The customer needs a more efficient and transparent way to assign multiple assets to a PM template. They want to easily view all assets already assigned to a template, directly within the assignment process, and avoid unnecessary navigation between screens. The current workflow makes it difficult to track assignments and risks duplication.
Current Limitations
- No Visibility in Pop-Up: When assigning assets via the asset selection pop-up, previously assigned assets do not appear, leaving the window blank.
- Inefficient Navigation: To see which assets are already linked, the user must exit the pop-up and go to the PM page.
- Duplication Risk: Without visibility in the pop-up, the same asset may be assigned to the template multiple times.
General Example
A maintenance planner is building a PM template that should be assigned to 20 assets. While adding assets, they cannot see which ones are already assigned in the selection pop-up. To check, they must leave the pop-up and go back to the PM page. This back-and-forth disrupts their workflow and increases the chance of duplicate asset assignments.
Requested Enhancements
- Multiple Asset Assignment View
Allow users to assign multiple assets at once and see all selected assets within the PM template interface. - Visible Assigned Assets in Pop-Up
Display previously assigned assets in the asset selection pop-up, so users know which assets are already linked. - Duplicate Prevention
Add safeguards to prevent the same asset from being assigned to a PM template more than once.
Business Value
- Efficiency: Eliminates unnecessary navigation between the PM page and the pop-up.
- Clarity: Gives users full visibility into all assets assigned to a PM template.
- Accuracy: Reduces risk of duplicate asset assignments.
- User Experience: Streamlines PM template setup and makes the workflow more intuitive.
