Linking assets to a standard service plan

Core TSIs : Planned Maintenance : Working with Maintenance Library : Linking assets to a standard service plan

You can link several assets to a standard service plan.

Procedure

1. At the Maintenance Library > Standard service plans selection level, select the standard service plan to which you want to link assets.

2. On the action panel, click Link assets. The Link assets dialog box appears. The Available section lists the assets available in Planon ProCenter to be linked to the selected standard service plan. The In use section lists the assets already linked to the standard service plan.

Use the filter options to filter out assets in the context that you require:
All: filters out all assets that are in use and not archived;
Technical classification: filters out all assets with the same technical classification as the standard service plan;
Classification group: filters out all assets with the same classification group as the standard service plan.

3. Click the arrow buttons to move assets from Available to In use or vice versa as required and then click OK to close the dialog box.

The assets listed in In use are now linked to the standard service plan.