EMM: PM Schedules Merge Via PM Linking But Task Checklists Do Not Merge

(Doc ID 2194229.1)

Last updated on OCTOBER 17, 2016

Applies to:

PeopleSoft Enterprise FIN Maintenance Management - Version 9.2 and later
Information in this document applies to any platform.


A PM monthly schedule with PM Linking for quarterly and annual schedules was generated. One work order with 3 tasks was successfully created merging the PM Schedules for the 3 time frames. The problem was that the checklist steps as defined on the three different task templates did not "Merge".  To explain, the Monthly schedule has one step #6, the Quarterly has one Step #7, and the Annual has 8 steps 1-5; 8-10. Checklist steps are shown for the Monthly task template only.  The task templates for the other steps did not merge. If all steps from all three templates had merged, there would have been steps 1 – 10 on this work order.

Expected Behavior
The expectation was that the steps would be listed under each task, but were not.  

This issue can be verified by performing the following steps:

1) Set up Primary and Secondary PM Schedules.
2) View the Job/Task templates for these items. Keep the task templates that pertain only to the frequency of the PM Schedule.
3) Make the Monthly schedule the Primary, and link the Quarterly and Annual as Secondary.
4) Run the WM_PM process and review results.

Business Impact
Checklist steps are incorrect for the merged Work Order.


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