This article will teach you how to assign an existing PM Schedule to a member of the property staff.
- From the Property & Facility menu, click Settings.
- From the Property & Facility Settings page, navigate to the Preventive Maintenance section and click Schedules.
- From the Preventive Maintenance: Schedules page, make sure the applicable Property is selected in the property selector at the top right of the page, then click the Title of the schedule to be assigned.
- From the [Schedule Title] page, click the Details tab, click the drop-down list for the Assigned To field, and then select the user that you desire to assign the PM Schedule to.
- Note: The user list will contain staff users, staff user pools, and vendor contacts that have been granted Preventive Maintenance access. Vendor contacts will be listed underneath their respective vendor company names in bold (for additional information, see Editing Property Work Order Access for a Vendor). Schedules can also be assigned to PM work pools. Created PM work pools will be listed at the bottom of the list under the Work Pools heading (for additional information, see Setting Up & Managing Preventive Maintenance (PM) Work Pools).
- Click the Save button.
- The PM Schedule has now been assigned to the desired staff user or pool.
- Note: If the PM Schedule was already Active when assigning a user, it will affect only those work orders dated for the future, but will not affect any that are within 30 days before the Issue Date. The PM Schedule will trigger work orders to populate the Scheduled tab of the Preventive Maintenance feature 30 days prior to the Issue Date. So any work orders that have already been pushed to the Preventive Maintenance feature will be unaffected and you will need to assign those work orders separately. See Assigning a Preventive Maintenance (PM) Work Order for instructions. See the Bulk Reassign Work Orders Feature article if there are a larger number of work orders to be reassigned.