PM Plans are job description including checklist to do, material requirement, documents such as instructions, etc. A common practice is to share PM Plans across business units for consistency. However, there are cases that PM plans remain different across business units based on operational requirements. PM plans are not shared. Each business unit uses its own PM plans.
1. Not to Share PM Plans
Site access control for PM plans support both shared PM plans and site specific ones. "Site access" checkbox is for this purpose. It is an attribute in a PM Plan.
2. Make New PM Plans not to Share
New PM Plans can be configured as not shared. It allows one organization to ensure that PM plans are not shared when new ones are added.
When "Site access" checkbox is checked, Calem will auto fill the site based on login profile, or prompt an error message. See User Guide for more info.