GUIDE: PM Advanced

Jonathan Semones -

The Work PM/Template module allows you to create four different kinds of advanced PMs (Preventative Maintenance jobs): Grouped PMs, Grouped Asset PMs, Tightly Linked PMs, and Tightly Linked Group PMs. We’ll discuss each of these four PM types in this workbook, as well as show in-depth examples to demonstrate how they’re created, how they work, and how they interact with the Work Orders module.

Note: These Advanced PM topics rely on a basic understanding of the PM/Template system.  For additional information on PM/Templates, please refer to the Basic PM Training workbook or the Lucity help guide.

ACT 2018 - Download PDF


Grouped PMs
Grouped Asset PMs
Tightly Linked PMs
Tightly Linked Group PMs


Older Versions

ACT 2017 - Download PDF

ACT 2015 - Download PDF

ACT 2014 - Download PDF

ACT 2013Download PDF


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  • Avatar
    Heather Keys

    Is there any documentation on how to set this up on the web app?

  • Avatar
    Jonathan Semones

    Hey Heather,

    The 2016 guide will include instructions using the Web app. However, since it required so much work the instructor wasn't able to complete it before ACT. I just asked him and he said he should have it this week!

  • Avatar
    Heather Keys

    Fantastic! The advanced features was one of the courses I went to during ACT. It was very informative and I look forward to utilizing it for our needs. Thank you.