Difference between revisions of "Generate Monthly Work Requests"
From MyFacilityFitPro_Wiki
(→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 | + | '''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]] == |
| − | [[File: | + | |
{| class="wikitable" border="1" | {| class="wikitable" border="1" | ||
|- style="vertical-align:top;" | |- style="vertical-align:top;" | ||
| Line 15: | Line 14: | ||
|- 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 | + | | Select a '''Campus''' from the dropdown list. |
|- style="vertical-align:top;" | |- style="vertical-align:top;" | ||
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|- 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. | + | | 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. | ||
| + | |||
| + | '''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> | |
| − | To get '''No Work Requests''' for any daily procedures, <u>select the checkbox:</u> | + | |
| − | To get '''One Work Request''' with all the daily procedures on it, <u>select no checkbox.</u> | + | ====== ''''Ԥ'' 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 Generate Multiple checkbox:</u> | ||
| − | + | ====== ''Ԥ 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> | ||
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|- 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 | + | | The '''Facility Fit''' homepage will appear. |
| + | [[File:FacilityFitHomePage1.png|1000x1000px]] | ||
To confirm the '''Monthly Work Request''' is in process, click on the '''Generate PMs''' icon again. | To confirm the '''Monthly Work Request''' is in process, click on the '''Generate PMs''' icon again. | ||
| Line 48: | Line 54: | ||
=== To Confirm the request is in process: === | === 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: | + | 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]] |
|} | |} | ||
Revision as of 11:36, 15 April 2016
Generate PMs - Generate the monthly PM (Preventive Maintenance) work requests that need done based on Asset maintenance text.
Contents
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:
'Ԥ Ignore procedures with frequencies of less than one month?.
Ԥ 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 | The PM Generation page re-opens.
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. |
