Add or Remove Assets from a PM Record - PM

Add or Remove Assets from a PM Record - PM

When adding assets to a PM record, users have four options: they can add assets based on the asset class, location, or process, by using a geofence, by selecting specific assets from the map, or by adding assets from a list. Outlined below are the different ways users can add assets to a PM and when it is best to use a specific option. Below is also information on how to remove assets from a PM record, if needed.

Add Assets to a PM by Class, Location, or Process

Tool Overview 



Adding assets to a PM by class, location, or process is helpful if you intend to have the same PM program for a set of assets under the same class, location, or process. For example, if you know a specific subset of vehicles (e.g. a class of heavy duty trucks) requires the same type of maintenance, you may want to add assets to a PM program by using this feature. Adding assets this way will automatically add new vehicles to the PM program as long as they meet the class, location, or process requirements.


Add Assets to a PM Using the Class/Location/Process Tool

To add assets to a PM record using the Class/Location/Process option, follow the steps below:
  1. Navigate to the PM record.
  2. Scroll to the assets zone for the record and click the dropdown arrow next to the "+ Add" button.
  3. Select "Add from Class/Location/Process".
  4. In the slider that appears check off classes, locations, and or process areas you'd like to include in your PM. Keep in mind the following:
    1. All assets that meet the criteria you have selected will be pulled into the PM.
    2. You can select as many classes/locations/processes as you'd like, however, keep in mind that all classes/locations/processes added will be added to the PM as long as they meet ALL the criteria in your selections.
  5. Once you're satisfied with your selection, click the "Save" icon. If any assets matched your criteria, you will see them listed under the assets zone.
In the example below, all streets under the location FORREST RD and the class of Streets will be added to the PM.


Remove Assets from a PM Using the Class/Location/Process Tool

To remove assets from a PM record using the Class/Location/Process option, follow the steps below:
  1. Navigate to the PM record.
  2. Scroll to the assets zone for the record and click the dropdown arrow next to the "+ Add" button.
  3. Select "Add from Class/Location/Process".
  4. In the slider that appears uncheck classes, locations, and or process areas you'd like to remove from your PM. Keep in mind the following:
    1. All assets that meet the criteria you have deselected will be removed from the PM.
    2. The numbers at the top indicate how many classes, locations, and/or process areas were selected.

  5. Once you're satisfied with your selections, click the "Save" icon.

Add Assets by Geofence

The Geofence feature in NEXGEN allows users to add assets to a PM by using a geofence. When users select this option, they are taken to a map page that allows them to draw a geofence around a specific area. Once the geofence is drawn, the area is scanned and any assets within the area can be added to the PM record.



In the image above, the gray area contained inside the black border is the example PM's geofence. Any assets added within that area in the future can be added to the PM by rescanning the geofence area. To add assets using the geofence feature, follow the steps below:
  1. Navigate to the PM record.
    1. Note that if your asset has at least one schedule attached, you will only be able to add assets using the geofence feature if you are on the Parent PM level.
  2. Scroll to the assets zone for the record and click the dropdown arrow next to the "+ Add" button.
  3. Select "Add assets using Geofence".
  4. On the map page that appears, select the proper map layers by checking them off. (If you cannot see the layers tree on the left-hand side, click the 3 lines on the far top left of the screen.) 
  5. Once your layers are turned on, click the circle with the 3 lines to turn on the geofence draw feature. You'll see a pentagon shape. Click on the pentagon option.
  6. To begin drawing the geofence click on the map to drop your first point. Continue clicking on the map to add another point to your fence. The shape will adjust as you draw more points on your map.
  7. To delete the geofence and start over click on the red "X" that appears in your map tools dropdown.
  8. To close your geofence double click on the map where you would like your last point to be.
  9. Once you finish drawing your geofence, the map will scan the geofence area for assets, the assets within your geofence will appear in the accordion side pane.
  10. To add the assets within your geofence to your PM, click the "Save" button on the top right.
Note: As of NEXGEN web version 11.3, the geofence area has to be manually re-scanned by revisiting the geofence map and clicking on the "Rescan" option that appears once you save your geofence. Users must rescan a geofence area if new assets have been added to the area within the geofence for the assets to be added to the PM record.

Add Assets from the Map

Users can add GIS assets to a PM record by selecting them in GIS or by clicking the "Map" button on the top of a PM record. 


When in Map view, users can turn GIS layers on and off and select layers on the map using the map selection tools. Adding particular assets to a PM from Map view is helpful if your assets are GIS assets and if you want to select specific assets. In contrast to the "Add assets using Geofence" feature, adding assets to a PM from map view allows users to select specific assets regardless of their location. 

To add assets to a PM by using Map view, follow the steps below.
  1. Navigate to the PM record.
  2. Click on the "Map" icon on the top right of the PM record.
  3. Turn on the proper layers by using the map tools and/or by selecting "OK" on the "Disabled Map Layers" popup that appears. If the relevant layer or layers are already turned on your assets will be highlighted on the map. (If you have no assets attached to your PM, you will need to make sure you have the proper layer turned on as you will not receive a prompt).
  4. Using one of the map selection tools, select the assets you would like to add to your PM. For more information on our map selection tools, please review this article.
  5. Once you have selected your assets, they will appear on the side accordion. Verify the list of assets you have selected by clicking on the "Preventive Maintenance" tab on the far right.
  6. Once you have confirmed your assets click the "Current PM" option to add your assets to your PM record. Click "Attach" to confirm your choice.
  7. To return to the PM record, click "More" on the top right.


Add Assets from Asset List

One of the easiest ways to add assets to a PM is by using the asset list. Users simply look through a list of assets, check-off the one they would like to add to a PM, and click "Attach." Using the asset list feature is primarily helpful for vertical assets (non-GIS assets) since users will not have the option to view assets from the map when adding from the asset list.



To add assets to a PM using the asset list feature, follow the steps below.
  1. Navigate to the PM record.
  2. Scroll to the assets zone and click the "+ Add" button in that zone. Make sure you click on the "+Add" button.
  3. Use the Tree, Filter, or Search sidebar options to find your asset(s). 
  4. Check off the assets you would like to add to your PM. The system will keep track of the assets you have checked off and will count the assets you have selected on the top right corner. 
  5. When you are happy with your selection, click "+Attach" to add your assets to your PM record.


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