Generate Work Orders

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Generate Work Orders

There are two general ways to generate work orders; manually and automatically.


Manually:

In the Service Requests, Quick Reporting, and Work Order Tracking applications you can insert a Work Order record by clicking the New Work Order/Service Request icon on the toolbar. (The icon that looks like a piece of paper with a # sign on it.)

After creating the new record you can go to Create in the Select Action menu and choose to directly create a Work Order, Service Request, Incident, Problem, Change, Release, or Communication from the record you are currently working with.

In the Preventative Maintenance or Condition Monitoring applications you can select the Generate Work Order from the Select Action menu.


Automatically:

Automatic generation is based off of the Preventative Maintenance frequency data in the Preventative Maintenance application or from the upper and lower action limits being reached in the Condition Monitoring application.


To setup automatic generation for Time Based Frequency PMs: You need to activate and define the PM Cron Task in the Cron Task Setup application in the Configuration module

Go to the Cron Task Setup application in the Configuration module

Search for PMWoGenCronTask in the List tab of the Cron Task Setup application

Click New Row under Cron Task Instances

Create your Cron Task Instance Name and define the schedule by clicking on the calender next to the field

Check the Active? box

Click the Save icon

Now open up the Organizations application under the Administration module

Search for and choose the organization you want PM's to automatically be generated

Go to the Select Action Menu and choose PM Options

Choose the Site

Check the Automatic PM WO generation? box

Define what PM's should be automatically ran in the WO Generation Where Clause box

- example: 1=1   will generate all due PM's for that site

Add ONE email address in the E-mail Address Notification box

- if you need the email to go to a group of people put in a group email address into the box

Click OK then SAVE


To setup automatic generation for Meter Based Frequency PMs:

Before setting up automatic generation for meter based PMs, make sure that the PMs you want to run off of meter readings have the Generate WO When Meter Frequency is Reached? box checked on them

Go to the Cron Task Setup application in the Configuration module

Search for MeasurePointWoGenCronTask

Click New Row under Cron Task Instances

Create your Cron Task Instance Name and define the schedule by clicking on the calender next to the field

Check the Active? box

Click the Save icon

Now open up the Organizations application under the Administration module

Search for and choose the organization you want PM's to automatically be generated

Go to the Select Action Menu and choose PM Options

Choose the Site

Under Stand-Alone Condition Monitoring Work Order Generation Process Settings check the Automatic Measure Point WO Generation box

Add ONE email address in the E-mail Address Notification box

- if you need the email to go to a group of people put in a group email address into the box

Click OK