Enter Complementary PM Information

Explanation

Use this activity to enter complementary information about a PM action, such as: test point, signature, priority, etc.

Prerequisites

Before the complementary information is entered, the following must have been completed:

• In Organization Basic Data, enter signature.
• In Work Order and PM Basic Data, enter priority.
• In IFS/Equipment, define test points.
• In IFS/Enterprise, define supplier (contractor).

System Effects

As a result of this activity, the information on PM action is updated.

Window

PM Action

Related Window Descriptions

PM Action/General
PM Action/Prepare

Procedure

1. Select the General tab. 
2. In the Planned By field, use List of Values to select the signature of the person who prepared the PM action. At new entry, the value in this field is the signature of the person who created the PM action.
3. In the Priority field, select an appropriate degree of priority.
4. Select the Prepare tab.
5. In the Test Point ID field, select a suitable test point for the PM action. Note: This is not applicable for PM actions with connection type LINEAR ASSET.
6. In the Contractor field, select an external contractor who will perform the PM action, if applicable.
7. In the Material field, enter any references, for example: manufacturer’s manuals.
8. In the Test Number field, enter any ID number for measures required by authorities, etc.
9. The Alternate Designation field is a text field where you can enter optional information, for example: specific search terms for your company that you want to include in the system.
10. Save the information.