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Learn More - Using the PM Generation Screen

Generate PM Work Orders

The Generate PM Work Order screen is used to either preview or generate PMs that match the criteria you have specified in the filters. The available filters are Group, Route, Site, and Assignment to list the PMs you wish to produce. Single or multiple filters may be set.

From the PM Generation Screen, indicate the following:

PM Group Filter – This field will allow you to display or generate PMs that have been assigned a particular Group. Clicking on the drop-down list will display possible Groups for selection.

Route Filter – This field will allow you to display or generate PMs that are a part of a Route. Clicking on the drop-down list will display the possible Routes for selection.

Site Filter – This field will allow you to display or generate PMs for a particular Site. Clicking on the drop-down list will
display the possible Sites for selection.

Assignment Filter – This field will allow you to display or generate PMs for a particular Assignment. Clicking on the drop-down list will display the possible Assignments for selection.

Generate Through – This date field allows you to indicate the date the PMs are due to generate.

Generate Future PMs – By default, this field is blank (unchecked). Setting a date in the “Generate Through” field to a future date will not return any results past the present date. Placing a check in this box will display future PMs.

Action – The options are Preview, Generate and Preview PM Parts Requirement. The Preview command will show list the PMs that meet you criteria. Selecting Generate will cause the PMs to be generated into work orders after the Proceed button is selected. Preview PM Parts Requirement will list the PMs with parts listed in the PM Parts table on the PM form.

Proceed – Click Proceed to execute the command in the Action field.

When you have completed your PM Generation, click the Return to Main Menu link to go back to the main menu. At any time you may select Reset Form to clear the current filters and set the filters to their respective default values.

You can also generate PMs on their Detail form by clicking the Manually Generate link. The PM will be generated and the page will load the new work order.