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Configure PM Statuses

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2 min readUpdated

Administrator Guide › Configuration › PM settings

PM settings — Configurations › PMSettings › PMStatuses

Overview

PM statuses define the status values available for PM records. Administrators use this configuration area to maintain the set of PM status records that users can select when working in the PM area.

Use this page when a new PM status must be added or when existing PM status records must be reviewed.

Before you start

You must have access to the Configurations area and the PM settings configuration path.

Steps

  1. Navigate to Configurations > PMSettings > PM statuses.

  2. Review the existing PM status records to identify whether the required status is already available.

  3. To begin adding a PM status record, select New.

  4. Enter the required values presented on the PM status form. The form enforces required-value validation; complete each required value before finalizing the record.

  5. Where the form applies a format rule, enter the value in the required format.

Tips & cautions

Note: Review the existing PM status list before creating a new record to avoid creating duplicate status values.

Warning: The PM status form requires values in required fields. A record cannot be finalized until the required values have been provided.

Tip: One PM status form value has format validation. Use only the accepted format when entering that value.

Troubleshooting

SymptomLikely causeFix
The PM status configuration area is unavailable.You do not have access to the Configurations path.Obtain access to Configurations and then navigate to PMSettings > PM statuses.
A new PM status record cannot be completed.One or more required values have not been entered.Complete all required values shown on the form.
A value is rejected during entry.The value does not meet the required format.Enter the value using the format required by the form.

Result

The PM statuses configuration area is available for maintaining PM status records.

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