Difference between revisions of "Generate Monthly Work Requests"

Revision as of 10:36, 12 April 2016

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

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) 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
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@@ Line 20: / Line 20: @@
 |- style="vertical-align:top;"
 | <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:''' 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.
 |- style="vertical-align:top;"
 | <big>'''<font size="5">6</font>'''</big>