Scheduling WOs (Work Orders) Tab

The Scheduling WOs tab allows you to set up when and how often your PMs are generated.  The fields in this tab will be inaccessible if the Scheduled PM checkbox in the header is not marked.  This checkbox distinguishes a regular work order template from a PM.  

Note: This tab is not used for Grouped PMs.  If you are creating a grouped PM, you should use the Grouped PMs tab for scheduling.

Note: If a PM work order status is "Open", the PM will not appear in the Work Order module's Toolkit.  Thus, you cannot use that PM to generate another work order until the current one is closed. Only one open work order per PM is allowed.  However, you can have multiple work orders open when using the regular work order template.

Note:  Once a PM is designated as Scheduled, it cannot be switched to a non-scheduled Work Order.  If you want to disable the PM and keep it from scheduling you will need to remove the start and next values as well as the interval.

Tutorial Movie Click on this link to access the PM/Work Template Tutorial Movies.

Scheduling PM

The first step when scheduling a PM is to determine if the PM is to be on a fixed schedule or a floating schedule.

In This Section

Fixed Schedule (WO Start Date)

Floating Schedule (WO End Date)

Floating Schedule (All Meter Readings)

Floating Schedule (Meter Readings and Dates)

Exclusion Days

Days Ahead Field

Meters Ahead Fields

Other Affected PMs Grid

See Also

PM Work Template

PM Header Data

WO (Work Order) Tab

Location Tab

Assets tab

Checklist Tab

Tasks and Resources Tab

Grouped PMs

Related WOs

Billing Tab

WO Custom Tab

Custom Tab

Comments Tab

Toolkit

How to Create a PM

How to Edit a PM Schedule

How to Create a WO Template

PM Work Template Tutorial Movies