Finalizing the PM Plan
To configure the Finalize tab:
1. In the New Preventive Maintenance PM Plan Wizard, go to Finalize tab.
Finalize Tab
2. Provide the details for the fields as described in the following table:
Fields
Description
Start Date
The Start Date is auto-populated for the current date. You can modify it based on your requirements.
End Date
Select the End Date of the plan. It should be a future date. The scheduled date should not go beyond the Start and End Date.
Status
Select the required status of the PM Plan. For example, Active.
PM Plan Name
Enter a name for the PM Plan.
Description
Enter a description for the PM Plan.
3. Click Save.
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