Difference between revisions of "Generate Monthly Work Requests"
From MyFacilityFitPro_Wiki
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|<big>'''<font size="5">2</font>'''</big> | |<big>'''<font size="5">2</font>'''</big> | ||
| − | |Click '''Generate PMs''' icon[[File:Schedule.png|centre|thumb]] | + | |Click '''Generate PMs''' icon to open the request window.[[File:Schedule.png|centre|thumb]] |
|- style="vertical-align:top;" | |- style="vertical-align:top;" | ||
| <big>'''<font size="5">3</font>'''</big> | | <big>'''<font size="5">3</font>'''</big> | ||
| − | |The '''PM Generation''' page opens. | + | |The '''PM Generation''' page opens.[[File:Generate PMs 1.png|centre|thumb|1000x1000px]] |
| − | Select a Campus from the dropdown. | + | Select a '''Campus''' from the dropdown list (3). |
|- style="vertical-align:top;" | |- style="vertical-align:top;" | ||
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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?.'' | To get '''No Work Requests''' for any daily procedures, <u>select the checkbox:</u> ''Ignore procedures with frequencies of less than one month?.'' | ||
| − | To get '''One Work Request''' with all the daily procedures on it, <u>select no checkbox</u> | + | To get '''One Work Request''' with all the daily procedures on it, <u>select no checkbox.</u> |
| − | To get '''Multiple Work Requests''', one for every daily procedure, <u>select the checkbox:</u> ''Generate | + | 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''. |
|- style="vertical-align:top;" | |- style="vertical-align:top;" | ||
| <big>'''<font size="5">7</font>'''</big> | | <big>'''<font size="5">7</font>'''</big> | ||
| − | | Click '''Generate PMs''' icon[[File:Schedule.png|centre|thumb]] | + | | Click '''Generate PMs''' icon again to start the Monthly Work Request.[[File:Schedule.png|centre|thumb]] |
|- 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. |
| + | |||
| + | To confirm the '''Monthly Work Request''' is in process, click on the '''Generate PMs''' icon again. | ||
|- style="vertical-align:top;" | |- style="vertical-align:top;" | ||
| <big>'''<font size="5">9</font>'''</big> | | <big>'''<font size="5">9</font>'''</big> | ||
| − | | | + | | Choose the same options as before, the warning in red should appear if the request is being processed. |
| + | |||
|- style="vertical-align:top;" | |- style="vertical-align:top;" | ||
| <big>'''<font size="5">10</font>'''</big> | | <big>'''<font size="5">10</font>'''</big> | ||
Revision as of 10:59, 12 April 2016
Generate PMs - generate the monthly PM (Preventive Maintenance) work requests that need done based on Asset maintenance text
Add Monthly Work Request
| 1 | Click Work Requests icon |
| 2 | Click Generate PMs icon to open the request window. |
| 3 | The PM Generation page opens.
Select a Campus from the dropdown list (3). |
| 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: if Warning in red appears the month selected has already has had the Work Requests generated (already printed)
Note: Month defaults to today's month. |
| 6 | 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 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 checkbox: Generate multiple work requests for procedures with a frequency of less then one month. |
| 7 | Click Generate PMs icon again to start the Monthly Work Request. |
| 8 | The Facility Fit homepage will appear.
To confirm the Monthly Work Request is in process, click on the Generate PMs icon again. |
| 9 | Choose the same options as before, the warning in red should appear if the request is being processed. |
| 10 | |
| 11 |
