Assignment of PMs to Maintenance Personnel
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There are three ways to assign PMs to Maintenance Personnel, which will be detailed in this guide. It is important to understand the different scenarios of PM Assignment, so that the correct method is used based on your desired outcome.
PM Assignment – CMMS Admin – PM Setup Page
When PMs are assigned to Maintenance Personnel through CMMS – Admin – PM Setup (shown below), these PMs are indefinitely assigned to the specific Maintenance Worker, until changes are made in this Admin section by Maintenance Leadership.
Example: If a Weekly PM is assigned to Maintenance Worker John Doe for this week, he will remain assigned to that Asset’s Weekly PM indefinitely moving forward, without Maintenance Leaders having to go in and assign him the same PM each week.
- Navigate to CMMS – Admin by selecting CMMS, then Admin
- From the CMMS – Admin Page, select the PM Setup tab
- Click inside the Assigned to field to assign Maintenance Personnel
- Select the appropriate Maintenance Worker
- Click the BLUE check mark to Save
Tip: To assign all PMs associated with a specific Asset to one specific Maintenance Worker, follow the below instructions.
- Click the + symbol to access the PM Setup “popup” screen
- Click the drop down next to Assigned to and select the appropriate Maintenance Worker
NOTE: This will auto-populate each respective PM associated with this Asset. It is a quicker way to assign PMs in bulk, vice individually, one by one.
PM Assignment – CMMS Calendar
When PMs are assigned to Maintenance Personnel through CMMS Calendar, these PMs are ONLY assigned for that specific PM event.
Example: If a Weekly PM is assigned to Maintenance Worker John Doe for this week, when next week’s PM is generated, it will NOT be assigned to him. This is necessary in cases where specific Maintenance Personnel are out on vacation and someone else will be filling in, in their absence.
- Navigate to CMMS Calendar by selecting CMMS, then Calendar
- Select the appropriate PM to Assign by clicking in the Assigned to field
- Click the BLUE checkmark to Save
NOTE: Assignment of PMs from this page (CMMS Calendar) will not auto-generate the Maintenance Personnel assignment for future PMs. This is intended for one-time events, such as when someone is out on vacation.
PM Assignment – CMMS Details
When PMs are assigned to Maintenance Personnel through CMMS Details, these PMs are ONLY assigned for that specific PM event.
Example: If a Weekly PM is assigned to Maintenance Worker John Doe for this week, when next week’s PM is generated, it will NOT be assigned to him. This is necessary in cases where specific Maintenance Personnel are out on vacation and someone else will be filling in, in their absence.
- Navigate to CMMS Details by selecting CMMS, then Details
- Select the appropriate PM to Assign by clicking in the Assigned to field
- Click the BLUE checkmark to Save
NOTE: Assignment of PMs from this page (CMMS Details) will not auto-generate the Maintenance Personnel assignment for future PMs. This is intended for one-time events, such as when someone is out on vacation.
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