PM Route Workflow Procedure Using PM Templates

QAD Enterprise Asset Management 2017.1 > User Guide > Maintenance > Preventive Maintenance (PM) > PM Route Workflow Procedure Using PM Templates

The following procedure shows how to enter DUOM readings for multiple pieces of equipment using work orders with a route MIL issued from a PM template.

PM Route Workflow Procedure Using PM Templates

1 Create a route MIL and add steps to the MIL. On each step, attach a piece of equipment. See Creating an MIL.

Note: Each piece of equipment must have the DUOM set up. See Defining the DUOM for Equipment Readings.

Create a Route MIL

2 Create a PM template and set the Issue Method to DUOM, Calendar, Both, or Event. See Creating a PM Template Record.

3 Attach the MIL, which was created for the pieces of equipment, to the PM template. See Adding MILs to a PM Template.

Attach the MIL to the PM Template

4 Create a work order from the PM template. The MIL that was attached to the PM template is automatically added to the work order. See Create Work Orders from PM Templates.

5 To enter the readings, open the work order and select the Instruction List submenu. Enter the date and the readings for each piece of equipment.

Note: If there are any out-of-tolerance readings, see Defining the DUOM for Equipment Readings.

Entering Equipment Readings

6 When the next PM is due, as determined by the PM template’s Issue Type, create another work order from the PM template and enter the equipment readings for each machine.