There are 2 ways of creating PM Events from your PM Calendar.  Both offer the same functionality.


Method 1:

  1. Hover over the Dispatch tab near the top of the page and click PM Calendar when the drop-down appears.

  2. Click the Add New drop-down menu.

  3. Select Maintenance Event for a single Asset.  Select Maintenance Event Multiple for all Assets in a single Asset Group or all Assets in a selected Building.

  4.  You should now see the PM Calendar - New Item window.  Enter the necessary information.
    Note: Title, Start Time and End Time are required fields.

  5. Click Save when done.


Method 2:

Note: Method 2 defaults to Maintenance Event which is for single Assets.  To change to Maintenance Event Multiple for multiple Assets, select Maintenance Event Multiple in the Content Type drop-down menu in the form.  Please keep this in mind for Step 4.

  1. Hover over the Dispatch tab near the top of the page and click PM Calendar when the drop-down appears.

  2. Hover over the date in the calendar you want to create a PM Event on.

  3. Click the + Add button when it appears (or just double-click on the date box). 

  4. You should now see the Maintenance Event window.  Enter the necessary information.
    Note: Title, Start Time and End Time are required fields.

  5. Click Save when done.