Issue PPMs

PPMs must be issued on a regular basis to change the status of the PPM from Dormant to Active (or Assigned if pre assigned to a Resource).

Once PPMs have been issued they will appear in Tasks as a live Task and can be assigned and managed as required.

To create PPMs see Planned Preventative Maintenance - PPMs

Task Management > Issue PPMs

The link will open the Issue PPMs Grid. It is a grid view which can be searched, sorted and customised as normal.

The PPM Details section is used to filter the list of PPMs to be issued.

Select the Filters and click Refresh . This will build the list of PPMs, the grid can be filtered down further using the grid.

Note: Minimal Filters must include either a Contract or a Contract Group.

Note: The weeks ahead field will dictate how many weeks in the future the list will be built for.

Click to view - Issue PPM Icons and Descriptions

Icon	Feature	Description
	Issue PPM	Click to issue the selected PPMs.
	Omit Tasks	Click to omit (temporarily remove from the grid) the selected PPMs - when the grid is refreshed the PPMs will be viewable again.
	Drop Tasks	Click to drop the selected Tasks - this is effectively cancelling a dormant Task it will not be issued and will be move directly to History as History - Dropped.
	Set Start PPM	Set the first PPM on the grid to be issued.
	Set End PPM	Set the last PPM on the grid to be issued - this could be on the last page.
	Clear Selection	Clear the selection of PPMs to issue.

To Issue PPMs select the First PPM to be Issued, Dropped or Omitted, click Set Start PPM .

Select the last PPM to be Issued, Dropped or Omitted, click Set End PPM .

Click the icon to either Issue, Drop or Omit the PPM.