Review Active PMs

PM Library > Review Active list window

Path: PM Library > Review Active

The PM Library Review Active window lists all your active PM work orders. This view allows you to:

Quickly see Active and Inactive values at the top of the page

  • Sort and Filter PMs by any column

  • Delete PMs

  • Edit existing PMs

  • Add new PMs

  • Print or Export multiple PMs

  • Multi-Assign Staff or Vendors to PMs

To make any changes to a single PM from this view, click the desired PM ID # in the first column.

To create a new PM, select the Add button at the top of the page.

Path: PM Library > Review Active

Eagle CMMS Professional users can assign Vendors from the Review Active window:

  1. Mark the desired PM check boxes.

  2. Select the Vendor from the Multi Assign Vendor field.

  3. Choose the Multi-Assign button to assign the Vendor.

  4. (Optional) Click the Multi-UnAssign button to unassign the Vendor.

  5. Select Yes on the popup message.

Eagle CMMS Professional users can assign Staff from the Review Active window:

  1. Mark the desired PM check boxes.

  2. Select the Staff member from the Multi Assign Staff field.

  3. Choose the Multi-Assign button to assign the Staff.

  4. (Optional) Select the Multi-UnAssign button to unassign the Staff.

  5. Select Yes on the popup message.

On the Review Active window:

  1. Check the desired records.

  2. Select the Multi-Print button at the top right.

  3. Select printer and options from the popup window.

  4. Click Print on the popup.

  1. Check the desired lines.

  2. Select the CSV button at the top right.

  3. Open and save the generated spreadsheet.