Preventive Maintenance Work Order List

Modified on Mon, Sep 23 at 10:59 AM

This report provides a list of PM-based work orders generated through PM Generation or through meter readings and can be found under the work order reports category from the left menu.

First, select the date range you'd like to generate the report through. Below is a sample of what your report may look like:

You may customize your report by choosing which columns are shown and where by selecting the Configuration Icon in the top right. A quick tutorial is shown; for more help see Customizing Reports:

Finally, the chart below provides descriptions of the columns:

Column	Description
Work Order ID	ID of the work order being canceled.
Charge To	Asset ID the work order was charged to.
Charge To Name	Asset Name the work order was charged to.
Description	Description of the work order.
Create Date	Date the work order was created.
Schedule Date	Date the work order is scheduled to be completed on
Initial Schedule Date	Initial Schedule Date of the work order from the PM system
Required Date	Date the work order is required to be done by.
Complete Date	Date the work order was completed.
Type & Type Description	Work Order Type and Type Description
Status	Status of the work order in the Work Order Workflow.
Shift	Shift the work order was scheduled for.
Completed By	Personnel that completed the work order.
Down Required	When this is Checked the Asset must be Down to perform the work
Priority	Indicates the order in which work orders should be completed based on their importance, criticality, and impact
Created By	User that created the work order.
PM ID	ID of the PM job.
PM Description	Description of the PM job.
PM Schedule Type	Trigger for the PM (Calendar, Meter, On Demand)
PM Frequency Type	Units of measure for the frequency for calendar based PMs (days, months, etc).
PM Frequency	Frequency/how often the PM job should occur for calendar based PMs.
Requestor, Requestor Phone & Email	Name, phone, and email the work order was requested by.
Scheduled Duration	Expected duration of the work order.
Actual Duration	Actual duration of the work order.
Failure Code	Type of Failure that occurred for this work to be performed
Action Code	Action that was taken to correct the Failure
Root Cause Code	What actually caused the Failure
Total WO Cost	Total cost of the work order.
Account Number	Account the work order was linked to.
Source Type	The SOMAX type this work order was created from Ex: PM or Work Request
Department, Line, System (or your own Asset Groups 1, 2, and 3)	The asset groups that you have created. For example, your asset groups may be department, line, and system. For more help with asset groups, see Setting up Site Details.
Comments	Comments added to the work order
Assigned To	User(s) who are assigned to complete the work order