Create Associated PM Records from Master PM

Technote (troubleshooting)


Problem(Abstract)

Associated PMs do not have any job plan or asset information.

Resolving the problem

It is necessary to create a rotating items, job plans to use the master PM to create associated PM records.

STEPS:

1. Create some job plans with the template type set to MAINTENANCE, change status to active in the Job Plans application:




2. Create a rotating item in the Item Master application with the rotating check-box checked:



Add the item to a storeroom from the "Select Action" menu:



Change the status to active.

3. Create a rotating asset and enter a rotating item in the item field:




4. Create a new Master PM record, enter the rotating item and item set:



Check the check-box "Create Associated PMs for Item's Location" and then check the check-box "Create Associated PMs for Item's Asset":


Go to the "Job Pan Sequence" tab, add a new job plan. Click the arrow next to the Job Pan field to bring up a value list and select the appropriate job plan:



From the "Select Action" menu, create associated PMs.
Select the rotating asset to be used for the associated PM:



 
Associated PM has been created:




5. Check that the asset and job plan have been populated on the associated PM:


NOTE: If you wish to associate a location, then the rotating item should be attached to one or more locations in the locations application.

1. Location BR430 has a rotating item PUMP100 attached:





2. Attach this rotating item in the Master PM:


3. Check the check-box "Create Associated PMs for Item's Lcation":




4. When creating associated PM from the "Select Action" menu, click Locations tab:




5. Select a location and click ok:



6. The associated PM has been created:


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Document information


More support for:

IBM Maximo Asset Management
Master PM Application

Software version:

Version Independent

Operating system(s):

AIX, HP-UX, Linux, Windows

Reference #:

1619995

Modified date:

2014-11-12

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