Assign a maintenance plan to an asset

Completed

After you have created your maintenance plan, you can now add the plan to assets.

  1. Go to Asset management > Common > Assets > All assets.
  2. Select the asset that you want to add a maintenance plan to from the list page.
  3. Select Edit in the Action Pane.
  4. On the Asset maintenance plans FastTab on the asset, select Add line to add a maintenance plan.
  5. From the drop-down menu, select the maintenance plan that you want to add to the Maintenance plan field.
  6. In the Start date field, select the date that you want the planning process for the maintenance jobs to be completed.
  7. Select Save in the Action Pane.

To see how to assign a maintenance plan to an asset from the All assets page, watch the following video.