Difference between revisions of "Generate Monthly Work Requests"

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(→‎Add Monthly Work Request)
(→‎To Confirm the request is in process:)
 
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'''Generate PMs''' - generate the monthly PM (Preventive Maintenance) work requests that need done based on Asset maintenance text
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'''Generate PMs''' - Generate the monthly PM (Preventive Maintenance) work requests that need done based on Asset maintenance text.
  
 
== Add Monthly Work Request ==
 
== Add Monthly Work Request ==
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[[File:Generate_PMs_1.png|1000x1000px]]
 
{| class="wikitable" border="1"
 
{| class="wikitable" border="1"
 
|- style="vertical-align:top;"
 
|- style="vertical-align:top;"
 
|<big>'''<font size="5">1</font>'''</big>
 
|<big>'''<font size="5">1</font>'''</big>
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|Click '''Work Requests''' icon [[File:MenuWorkRequests.png|centre|thumb|60x60px]]
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|Click the '''Work Requests''' button to open the work requests page.
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[[File:MenuWorkRequests.png|80x80px]]
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|- style="vertical-align:top;"
 
|- style="vertical-align:top;"
 
|<big>'''<font size="5">2</font>'''</big>
 
|<big>'''<font size="5">2</font>'''</big>
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|Click '''Generate PMs''' icon to open the request window.[[File:Schedule.png|centre|thumb]]
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|Click '''Generate PMs''' icon to open the request window. The '''PM Generation''' page opens.
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[[File:Schedule.png|none]]
 
|- style="vertical-align:top;"
 
|- style="vertical-align:top;"
 
| <big>'''<font size="5">3</font>'''</big>  
 
| <big>'''<font size="5">3</font>'''</big>  
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|The '''PM Generation''' page opens.[[File:Generate PMs 1.png|centre|thumb|1000x1000px]]
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| Select a '''Campus''' from the dropdown list.
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Select a '''Campus''' from the dropdown list (3).
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|- style="vertical-align:top;"  
 
|- style="vertical-align:top;"  
 
| <big>'''<font size="5">4</font>'''</big>  
 
| <big>'''<font size="5">4</font>'''</big>  
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| Select a '''Service Type''' from the dropdown. '''Note:''' Work requests are usually FM (Facilities Management).  
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| Select a '''Service Type''' from the dropdown. '''Note:''' Work requests are usually FM (Facilities Management).
 
|- style="vertical-align:top;"  
 
|- style="vertical-align:top;"  
 
| <big>'''<font size="5">5</font>'''</big>  
 
| <big>'''<font size="5">5</font>'''</big>  
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| Select a '''Month''' for the "Generate Requests for the month of" field. '''Note:''' if '''Warning''' in red appears the month selected has already has had the Work Requests generated (already printed)
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| Select a '''Month''' for the "Generate Requests for the month of" field.
 
'''Note:''' Month defaults to today's month.
 
'''Note:''' Month defaults to today's month.
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'''Note:''' if '''Warning''' in red appears (see below) the month selected has already has had the Work Requests generated (already printed)
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[[File:Generate PMs 2 Warning.png|927x927px]]
 
|- style="vertical-align:top;"  
 
|- style="vertical-align:top;"  
 
| <big>'''<font size="5">6</font>'''</big>  
 
| <big>'''<font size="5">6</font>'''</big>  
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| Daily procedures can generate a lot of Work Requests. Choose the correct checkbox or choose no checkbox to get the following results:
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| '''Daily Procedure Options:''' Daily procedures can generate a lot of Work Requests. Choose the correct checkbox or choose no checkbox to get the following results:
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* To get '''No Work Requests''' for any daily procedures, <u>select the Ignore Procedures checkbox:</u>
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'''''                > Ignore procedures with frequencies of less than one month?'''''
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* To get '''One Work Request''' with all the daily procedures on it, <u>select no checkbox.</u>
  
