Generate Monthly Work Requests

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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

Generate PMs 1.png

1 Click the Work Requests button to open the work requests page.

MenuWorkRequests.png

2 Click Generate PMs icon to open the request window. The PM Generation page opens.
Schedule.png
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)

Generate PMs 2 Warning.png

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:

> 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
> Generate multiple work requests for procedures with a frequency of less then one month.
Ignore Procedures Checkbox1.png
7 Click Generate PMs icon again to start the Monthly Work Request.
Schedule.png
8 The Facility Fit homepage will appear.

FacilityFitHomePage1.png

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 process

Choose the same options as before, the warning in red should appear if the request is being processed.Generate PMs 2 Warning.png