Enter Parameters for Calendar Generation

Explanation

Use this activity to enter parameters required to control the PM actions for which you want to generate work orders. To generate work orders based on a calendar, you need to enter the site, week, and maintenance organization. All preventive maintenance actions, both separate and route, which have been defined for calendar-based generation, will generate work orders for the chosen week and maintenance organization.  In order to generate for all maintenance organizations, do not enter any maintenance organization in the respective field. Optionally you can select connection types Equipment, Linear Asset or Tool/Equipment  to generate work orders for the one of these object types. If connection type field left blank, WO is generated on the all preventive maintenance records if it fulfills the other criteria.

Prerequisites

System Effects

As a result of this activity, all PM actions defined for calendar-based generation, will automatically generate work orders for the chosen week, site, maintenance organization and the connection type. The generation is done as a back ground job. All the generated work orders will be available for further preparations along with other regular work orders. For route PM actions the generated work order is set to the WorkRequest status. For separate PM actions, the status of the generated work orders may differ depending on the value of the WO_GEN_INIT_STATE object property. For more information, refer to the Separate Work Order from PM help file.

Window

Calendar Generation

Related Window Descriptions

Calendar Generation

Procedure

  1. In the WO Site field, the user's default site is displayed. Click List to change to another site that the user is connected to, if appropriate.
  2. In the Week field, enter the week for which PM actions are to be generated.
  3. In the Maint. Org. field, click List to select a responsible maintenance organization for PM actions. Leave this field blank if you want to generate PM actions for all maintenance organizations.
  4. Optionally enter Connection Type and the object site in the Site field.
  5. Click OK.

Note: When generating work orders for a specific linear asset you have to enter the revision number along with the object ID for the linear asset. For example: LinAssID:1 (or LinAssID:% to get work orders for all revisions of the linear asset).