Copying maintenance patterns

Copy existing child records and header records from an existing maintenance pattern to a new maintenance pattern.

To copy maintenance patterns:

  1. Select Work > WO Planning > Maintenance Patterns.
  2. Select the maintenance pattern for which to copy records, and then click the Record View tab.
  3. Right-click on the form, and then select Copy Maintenance Pattern.
  4. Specify this information:
    New Maintenance Pattern
    Specify a unique identifying name for the new maintenance pattern, and then enter a description of the maintenance pattern in the adjacent field.
  5. Select the related details to copy to the new maintenance pattern:
    • Custom Field Values
    • User Defined Fields
    • Sequences
    • Equipment
    • Discounts
    • Comments
    • Documents
  6. Click Submit.
  7. Click Submit.