Create preventive maintenance (PM) records to generate
work orders for preventive maintenance work that you schedule.
Procedure
- In the Preventive Maintenance application, on the toolbar,
click New PM. If the PM field
is empty, specify a value.
- Enter a description. Click Long Description if
you need more space.
- In the Location, Asset,
or GL Account fields, specify a value. The asset or location is the entity for which you intend to
schedule work - you must enter a value in one of these fields. If
you have specified a GL account, when work orders are generated from
the PM record, the system takes any unspecified segments from the
associated location and or asset.
- Optional: Build a PM for the assets on a route.
In the Route field, specify a value.
- Fill the remaining required fields as appropriate.
Select the Use this PM to Trigger PM Hierarchy check
box if you want to generate work orders for the entire hierarchy when
this PM becomes due. If you want to generate a work order for only
this PM when it becomes due, and not the other PMs in the hierarchy,
clear the check box.
Select the Child Work Orders
and Tasks Will Inherit Status Changes check box if you
want work orders generated from this PM to inherit status changes
from a parent work order.
- Click the Frequency tab. In the
Work Order Generation Information section, select the following check
boxes as appropriate:
- Use Last Work Order's Start Date to Calculate Next
Due Date
Select this check box if you want generated
work orders to be calculated from the target start date of the last
work order. If you do not want to calculate the Next Due Date based
on the target start of the last work order (for example, if you want
the next work order to be generated when the last work order was completed
instead), clear the check box.
- Generate Work Order Based on Meter Readings (Do
Not Estimate)
Select this check box if you want work
orders generated only when the defined meter reading has been reached.
Clear this check box if you want the next work order due date to be
based on the average metered usage.
- Generate Work Order When Meter Frequency is Reached
Select
this check box if you want work orders for this PM to be automatically
generated when the meter frequency has been reached and entered. This
check box can only be selected if the Generate WO Based on Meter Reading
(Do Not Estimate) check box has been selected.
- Define the frequency with which you want the PM to generate
work orders. The PM frequency can be time-based, meter-based, or both.
- For time-based master PMs, define the frequency criteria as
wanted.
- For meter-based master PMs, define the frequency criteria
as wanted.
- If the PM is a seasonal PM, define the days/dates that
you want the PM to be active on the Seasonal Dates tab.
- On the Job Plan Sequence tab, enter
job plan data for the PM.
- If the PM is the parent record in a PM hierarchy, define
the child PMs on the PM Hierarchy tab.
- Click Save PM.