Toolkit

The Toolkit in the PM/Work Template module provides these functions:

Function

Result

Change Crew for Filterset

Changes the Crew fie16

ld for all work orders in the filterset.

Change Lead Worker for Filterset

Changes the Lead Worker field for all work orders in the filterset.

Change Supervisor for Filterset

Changes the Supervisor field for all work orders in the filterset.

Reset PM Status to Awaiting WO Generation

Resets the status of the current PM to Awaiting WO Generation. This tool is used when:

  • A PM's status is WO Generated and the Work Order has been canceled.
  • A Work Order was incorrectly generated from a PM.
  • A Work Order was closed but the PM status was not automatically reset.

Note: This toolkit function will not run if there are any open work orders currently linked to the PM or there are any Tightly Linked PMs with open work orders. All related open work orders must be closed or disassociated from the PM.

Update PM/Template Checklist

Enables users to select a Task with a Checklist and overwrite the PM's current checklist with the checklist from the task.

How To Run a Toolkit Function

  1. Locate the PM you wish to run the toolkit against or create a filter for the records that should be updated by a filterset tool.
  2. Click the button in the module toolbar. The following window appears:

    PM Toolkit

  3. Highlight one of the toolkit functions and click .

    Change Crew for filterset

    Change Lead Worker for filterset

    Change Supervisor for filterset

    Reset PM Status to Awaiting WO Generation

    Update PM/Template Checklist