Adding Meter Based Schedule records to a PM Master Job

Perform the following steps to add a Meter Based Schedule Record to a PM Master Job:

NOTE: This can only be done on a PM Master Job with a Schedule Type of Meter


    1.  Click| Preventive Maintenance | Search

    2.  Select the PM Master Job ID from the Search Grid

    3.  Click Schedule Record

         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 clickingor  and selecting a record

    7.  Select a Meter from the Meter dropdown list

    8.  Enter a Last Due meter reading

         This should be the last time the PM was performed

    9.  Enter the Perform Every interval

         How often should the PM be performed 

  10.  Select a Mechanic from the Assigned To dropdown list

  11.  Select a Priority from the Priority dropdown list

  12.  Select a Work Order type from the Type dropdown list

  13.  Select a Shift from the Shift dropdown list

  14.  Click Save to update the PM Master with the new Meter Based Schedule Record


More information on scheduling PM Masters check out Adding Calendar Based Scheduled Record.