PM Template Setup | Assign Equipment
There are two ways to assign equipment to an existing PM Template. Both methods are described below.
Important: The equipment’s meter configuration must exactly match the PM Template’s meter configuration. If it does not match, the template will not appear as an option.
Assigning from the Edit Equipment Screen
From the Equipment Index, click the action gear on the right-hand side of the unit and select Edit.
Scroll down to the Settings section. Click the PM Template dropdown and select a template from the list.
After selecting a template, click the Save button at the bottom to apply the changes.
Assigning From PM Template Management
Multiple units can be assigned to a PM Template using the PM Template Management screen. To access this screen, click the gear icon in the top-right corner and select PM Templates.
Click the action gear to the right of the template to which units will be added, then select Add Equipment.
A list of equipment eligible for assignment to the PM Template will be displayed. For a unit to appear on this list, the following conditions must be met:
- The unit must not already be assigned to another PM Template. If it is, it must first be removed from the existing template.
- The Primary and Secondary meter configurations must exactly match between the PM Template settings and the unit’s configuration on the Edit Equipment screen.
Select the equipment to add to the template and click Save to assign. Multiple units can be selected as needed.
Removing Equipment From A PM Template
Equipment can also be removed from a PM Template via the PM Template Management screen. Click the action gear on the right and select Remove Equipment.
Select the equipment to remove from the template, then click Save to apply the changes.
A maintenance template can also be removed from a unit via the Edit Equipment screen by clicking the PM Templatedropdown and pressing the Backspace key.
