Difference between revisions of "Generate Monthly Work Requests"
From MyFacilityFitPro_Wiki
(→Add Monthly Work Request) (Tag: VisualEditor) |
(→Add Monthly Work Request) (Tag: VisualEditor) |
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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 == | ||
{| 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''' [[File:MenuWorkRequests.png|centre|thumb|60x60px]] | + | |Click '''Work Requests''' icon [[File:MenuWorkRequests.png|centre|thumb|60x60px]] |
|- 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|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. |
| − | + | ||
| + | Select a Campus from the dropdown. | ||
| + | |||
|- 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). |
|- 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 |
|- 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: |
| + | |||
| + | 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 '''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]] |
|- style="vertical-align:top;" | |- style="vertical-align:top;" | ||
| <big>'''<font size="5">8</font>'''</big> | | <big>'''<font size="5">8</font>'''</big> | ||
Revision as of 08:36, 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 |
| 3 | The PM Generation page opens.
Select a Campus from the dropdown. |
| 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 |
| 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 |
| 8 | |
| 9 | |
| 10 | |
| 11 |
