To generate work orders:After you have established PM scheduling definitions, you can generate work orders. There are two ways to generate work orders. You can execute the Generate Preventive Maintenance Work Orders process, or you can implement forecasted work orders from the Maintenance Workbench.
When executing the Generate Preventive Maintenance Work Orders process, the program creates suggested work orders, based on the date or meter rules that are associated with the scheduling definitions that you defined. See: Entering Preventive Maintenance Schedule Definitions. You should schedule this process to periodically execute, automatically. You can execute this program manually at any time, by accessing the menu option.
If you selected the PM Work Order Prefix option on the Enterprise Asset Management EAM Parameters page, the system will generate PM work orders beginning the specific work order prefix. When the Work Order Business Object API is called, the system will incorporate the prefix into the work order name. This enables the system to differentiate PM work orders from manual work orders.
Use the Maintenance Workbench if you want to review and create PM work orders. You can launch the Preventive Maintenance Scheduler to implement forecasted work orders. See: Using the Maintenance Workbench.
The following are instructions to invoke the process from the Reports menu under the Enterprise Asset management responsibility.
You can also run the Generate Preventive Maintenance Work Orders - Self Service program from the Reports tab in the Maintenance Super User responsibility.
Note: The self service program does not include the Asset Category ID report parameter.
To generate work orders:Navigate to the Generate Preventive Work Orders page.
In the Parameters page, select a Start Date.
Select a Cut Off Date.
To further narrow down the data selection, you can optionally enter any of the following parameters:
Area - location where your assets reside.
Asset Category - the Class and Subclass code, such as CRANE.OVERHEAD or BUILDING.FLOOR
Owning Department
Asset Type - Capital and Rebuildable Inventory
Asset Group - if you previously selected an Asset Type
Asset Number - if you previously selected an Asset Type
Set Name - PM set used to implement work orders that are forecasted against default Preventive Maintenance Schedules in this set. If a Set Name is specified, you will only select PM schedules for PM Set for work order generation.
Project
Task - if you previously selected a project
Parent Work Order
Planner - select if you want to generate PM work orders for specific planners
Click the OK button, and the system displays the Generate Preventive Maintenance Work Orders page.
Click the Submit button.
