One of the key tools the system admin and business leaders have is the ability to preset templates. This extendeds to PME which goes all the way to link them as assests.
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 relevent date
Repeated event entity type = Request
Who should handle this?= Select your company
Assigned group = Select the deafult internal team
Asset type names = Select the asset type(s) that applies to this set up
Once completed click show.
There are 3 additional must completes
Frequency = days/weeks/months/years
Message template = This selects the wording that is 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 date of upload and next occurrrnce.
This then adds the template to your company and is now an option at the building level. This can be access either via the in screen option or bulk upload.