Click the Filter tool in the module toolbar and select an existing filter or create a filter for the PM/Template records for which you want to update the Est Duration from Work Orders.
Click the Toolkit and select Calculate Average Duration from Work Orders for Current Filter. The system asks whether you want to run the tool against the number of records in the filter.
Click OK. The system perform the following functions:
Calculate average actual duration of completed Work Orders linked to each PM in the filterset.
The tool will only run this calculation and update PMs if the number of completed Work Orders related to the pm >= a number set in the "Enter the Minimum Number of Linked WOs required to update the Est Duration" Work Option.
Only closed Work Orders with actual durations > 0 will be included in the average duration calculation.
Use the value from step 4a to update the Est Duration field on each PM.
If Projected Complete Date/Time are changed on an open Work Order, this duration will not overwrite the PM's Est Duration but will populate it if the field is blank.
Calculate Average Duration from Work Orders for Selected Record(s)
Calculates the average duration of completed Work Orders linked to the selected PM(s) to determine/update the Est Duration field for the selected PM(s).
Select one or more PM record(s) for which you want to update the Est Duration.
Click the Toolkit and select Calculate Average Duration from Work Orders | Selected Record(s). The system asks whether you want to run the tool against the selected records.
Click OK. The system perform the following functions:
Calculates average actual duration of completed Work Orders linked to the selected PM(s).
The tool will only run this calculation and update PM(s)if the number of completed Work Orders related to the pm is greater than or equal to the number set in the "Enter the Minimum Number of Linked WOs required to update the Est Duration" Work Option.
Only closed Work Orders with actual durations greater than 0 will be included in the average duration calculation.
Uses the value from step 4a to update the Est Duration field on the selected PM(s).
If Projected Complete Date/Time are changed on an open Work Order, this duration will not overwrite the PM's Est Duration but will populate it if the field is blank.
Calculate Estimates based on Historical Data for Current Filter
Uses historical data from closed Work Orders generated from PM(s) in the current filterset to estimate time and costs required to accomplish work generated from the PM(s) in the current filterset.
This toolkit calculates actual averages from Work Orders from a date you select for the following fields. Those averages are then populated to the corresponding estimate fields on the PM record(s):
Labor Hours
Labor Cost
Equipment Cost
Material Cost
Fluid Cost
Contractor Cost
Misc. Cost
Total Cost
Task Duration
Note: This tool includes only non-zero data for the averages.
Click the Filter tool in the module toolbar and select an existing filter or create a filter for the PM/Template records whose estimated time and costs you want to update.
Click the Toolkit and select Calculate Estimates based on Historical Data | Current Filter. The system asks whether you want to run the tool against the number of records in the filter.
Click OK. The following pop-up appears:
Enter Last End Date. This tells the system to use data from completed Work Orders whose End Date is greater than or equal to the date you select.
Click OK. The toolkit gathers data from Work Orders linked to the PM (in the selected time frame) to calculate actual averages for the following fields:
Labor Hours
Labor Cost
Equipment Cost
Material Cost
Fluid Cost
Contractor Cost
Misc. Cost
Total Cost
Task Duration
Those averages are then populated to the corresponding estimate fields on the PM record(s).
Note: This tool includes only non-zero data for the averages.
Calculate Estimates based on Historical Data for Selected Record(s)
Uses historical data from closed Work Orders generated from the selected PM(s) to estimate time and costs required to accomplish work generated from the selected PM(s).
This toolkit calculates actual averages from Work Orders from a date you select for the following fields. Those averages are then populated to the corresponding estimate fields on the PM record(s):
Labor Hours
Labor Cost
Equipment Cost
Material Cost
Fluid Cost
Contractor Cost
Misc. Cost
Total Cost
Task Duration
Note: This tool considers only non-zero data when calculating averages.
Select one or more PM records for which you want to calculate time and cost estimates based on historical Work Order data.
Click the Toolkit and select Calculate Estimates based on Historical Data | Selected Record(s). The following pop-up appears:
Enter Last End Date. This tells the system to use data from completed Work Orders whose End Date is greater than or equal to the date you select.
Click OK. The toolkit gathers data from Work Orders linked to the PM (in the selected time frame) to calculate actual averages for the following fields:
Labor Hours
Labor Cost
Equipment Cost
Material Cost
Fluid Cost
Contractor Cost
Misc. Cost
Total Cost
Task Duration
Those averages are then populated to the corresponding estimate fields on the PM record(s).
