PPMs Tab - Change PPM Task Certificate Settings
- To change/add a PPM task certificate the User will need to highlight the PPM Task that they wish to change/add the certificate association with and then click the "Edit Actions" button.
- This menu will be displayed:
- Click on the "Change PPM Task Certificate Settings" menu option. This screen will then open:
- Use the drop down arrow to select the "certificate per". This is a pre-defined list of "None, Asset or Work Order".
- Once the User has selected whether they would like a certificate per Work Order or per asset the type of certificate will need to be selected using the drop down arrow.
- Upon clicking the drop down arrow a list of certificates that are applicable to the equipment type selected will be displayed.
- Choose the relevant certificate type by ticking the tick box and clicking OK. This will take the user to the previous screen.
- Clicking OK will then present the Reason for Contract Change window.
- Confirming the reason for the contract change will add the certificate association to the selected PPM task line.