How do I reassign Preventative Maintenance tasks?

Preventive Maintenance tasks can be reassigned individually or in bulk to assign or redistribute work. The following steps illustrate how to reassign current active tasks to a new assignee. To reassign future scheduled tasks please utilize the Equipment Task List.

To reassign from the PM Task List. 

1. Click GO TO > PREVENTATIVE MAINTENANCE > PM TASK LIST.
2. Select the check boxes to the left of the PM Task (or group of PM Tasks) to be reassigned.
3. Click the Actions drop-down and select Reassign:
   
4. In the dialog box, select the appropriate assignee, notification method, and add a message if applicable.                                     
5. Click SAVE.

To reassign from within a specific PM Task:

1. Click GO TO > PREVENTATIVE MAINTENANCE > PM TASK LIST.
2. Click the specific PM Task's Request Number to be brought to the task page.
3. Click REASSIGN: 
   
4. In the dialog box, select the appropriate assignee, notification method, and add a message if applicable.
5. Click SAVE.

To reassign a bulk group of PM Tasks:

1. Click Go To > Preventive Maintenance > PM Task Reassign:
   
1. Option 1 – assign all PM tasks from one engineer to another engineer.
2. Option 2 – assign all PM tasks for a specific piece of equipment or equipment category to a specific engineer.