How do I associate a piece of equipment to a Preventive Maintenance template?

Associating a piece of equipment to a template pushes all of the template tasks to the piece of equipment. This section describes associating a template to a piece of equipment.

To associate a piece of equipment to a template:

1. Click Go To > Preventative Maintenance > Equipment Search.
2. Use the SEARCH or column filters to locate the desired piece of equipment.
3. Select the piece of equipment from the search grid.
4. Click MORE, and select Template.
5. Select an EQUIPMENT template and click ASSOCIATE.
6. The piece of equipment is now be linked to the selected template and any tasks on this template are automatically copied to the piece of equipment.
7. (Optional) To remove an association from this template, click DISASSOCIATE. Note: your access level may not allow you to view the Template tab.