This doc is here to help answer some of the questions we think most customers will have when it comes to Multi Asset Pm Triggers and how they will work.
Q: Can I bulk import / update PM records with multiple assets?
A: No, unfortunately this functionality is not yet available, however it should be expected for future releases.
Q: Who has access for Multi-Asset PM records?
A: All the same role type & account types that currently have access to PM’s.
Q: Will I get a single work order for each asset, or will they all be combined into one work order
A: The only current configuration is to get a single work order per single asset. This will not allow the aggregating of assets into one work order.
Q: What is different about each work order created for individual assets?
A: Work orders generated from a Multi-Asset PM will use key details associated to the asset (Location, Primary Assignee, Additional Assignee, Team, Start & End dates). All other data points, associations, or attachments will come from the PM Trigger details.
Q: Can I add new assets to the PM record in the future?
A: Yes! Any newly created asset record, or one that simply needs to be added down the road will be able to be added to a Multi-Asset PM record which has already been created & triggered.
Q: What happens if I delete an asset that is associated with a Multi-Asset PM record?
A: When deleting assets from your UpKeep account, they will be removed from any associated PM record, just as they do for single asset PM records.
Q: Can I remove all assets associated with a Multi-Asset PM record?
A: No. There are critical data points associated with the asset which must stay in order to create a PM record. If there is a need to remove all assets, it should be considered to delete or archive the PM record.
Q: What's the difference between regularly scheduled and based on completion?
A: Regular PM Triggers will repeat on a fixed time cadence (example Every 6 Months) where based on completion will trigger the next Work Order once the current Work Order has been completed (example the next PM will be due 6 months after a WO is completed)