Adding Calendar Schedule records to a PM Master Job
Perform the following steps to add a Calendar Schedule Record to a PM Master Job:
1. Click
| Preventive Maintenance | Search
2. Select the PM Master Job ID from the Search Grid
3. Click Schedule Records
The Schedule Records Detail will open
4. Click Add
5. Select a Charge Type from the Charge Type dropdown list
6. Select a Charge To by clicking
or 
and selecting a record
7. Select a Schedule method from the Schedule Method dropdown list
8. Select a Frequency Type from the Frequency Type dropdown list
9. Enter a Frequency in Perform Every
For Days enter the number of days
For Months-Date or Months-DOW enter the number of months
10. Click
and Select the Next Due date
To assign this PM Work Order to a specific Mechanic complete the information in Work Order Defaults
11. Select a Personnel from the Assign To dropdown list
12. Select a Priority from the Priority dropdown list
13. Select a Work Order Type from the Type dropdown list
14. Select a Shift from the Shift dropdown list
15. Click Save to update the PM Master with the new PM Schedule Record
For more information on scheduling PM Masters check out Adding Meter Based Schedule Records.