When you click PM by Class Code from the Setup/Inventory menu, the system displays the PM by Class Code window. Use this window to establish preventive maintenance (PM) activities for a type of equipment ("class code"), and when those activities are scheduled.

There are two ways to define PM schedules:

  • By inheriting PM activities from the nearest class code ancestor that has a set of PM activities assigned to it.
  • By directly entering the set of PM activities, which takes precedence over inheritance.
Note: These two ways are for equipment types. You can also specify a PM schedule for a particular piece of equipment (overriding the PM schedule established for the class to which the equipment belongs) by using the PM by Inventory window.

The PM by Class Code window contains two panes: Class Codes and PM Schedule.

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