Duplicate & Update PMs

How to Create a New Duplicate PM, Assign it to an Asset, and Update the PM details for all Related PMs

Cynthia Blanco avatar
Written by Cynthia Blanco
Updated this week

Table of Contents

1. Create a Duplicate (Copy) PM

Navigate to your PMs by going to Locations > Select Your Locations > PMs.

Duplicate the PM by selecting the duplicate icon. Duplicating a PM will create a second PM with the text "- Copy" appended to the name.

Also, the two PMs will be associated or "linked" to each other. This will make it easy to update the two PMs in the future.

Update the name of the new PM by selecting the new PM. 

Then edit the name field.

2. Assign the New PM to a Different Asset

When the PM duplicate was made, all of the information within the PM was also duplicated, including the instructions, schedules, and assigned asset.

To update the assigned asset, hover next to the asset associated with the PM. Click on the pencil icon when it appears.

Choose the asset you would like to be associated with the PM. In this example, the Greens Mowers will be assigned. 

3. Update Details for Related PMs

First, update the schedule for one of the PMs. In this case, we will update the first schedule on the list to be done yearly on the first Monday of October.

Select the relations button for the PM that has the updated schedule.

Uncheck the information boxes and leave only the "Schedules" box checked. Select all of the PMs that need to be updated. In this example, all four related PMs are selected.

(Note: the capability to bulk update PMs is very powerful, but it should be used with caution. Be sure to only check the desired options.)

Select the "Update" button, then select "Yes."

Now, all of the PM Schedules are updated to match the first PM.

(Note: the process described here can be used for updating the Name, Schedule, Instructions, Settings, Assignment, Description, and Parts. In this example, the schedule will be updated for multiple PMs.)

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