Gain knowledge of more complex procedures in preventive maintenance records like cloning, linking assets, and adding images.

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PPP03|Complex Preventive Maintenance Procedures

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Agenda
Cloning Procedures Defined
Complex Procedure Tasks
Linking Assets

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Cloning Procedures Defined
Cloning Procedures Overview
Clone Record

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Cloning Procedures Overview
Clone existing Procedures when new record
should have similar attributes to existing
Procedure

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Cloning Procedures Overview (cont’d)
New Procedure ID comprised of original
Procedure ID plus incremental number
Many associated features carried over (tasks,
costs, etc.)

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Clone Record
Select Procedure record to be Cloned
Select Clone button

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Clone Record (cont’d)
Example of cloning record:

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Complex Procedure Tasks
Special Task Formatting
Specification Tasks
Limit Task by Class
Tracked Tasks

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Special Task Formatting
HTML can be used to further customize the
format and style of text for Tasks
HTML information can easily be found online

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Special Task Formatting (cont’d)
Example of using HTML to change Font Color:

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Special Task Formatting (cont’d)
Example of using HTML to change Font Size:

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Special Task Formatting (cont’d)
Images can be added to tasks for clear
description

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Special Task Formatting (cont’d)
Website links can be added to tasks with the
proper formatting
Allows users to retrieve information from
outside sources directly from task

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Specification Tasks
Tasks auto-update respective Asset
Specification record
Value entered in Work Order Specification
Task will update value for Asset Specification

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Specification Tasks (cont’d)
Value of Specification Tasks for Procedures:
• Ensure consistency (timely measurements)
• Track over time (data analysis)
• Allows Technicians to update data directly from
Work Orders

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Limit Task by Class
Limits display of task to specific Asset
Classification
Helpful for tasks included in a large list that
pertain to specific Classification

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Tracked Tasks
Task will be tracked in Asset module (listed in
Asset history)
Example: 15,000 Mile Check

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Linking Assets
Link Asset Directly
Link Assets by Class
Link All Assets

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Link Asset Directly
Designate a Task for specific Asset
Ties Task to different Asset than Work Order
Asset

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Link Asset Directly (cont’d)
Example of linking Asset directly:

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Link Asset by Class
Display multiple Assets on a single Work
Order
Work Order is created:
• Assigned to specific node on Asset Tree
• Task created for all Assets matching Class below
node of Asset Tree

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Link Asset by Class (cont’d)
Example of linking Asset by Class:

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Link All Assets
Link task to Assets below designated node of
Tree
Work Order is created:
• Task created for all Assets below selected node
of Tree
• Separate tasks appear on Work Order Tasks page
for each Asset

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Link All Assets
Example of linking All Assets:

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Link Assets and Add Tasks: Example
Now let’s take a look at adding a Specification
Task to a test Procedure, linking a task by
Classification, and adding the Procedure to an
Asset!

26. Thank You for
Watching!