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 over a week ago

1. Create a Duplicate (Copy) PM

Enter the "Manage PM" screen from the menu on the left. 

Duplicate the PM by selecting the duplicate button. 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.

Note: This icon will not appear until you hover your cursor over that area.

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

Then edit the name field. In this example, the "- Copy" will be removed.

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, select the "edit" (pencil) icon next to the name of the Asset associated with the PM.

Note: This icon will only appear once you move your cursor over that area. 

Choose the asset you would like to be associated with the PM. In this example, the Air Conditioning Unit 1A will be assigned. 

3. Update Details for Related PMs

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.

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 and then select the "Yes" button.

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

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