Difference between revisions of "Generate Monthly Work Requests"
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(→Add Monthly Work Request) (Tag: VisualEditor) |
(→To Confirm the request is in process:) (Tag: VisualEditor) |
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| − | '''Generate PMs''' - | + | '''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 == | ||
| + | [[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> | ||
| − | |Click '''Work Requests''' | + | |Click the '''Work Requests''' button to open the work requests page. |
| + | [[File:MenuWorkRequests.png|80x80px]] | ||
| + | |||
|- style="vertical-align:top;" | |- style="vertical-align:top;" | ||
|<big>'''<font size="5">2</font>'''</big> | |<big>'''<font size="5">2</font>'''</big> | ||
| − | |Click '''Generate PMs''' icon[[File:Schedule.png| | + | |Click '''Generate PMs''' icon to open the request window. The '''PM Generation''' page opens. |
| + | [[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> | ||
| − | | | + | | Select a '''Campus''' from the dropdown list. |
| − | + | ||
| − | + | ||
|- style="vertical-align:top;" | |- style="vertical-align:top;" | ||
| <big>'''<font size="5">4</font>'''</big> | | <big>'''<font size="5">4</font>'''</big> | ||
| − | | Select a '''Service Type''' from the dropdown. '''Note:''' Work requests are usually FM (Facilities Management). | + | | 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> | ||
| − | | 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 | + | | 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) | ||
| + | |||
| + | [[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> | ||
| − | | Daily procedures can generate a lot of Work Requests. Choose the correct checkbox or choose no checkbox to get the following results: | + | | '''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, <u>select the Ignore Procedures 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 ''' | + | * To get '''Multiple Work Requests''', one for every daily procedure, <u>select the Generate Multiple checkbox</u> |
| − | + | ''''' >'' ''Generate multiple work requests for procedures with a frequency of less then one month''.'''[[File:Ignore Procedures Checkbox1.png|left|thumb|928x928px]] | |
| − | + | ||
| − | + | ||
| − | + | ||
|- 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| | + | | Click '''Generate PMs''' icon again to start the Monthly Work Request. |
| + | |||
| + | [[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. |
| − | |- | + | [[File:FacilityFitHomePage1.png|1000x1000px]] |
| − | | <big>'''<font size="5">9</font>'''</big> | + | |
| − | | | + | To confirm the '''Monthly Work Request''' is in process, click on the '''Generate PMs''' icon again. |
| + | |- | ||
| + | |<big>'''<font size="5">9</font>'''</big> | ||
| + | |The '''PM Generation''' page re-opens. | ||
|- style="vertical-align:top;" | |- style="vertical-align:top;" | ||
| <big>'''<font size="5">10</font>'''</big> | | <big>'''<font size="5">10</font>'''</big> | ||
| − | | | + | | |
| − | + | === 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.[[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
| 1 | Click the Work Requests button to open the work requests page.
|
| 2 | Click Generate PMs icon to open the request window. The PM Generation page opens.
 |
| 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)
|
| 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:
> Ignore procedures with frequencies of less than 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 | The PM Generation page re-opens. |
| 10 |
To Confirm the request is in processChoose the same options as before, the warning in red should appear if the request is being processed. |
