Generate Monthly Work Requests

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:
To get No Work Requests for any daily procedures, select the Ignore Procedures checkbox:

'Ԥ 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 Generate Multiple checkbox:

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.

Generate Monthly Work Requests

Contents

Add Monthly Work Request

'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.

To Confirm the request is in process:

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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: To get No Work Requests for any daily procedures, select the Ignore Procedures checkbox: 'Ԥ 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 Generate Multiple checkbox: 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.