Set default procedure for PMs

Each preventive maintenance schedule requires at least one procedure. Saving a PM before attaching a procedure requires that you fill out the details of a new procedure from scratch, or you can set a default procedure to populate to the PM automatically.

1. Go to Preferences > Preventive Maintenance > Defaults.

2. Set the Utilize default procedure on PMs preference to Yes and click Apply.

3. Enter the name of your default procedure in the Name of default procedure preference and click Apply.

   The default procedure is added to all new PMs that don't already have a procedure associated.