Add Or Remove PM InstructionsThis article provides steps on how to Add or Remove Instructions from a PM Template.Feb 23, 2026Article
InformationTitleAdd Or Remove PM InstructionsContentContentInstructions that are on PMs will be on any Work Orders (WO) generated from that PM. In order to add or remove PM Instructions use the following steps: Select Work.Select PMs.Navigate to a PM record. Select Edit.Select Instructions.Select the red X next to an Instruction to remove it.Select "Add" to add a new Instruction Step.Select Save when edits are completed. URL NameAdd-Or-Remove-PM-Instructions