The Assign PM instruction type can be used to automatically schedule a PM upon completion of another PM. This is useful when a maintenance task is dependent on another.

This article will teach you how to set up the Assign PM instruction type.

Process

In this example, after the "Check Wheel Bearings" PM is completed, the "Daily Mow" PM will need to be triggered using the Assign PM instruction.

Make sure the PM that will be triggered from the PM instruction is already created.

Then, navigate to the Manage Assets page and select the desired asset.

Select the PM that needs to be completed first in the sequence.

Click the "Add Instruction" button.

Select the "Assign PM" instruction type, then click "Select."

From the newly generated instruction, click "Pick PM."

Select the appropriate PM. In this example, we will use the "Daily Mow" PM. 

Now the "Daily Mow" PM will be triggered when the instruction is selected.

To see what this PM will look like for the technician, select the "Preview" button. 

As seen in the image below,  the "Daily Mow" will automatically be assigned after the "Check Wheel Bearings" is completed. 

How to Create a PM / PM Template

Advanced Task Instruction Types

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