Generating work orders from preventive maintenance records

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

  1. 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.
  2. Select the Generate Work Orders action.
  3. 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.

  4. Click OK.