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You can view a list of locations that can be assigned Planned Maintenance Services by navigating to the Planned Maintenance module > PM Locations. The PM Locations page displays all locations set up in Service Automation, including the following location information:
- Location ID and name
- Region and district
- City and state
- Open and close dates
Click a location to view the PM services assigned to that location.
In the Services view for a location, you can see information for that location at the top of the page. Click the arrow next to the location ID to expand the location details section.
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The page also contains the Services List where you can view which PM services have been assigned and their details at the bottom of the page.
You can edit the PM Services and modify Frequencies from this view by clicking the links in the Actions column on the right.
View the Services Agenda for a Location
You can view the agenda of the upcoming PM Services for the location by clicking the calendar icon beneath the location information at the top of the page.
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Add a PO Number to a Planned Maintenance Service
A Purchase Order (PO) number is associated with Trade, Category, Location, and Provider Name. By adding a PO number to a location in a Planned Maintenance service, it will automatically assign that PO number to all PM work orders within that service.
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Quickly Assign a PM Service & Frequency to a Location
Please review the detailed instructions for Adding Locations to Planned Maintenance Services.
Alternatively, you can quickly assign a PM service to a location from the PM Locations page.
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The new PM service and frequency combo has been assigned to a location. |
If a frequency is already assigned to a location and you would like to change it, the best practice is to always check the box in the Assigned column for the new frequency for the location first. This is important so that all the pricing/NTEs and tax information will be moved along with it. If you uncheck the old frequency first, you will lose all pricing/NTE and tax information associated with it.
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