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For Users with adequate Permissions, this view provides access to existing PM Groups, as well as the tools to manage (i.e., create, modify) PM Groups. The view follows InfraLink's standard grid view presentation.
Filtering Tips
Grid view filters allow Users to review the records displayed within the viewing pane. The following filters are helpful within the PM, Inspecting, Testing Groups grid view.
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Follow these steps to create a new PM Group. Please note, to take full advantage of InfraLink PM work management capabilities, PM Groups should be configured according to the PM and Inspection Plan(s).
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If you are creating a new PM Group that is very similar to an existing PM Group, it may save time to clone that existing PM Group. See the Cloning a PM Group section below. |
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- The first line of the file should include the proper column names/headers (see below).
- Subsequent lines should include details for the System Elements to be added to the PM Group Scope.
Column Name/Header | Description |
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| Device_ID | Required. Specify the System Element Name. IT must be entered exactly as it is shown in InfraLink, as the upload function uses this name to identify and add the System Element. |
| Location | Optional. Specify the Location Path (Example: "/Area 1/Building 2/Room 123"). If the Location is specified, InfraLink will look for the System Element with the name matching that specified in the Device_ID column and with a Location matching that path. Note: The Location Path is added to the path specified as the Base Location on the file upload form. For instance, if the Base Location is specified as "USA / VA" and the System Element location included in the file is specified as "Sterling/LG4/300", InfraLink will look for System Elements located at "USA / VA / Sterling / LG4 / 300". |
| Form_Name | Optional. You can use this column to specify the Work Form to be used for the particular System Element. The Work Form name must be entered exactly as it is shown in InfraLink, as the upload function uses this name to identify and add the Work Form. Note: If there is only one Work Form defined for the particular System Element Type, you do not need to specify a Work Form name, as it will be selected automatically. |
Import Exceptions
Populating System Elements to the PM Group scope via file import can be a valuable time saver, but efficiency will depend on the accuracy of data within the CSV file and prerequisite configuration within InfraLink.
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The InfraLink PM Generator generates PM Cases, including their associated Tasks, based on the requirements defined within active PM Groups. To, be clear, the PM Generator creates a separate PM Case for each occurrence of the work, as defined by the PM Group.
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Daily PM Generator Runs
The PM Generator runs automatically on a daily basis. The default start time for the PM Generator is 2:00 AM (in the time zone specified for the InfraLink server). However, this start time may be adjusted by the Instance Administrator based on specific workload and usage patterns for the instance.
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- selecting one or multiple PM Groups within the PM, Inspecting, Testing Groups grid view,
- opening the Task Generator menu, and
- selecting the Run Task Generator option.
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Permissions
Access to InfraLink tools and features is controlled by User Permissions. All features may not be accessible by all Users. Contact your Instance Administrator regarding User Permissions. Permissions associated with tools and features described above include:
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