The Global Task Library contains Preventive Maintenance (PM) tasks that are commonly used at properties and are available to be added at the property level.
In order to utilize the global tasks to create PM schedules, you must add the global tasks to a property:
- From the Property & Facility menu, click Settings.
- Under the Preventive Maintenance heading, click Tasks.
- On the PM Tasks page menu, select the appropriate property in the property selector drop-down list, located underneath CHOOSE FILTERS.
- Below the property selector, you will see two tabs, All Active and Library. All Active denotes the Tasks that have been added to the specific property. Library denotes the global list of Tasks from which to choose.
- To add global tasks to a property, click the button Copy Task From Library, located above the list of Tasks.
- The Copy Global Task(s) To Property window will appear. Select the task(s) you wish to add to the property (you can select multiple tasks at the same time by holding the Ctrl key while you click the task names).
- Then select the appropriate property from the property selector drop-down list.
- Click Save.
- The global tasks you’ve selected will now appear on the PM Tasks page under the All Active tab, and they are now available to use in conjunction with your PM Equipment to create new PM Schedules.
- To add property-specific tasks that are not in the Library, see Creating a New Preventive Maintenance Task.