click the assigned Asset at the top of the task.
Select Change Asset and choose the new Asset.
Bulk Changing PM Templates to a New Assigned Asset
Open Manage PM Templates.
Select Bulk Actions > Change PMs' Asset.
Choose the PM Templates to move.
Click Select at the bottom.
Select the target Asset.
Click Select at the bottom.
Please note: Each PM Template can only be assigned to a single Asset using this bulk change option. If you wish to add multiple Assets to a PM Template, you would need to do that by clicking the pencil icon to the right of its current Asset name on the Manage PM Templates page.
Conclusion
Limble offers multiple tools and methods to streamline the reassignment of PM Tasks, PM Templates and PM Assets. By leveraging bulk actions you can efficiently manage assignments and ensure smooth operations.