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To get '''No Work Requests''' for any daily procedures, <u>select the checkbox:</u> ''Ignore procedures with frequencies of less than one month?.''
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* To get '''Multiple Work Requests''', one for every daily procedure, <u>select the Generate Multiple checkbox</u>
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'''''               >'' ''Generate multiple work requests for procedures with a frequency of less then one month''.'''[[File:Ignore Procedures Checkbox1.png|left|thumb|928x928px]]
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To get '''One Work Request''' with all the daily procedures on it, <u>select no checkbox.</u>
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To get '''Multiple Work Requests''', one for every daily procedure, <u>select the checkbox:</u> ''Generate multiple work requests for procedures with a frequency of less then one month''.
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|- style="vertical-align:top;"  
 
|- style="vertical-align:top;"  
 
| <big>'''<font size="5">7</font>'''</big>  
 
| <big>'''<font size="5">7</font>'''</big>  
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| Click '''Generate PMs''' icon again to start the Monthly Work Request.[[File:Schedule.png|thumb|left]]
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| Click '''Generate PMs''' icon again to start the Monthly Work Request.
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[[File:Schedule.png|none]]
 
|- style="vertical-align:top;"  
 
|- style="vertical-align:top;"  
 
| <big>'''<font size="5">8</font>'''</big>  
 
| <big>'''<font size="5">8</font>'''</big>  
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| The '''Facility Fit''' homepage will appear.[[File:FacilityFitHomePage.png|left|thumb|986x986px]]  
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| The '''Facility Fit''' homepage will appear.
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[[File:FacilityFitHomePage1.png|1000x1000px]]
  
 
To confirm the '''Monthly Work Request''' is in process, click on the '''Generate PMs''' icon again.
 
To confirm the '''Monthly Work Request''' is in process, click on the '''Generate PMs''' icon again.
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|-
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|<big>'''<font size="5">9</font>'''</big>
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|The '''PM Generation''' page re-opens.
 
|- style="vertical-align:top;"  
 
|- style="vertical-align:top;"  
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| <big>'''<font size="5">9</font>'''</big>  
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| <big>'''<font size="5">10</font>'''</big>  
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| The '''PM Generation''' page re-opens.
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|
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Choose the same options as before, the warning in red should appear if the request is being processed.[[File:Generate PMs 2 Warning.png|left|thumb|927x927px]]
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=== To Confirm the request is in process ===
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Choose the same options as before, the warning in red should appear if the request is being processed.[[File:Generate_PMs_2_Warning.png|927x927px]]
 
|}
 
|}

Latest revision as of 11:03, 20 April 2016

Generate PMs - Generate the monthly PM (Preventive Maintenance) work requests that need done based on Asset maintenance text.

Add Monthly Work Request

Generate PMs 1.png

1 Click the Work Requests button to open the work requests page.

MenuWorkRequests.png

2 Click Generate PMs icon to open the request window. The PM Generation page opens.
Schedule.png
3 Select a Campus from the dropdown list.
4 Select a Service Type from the dropdown. Note: Work requests are usually FM (Facilities Management).
5 Select a Month for the "Generate Requests for the month of" field.

Note: Month defaults to today's month.

Note: if Warning in red appears (see below) the month selected has already has had the Work Requests generated (already printed)

Generate PMs 2 Warning.png

6 Daily Procedure Options: Daily procedures can generate a lot of Work Requests. Choose the correct checkbox or choose no checkbox to get the following results:
  • To get No Work Requests for any daily procedures, select the Ignore Procedures checkbox:

> Ignore procedures with frequencies of less than one month?

  • To get One Work Request with all the daily procedures on it, select no checkbox.
  • To get Multiple Work Requests, one for every daily procedure, select the Generate Multiple checkbox
> Generate multiple work requests for procedures with a frequency of less then one month.
Ignore Procedures Checkbox1.png
7 Click Generate PMs icon again to start the Monthly Work Request.
Schedule.png
8 The Facility Fit homepage will appear.

FacilityFitHomePage1.png

To confirm the Monthly Work Request is in process, click on the Generate PMs icon again.

9 The PM Generation page re-opens.
10

To Confirm the request is in process

Choose the same options as before, the warning in red should appear if the request is being processed.Generate PMs 2 Warning.png

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