Difference between revisions of "Generate Monthly Work Requests"

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(→‎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|thumb|60x60px|left]]
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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|thumb|left]]
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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>  
 
| The '''Facility Fit''' homepage will appear.
 
| The '''Facility Fit''' homepage will appear.
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[[File:FacilityFitHomePage1.png|1000x1000px]]
  
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To confirm the '''Monthly Work Request''' is in process, click on the '''Generate PMs''' icon ag
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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

Retrieved from "https://help.myfacilityfitpro.com/index.php?title=Generate_Monthly_Work_Requests&oldid=1042"