This article will teach you how to create and manage PM work pools for preventive maintenance routing.

To create a new PM work pool:

1. From the Property & Facility menu, click Settings.
2. From the Property & Facility Settings page, navigate to the Preventive Maintenance section and click Work Pools.
3. From the PM Work Pools page, click the Actions button and select Add Pool.

• Note: If you manage multiple properties, ensure that you have selected the correct property that you desire to create a staff user pool for in the upper-right corner of the page.
  

4. Once the Add New Pool window has opened, enter the desired name of the PM work pool in the Title textbox, and click the Save button.

To add a user to an existing PM work pool:

1. From the Property & Facility menu, click Settings.
2. From the Property & Facility Settings page, navigate to the Preventive Maintenance section and click Work Pools.
3. Click the name of the applicable PM work pool.
   
4. Once the Pool: [Pool Title] window has opened, click the name(s) of the applicable user(s).
5. Click the arrow pointing to the right and then click the Save button.
6. The staff users have now been added to the applicable PM work pool.
   • Note: Staff users that are included in the PM work pool will be listed within the box on the right.

To remove a user from the PM work pool:

1. From the Property & Facility menu, click Settings.
2. From the Property & Facility Settings page, navigate to the Preventive Maintenance section and click Work Pools.
3. Click the name of the applicable PM work pool.
   
4. Once the Pool: [Pool Title] window has opened, click the name(s) of the applicable user(s).
5. Click the arrow pointing to the left, and then click the Save button.
6. The staff users have now been removed from the applicable PM work pool.

To delete an existing PM work pool:

1. From the Property & Facility menu, click Settings.
2. From the Property & Facility Settings page, navigate to the Preventive Maintenance section and click Work Pools.
3. Select the checkbox(es) next to the applicable PM work pool(s).
   
4. Click the Actions button and then select Remove Pool.
5. The applicable PM work pool has now been deleted.