Template PME at the MA level

One of the key tools the system admin and business leaders have is the ability to preset templates. This extends to PME, which can be linked as assets.

Setting a PME Template

Go to: Compliance > Planned Maintenance events > List

Filter the display to "Template Only"; this example is currently blank. To start the process, click "Add"

The first part to complete requires the following data to be completed,

Name = e.g. Quarterly Water Tank inspection

Next or previous date = Add the relevant date

Repeated event entity type = Request

Who should handle this?= Select your company

Assigned group = Select the default internal team 

Asset type names = Select the asset type(s) that apply to this set-up

Once completed, click Show.

There are 3 additional required fields.

Frequency = days/weeks/months/years

Message template = Selects the wording applied within the Request. Template guide

Document Library Type = This will automatically save your document in the Document Library with the selected document type and dates based on the upload date and next occurrence. 

This then adds the template to your company and is now an option at the building level. You can access this either via the on-screen option or through bulk upload.