Calendar PM Generation

Modified on Wed, 06 Dec 2023 at 04:59 PM

1. Click Maintenance | Preventive Maintenance | Generate Work Orders 

The Page displayed next will depend on how your Configuration, Client Setup, Overview, PM Work Order Generation Method is set


The below Pages are displayed when the PM Work Order Generation Method is set to Preview before Generation

2. Select Calendar under the Schedule Type dropdown list 


 3.Select the date you wish to populate PM's through with the Generate Through feature


The Generate Through date must be at least one day in the future
You can Filter the PMs that will be Generated by using the Filter Feature

4.Click Process and the below Page will be displayed

5. Select the Work Order you wish to Generate by Clicking the Checkbox to the Left or Click the Top Checkbox to Select them all.


6. Click on the Create Work Orders button (If you wish to print them now Click the Checkbox Print Generated Work Orders)


The below page will be displayed when the PM Work Order Generation Method is set to Generate without Preview


 7.Select the date you wish to populate PM's through with the Generate Through feature


The Generate Through date must be at least one day in the future
You can Filter the PMs that will be Generated by using the Filter Feature


8. Click on the Create Work Orders button (If you wish to print them now Click the Checkbox Print Generated Work Orders)


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