Disabling a Piece of (PM) Equipment

Updated on May 20th, 2025

This article will teach you how to disable an active piece of preventive maintenance equipment.

  1. From the Property & Facility menu, click Settings.
  2. From the Settings page, navigate to the Preventive Maintenance section and click Equipment.
  3. From the Preventive Maintenance: Equipment page, ensure the applicable property is selected in the property selector in the upper-right corner of the page, then click the Name of the equipment you wish to disable.
  4. From the [Equipment Name] page, click the Actions button and select Deactivate.
  5. Once the Deactivate Equipment window opens, it will notify you if the equipment is currently in use and will list the applicable PM schedule(s). If the equipment is in use, it must be replaced in the schedule(s) before it can be deactivated.

If the equipment is currently in use:

  1. The Deactivate Equipment window will state: "This equipment is currently in use by the schedules listed below. Before this equipment can be disabled, it MUST be replaced as the equipment for these schedules."
  2. Click on the applicable schedule Title from within the Deactivate Equipment window.
  3. The page will navigate to the Schedule Details page.
  4. Choose a different piece of equipment to apply to the schedule in the Equipment drop-down.
  5. Once you have made your selection, click Save.
  6. Repeat the above steps for each schedule associated with the equipment, then navigate back to the Equipment Details page and follow the steps below.

If the equipment is not currently in use:

  1. The Deactivate Equipment window will state: "Please note that any PM work orders that have already been scheduled for the piece of equipment you are deactivating will have to be manually cancelled."
    • Note: Any existing work orders for equipment that has been disabled will possess an asterisk next to the equipment Title in the Equipment Information section of the left sidebar on the PM Work Order [PMO#] Details page for identification purposes, and would require manual cancellation. To cancel, go to the Actions menu and select Cancel. Then, enter any comments in the Comments box of the Cancel PM Work Order [PMO#] window and click Save.
  2. Click Deactivate.
  3. The equipment has now been deactivated and will move to the Inactive tab on the Equipment index page, and the status icon will now say Inactive and change from green to grey.