You can generate work orders from PM records.
Before you begin
The PM status must be ACTIVE, and the asset or location listed
on the PM must have a status of OPERATING.
About this task
You use the Generate Work Orders dialog box to accomplish
the following tasks:
- generate a single work order from a single parent PM
- generate a hierarchy of work orders from a parent PM in a PM hierarchy
- generate a hierarchy of work orders from a PM with a route
- select multiple parent PMs from which to generate work orders
When you generate work orders from a PM with an associated
job plan, default safety and measurement point information is copied
to the work orders.
Procedure
- In the Preventive Maintenance application, select the PM record for which you want to
generate one or more work orders. To generate work orders for multiple parent PM records, first use
the List tab to find and select a subset of PM records.
- Select the Generate Work Orders action.
- In the Generate Work Orders dialog box, use the following
fields to specify which PMs generate work orders:
- Generate WOs Due Today Plus This Number of Days
Insert
a "slack" time value in days to generate work orders in advance of
their due dates. You might add slack time if your site generates work
orders by batch (that is, weekly or monthly).
- Use Frequency Criteria
By default, this box is selected. When
selected, the system evaluates the frequency criteria for the selected set of records to determine
which PMs are due to generate work orders. If a PM is part of a hierarchy, it may trigger work order
generation from the entire PM hierarchy.
Clear this check box to generate work orders for the
parent PM in the selected set, regardless of their due dates. If a parent PM is part of a hierarchy,
it might trigger work order generation from the entire hierarchy.
- Run work order generation in the background
Select
this box to suppress the display of the Generating Work
Orders notification and the Display Work Orders
Generated page.
- Notification E-mail for Work Order Generation
Specify
the e-mail address of the worker to be notified about the generated
work orders.
- Click OK.