PM Shadowing

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This article provides information on how to setup PM Shadowing. This can be used to suppress a PM from generating to prevent duplicate Work Orders.
Jul 10, 2025
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PM Shadowing

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PM Shadowing is a way to suppress a PM from generating. This is used to prevent more Work Orders for the same Asset than is necessary.

For example:

You have a PM to change oil every 3 months. And you have a PM to change transmission fluid and oil every 6 months.

Using shadowing you could suppress the second generation of the oil change since that action is completed within the 6 month PM.

In Order to Shadow a Calendar-based PM, use the following steps:

Select Work.
Select PMs.
Select the PM that is generated less Frequently if shadowing a weekly and a monthly, choose the monthly.
Select Edit.
Select Scheduling.
Select the pencil icon to the left of the Asset ID.
Select the smaller calendar frequency PM from the Shadowing drop-down menu.
Select OK.
Select Save.

Please note that the next due dates of the two assets must match in order for Calendar Shadowing to work.

In Order to Shadow a Meter-based PM, use the following steps:

Select Work.
Select PMs.
Select the smaller meter frequency PM (if shadowing a 5000 hour and a 1000 hour, choose the 1000 hour).
Select Edit.
Select Scheduling.
Select the pencil icon to the left of the Asset ID.
Select the larger meter frequency PM from the Shadowing drop-down menu.
Select OK.
Select Save.

Please note that PMs cannot be shadowed if set to Floating.

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PM-Shadowing

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PM Shadowing