After a PM is set up and scheduled, the record's Status is set to 1 | Awaiting WO Generation. The WO Number field and Initiated Date fields are blank.
The Lucity Services check the PM's schedule every night to see if it should generate a Work Order.
When the schedule is due, the Lucity Services generate the Work Order.
PM >Status is set to 2 | WO Generated.
PM >WO Number will display the number for the generated Work Order.
PM > Initiated Date will display the date the Work Order was generated.
Fixed schedule PMs - The Last Start Date/Start Next Date fields are updated at this point.
The PM record stays in this state until the Work Order is closed.
Eventually a user closes the generated Work Order by setting the Status > 950. If the PM's schedule is based on meter readings the Work Order Asset record must have the related meter field filled out first.
PM > Status is changed back to 1 | Awaiting WO Generation.
PM > WO Number field and Initiated Date fields are cleared out.
Note: Even though the WO Number is cleared out the PM and WO are always linked together. The historical Work Orders can be viewed in the PM's Work Order grid.
PM > Last End Date is populated with the Work Order's End Date.
Floating PMs and Meter Based PMs - The Last End Date, End Next Date, Previous Meter/Next Meter fields are updated at this point.
A Fixed Schedule generates a Work Order based on the Next Start Date. This type of PM will generate at a fixed interval regardless of when the last job was completed.
For example, you have a PM for a monthly inspection that must be completed on the first calendar day of each month, and the length of time to complete the previous inspection is not important to the start of the next PM. A Fixed Schedule generates a Work Order for the next PM on the first day of the month, as shown in the following diagram:
WO Start Date
WO End Date
Work Order 1
1/1/2018
1/16/2018
Work Order 2
2/1/2018
2/7/2018
Work Order 3
3/1/2018
3/26/2018
Work Order 4
4/1/2018
4/21/2018
Work Order 5
5/1/2018
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Fixed PM Related fields
Last Start Date
Stores the last Start Date for a Work Order generated by the PM.
Note: This will typically also be the last date the PM generated a Work Order unless:
The Days Ahead field is used,
Previous Work Orders for the PM were closed late.
Start Date Interval
Indicates the number of (date) units between Work Order start dates.
Used to calculate the Start Next Date.
Start Interval Code
Specifies the type of units between Work Orders that the Start Date Interval represents (e.g., days, weeks, months, years).
Used to calculate the Start Next Date.
Start Next Date
Marks the start date for the next Work Order generated by the PM.
Note: This will typically also be the next date that the PM generates a Work Order unless:
The Days Ahead field is used,
Previous Work Orders for the PM were closed late.
Calculation
Calculated automatically when the Last Start Date and Start Date Interval and Start Interval Code are entered.
Example: A Work Order is generated on 8/15/2018 which is put in the Last Start Date field. The Start Date Interval is 1 and the Start Interval Code is Years. The system calculates the Start Next Date to be 8/15/2019.
Find the PM record to schedule and click Open Record. The PM/Template form opens.
Navigate to the Schedule fields within the PM record.
Enter the Start Date Interval and Start Interval Code to indicate how often a Work Order should generate.
Example: To generate a Work Order every 3 weeks:
Start Date Interval = 3
Start Interval Code = 2|Weeks
Enter a Last Start Date.
If you know the last date the task was performed for the assets enter that date.
If you do not know the last date the task was performed for the assets figure out what date you want it to be performed on and then calculate backwards using the Start Date Interval and units in the Start Interval Code to figure out what the last date would have been.
The Start Next Date will calculate automatically with the date that the next Work Order will start.
Example: The following PM will generate a Work Order every 3 weeks. The next time it will generate a Work Order will be 12/21/2018.
Click Save . The PM will generate work on this schedule.
Open the PM/Templates module by selecting Work > PMs/Templates.
Click the to expand the desired Grouped PM record that contains one or more PM Groups.
Select the PM Groups grid and click the to expand the PM Group that needs a schedule.
In the Grouped PM Scheduling grid, click the Toolkit and select Add New Schedule. The schedule form opens:
Enter the Start Date Interval and Start Interval Code to indicate how often a Work Order should generate.
Example: To generate a Work Order every 3 weeks:
Start Date Interval = 3
Start Interval Code = 2|Weeks
Enter a Last Start Date:
If you know the last date the task was performed for the assets enter that date.
If you do not know the last date the task was performed for the assets determine what date you want it to be performed on and then calculate backwards using the Start Date Interval and units in the Start Interval Code to determine what the last date would have been.
The Next Start Date will calculate automatically with the date that the next Work Order will start.
Example: The following PM will generate a Work Order every 3 weeks. The next time it will generate a Work Order will be 12/21/2018:
Note: Once the Fixed Schedule (Start Dates) fields are populated, the Floating Schedule (End Dates) fields are deactivated.
Click Save . The Schedule appears in the PM/Template Group's Grouped PM Scheduling grid and will generate work by this schedule for this Grouped PM.
Schedule modification
Generating Work Orders ahead of schedule
Fixed Schedule PMs can be generated before their Start Next Date by populating the Days Ahead field. This helps employees prepare for upcoming work.
In this example the PM is set to generate 3Days Ahead of schedule. The PM will generate the next Work Order on 12/18/2018. The Work Order's Start Date will be 12/21/2018.
Dealing with missed Work Orders
Since Fixed SchedulePMs are always generated on a fixed date, there is the danger that the previous Work Order might not be completed before the next date that a Work Order should generate. There are several options to tell the system how to manage this scenario.
The Lucity system can be configured to skip generating a Work Order on a specific day of the week, date or range of dates.
Important: It is important to note that Exclusion Days are based on the Start Date of the next Work Order. Typically the schedule's Start Next Date is the date that the Work Order will generate. However, be aware that if the PM has missed work orders and is not resetting PM schedules or forcing PMs to generate on schedules, the Work Order's Start Date will be backdated. This means that a PM may generate backdated work for a day that wasn't an Exclusion Date.
How to generate a Work Order from a PM Schedule
. The PM/Template form opens.
. The PM will generate work on this schedule. 
to expand the desired Grouped PM record that contains one or more PM Groups.
and select Add New Schedule. The schedule form opens:
