University

There are two methods available for generating PM Work Orders: manual or automatic.

Manual PM Generation

PM Work Orders are manually generated with the 'Manually Generate' link on the individual PM schedules or the menu item called 'Generate PM Work Orders'. To generate a single PM with today's date, click 'Manually Generate' from the PM schedule itself. You will be immediately shown the new work order in a separate window. You can print or email from that screen.

If you wish to generate a group of PMs at once, use the 'Generate PM Work Orders' menu option (shown below) and indicate the date through which the PM's should be generated. It is optional to utilize any of the filters.

Click 'Proceed' to preview the PM's that are due to be generated through the date indicated. The list of PM's to be generated will appear on screen.

Use the drop-down list under 'Action' and select 'Generate PMs', then click Proceed. The resulting PM work orders will be listed with the work order numbers assigned. Above the list of generated work orders are options to either 'PRINT these PM Work Orders' or 'EMAIL these PM Work Orders.' Select the output that you desire by clicking either option.

These open PM work orders that appear on the list are now available in the Work Order Center. To see the detail of one of the work orders on the list, click on the individual work order number and the work order will display in a new screen. The Asset and the Last PM Work Order No. links can also be clicked to view its details in a new window.

Manual Generation (On Demand)

On the toolbar of each PM schedule detail screen, there is a link called 'Manually Generate,' which is located in the 'Actions' menu. This feature allows you to bypass the assigned schedule for the PM and generate the PM on demand. It will also reset the time/meter to the next PM. For example, if your monthly PM is 2 weeks into its scheduled generation date and you manually generate it, the PM will reset and be generated in one month.

Automatic PM Generation

Before the system will generate PMs automatically, certain settings must be in place. These settings are located in the 'PM Settings' section of the 'Change Your Settings' menu option. To permit automatic PM generation:

• Make sure the 'Disable Daily PM Generation&Email' is not checked.
• Indicate the File Type for the emails.
• Enter the time the PMs are to be generated.
• Click 'Save PM Email Settings' to save the settings.

This setting also allows you to designate who the system will notify when PMs are generated.

NOTE: In order for the 'Assign To' and the 'Perform For' contacts to receive the work orders via email, the individuals must be listed in the Maintenance Contacts and have a valid email address in the appropriate field.