Note: This tool includes only non-zero data for the averages.
Change Crew for Current Filter
Changes the Crew for all PM/Templates in the filterset.
Click the Filter tool in the module toolbar and select an existing filter or create a filter for the PM/Template records you want to update.
Click the Toolkit and select Change Crew | Current Filter. The system asks whether you want to run the tool against the number of records in the filter.
Click OK. A picklist of available Crews similar to the following appears:
These records come from the Work > Administration > Work Flow Setup > Crew Setup module. This list will initially display only options associated with the same Category as the PM/Templates in the current filter. Click Show All to show options available in all Categories.
Select the desired Crew.
Click Select. The system adds the Crew to all PM/Template records in the filterset.
Change Crew for Selected Record(s)
Changes the Crew for selected PM/Template record(s).
Select one or more records in the PM/Templates grid.
Click the Toolkit and select Change Crew for Selected Record(s). A pop-up similar to the following will appear:
These records come from the Work > Administration > Work Flow Setup > Crew Setup module. This list will initially display only options associated with the same Category as the PM/Templates for the selected record(s). Click Show All to show options available in all Categories.
Select the desired Crew.
Click Select. The system adds the Crew to the PM/Template record(s).
Change Lead Worker for Current Filter
Changes the Lead Worker field for all PM/Templates in the filterset.
Click the Filter tool in the module toolbar and select an existing filter or create a filter for the PM/Template records you want to update.
Click the Toolkit and select Change Lead Worker| Current Filter. A prompt appears indicating the number of records that will be affected by the action.
Click OK. The following pop-up will appears with a list of employees designated as Lead Worker:
These records come from the Work > Administration > Work Flow Setup > Employee Setup module. This list will initially display only options associated with the same Category as the PM/Templates in the current filter. Click Show All to show options available in all Categories.
Select the new Lead Worker.
Click Select. The tool will run and update the Lead Worker on all PM/Templates in the filterset.
Change Lead Worker for Selected Record(s)
Changes the Lead Worker for the selected PM/Template record(s).
Open the Work >PM/Templates module and select one or more records.
Click the Toolkit and select Change Crew for Selected Record(s). A pop-up similar to the following will appear:
These records come from the Work > Administration > Work Flow Setup > Employee Setup module. This list will initially display only options associated with the same Category as the PM/Templates for the selected record(s). Click Show All to show options available in all Categories.
Select the new Lead Worker.
Click Select. The tool will run and change the Lead Worker on all the selected record(s).
Change Status to Awaiting WO Generation for Selected Record(s)
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.
Select one or more records in the PM/Templates grid.
Click the Toolkit and select Change Status to Awaiting WO Generation for Selected Record(s). A prompt will indicate the number of records that will be affected by the action.
Click OK. The tool will run and change the Status on all the selected records to Awaiting WO Generation.
Change Supervisor for Current Filter
Changes the Supervisor field for all PM/Templates in the filterset.
Click the Filter tool in the module toolbar and select an existing filter or create a filter for the PM/Template records you want to update.
Click the Toolkit and select Change Supervisor for Current Filter. A prompt similar to the following indicates the number of records that will be affected by the action:
Click OK. The following pop-up will appear:
These records come from the Work > Administration > Work Flow Setup > Employee Setup module. This list will initially display only options associated with the same Category as the PM/Templates in the current filter. Click Show All to show options available in all Categories.
Select the new Supervisor.
Click Select. The tool will run and update the Supervisor on all PM/Templates in the filterset.
Change Supervisor for Selected Record(s)
Changes the Supervisor field for selected PM/Template records.
Click the Toolkit and select Change Supervisor for Selected Record(s). A pop-up similar to the following will appear:
These records come from the Work > Administration > Work Flow Setup > Employee Setup module. This list will initially display only options associated with the same Category as the PM/Templates for the selected record(s). Click Show All to show options available in all Categories.
Select the new Supervisor.
Click Select. The tool will run and change the Supervisor on all selected records.
Check for Data Problems for Selected Record(s)
Checks selected the PM/Template record(s) and the records in the grid(s) for data problems that could prevent or complicate Work Order generation from a PM. The system checks for invalid or removed data including the following:
Select one or more records that you want to check for data problems.
Click the Toolkit and select Check for Data Problems for Selected Record(s). A prompt appears indicating the number of records that will be affected by the action.
Click OK. The tool will run.
If there are no data problems, a pop-up appears indicating "No errors found."
If the system finds data problems, it will produce a list of the problems similar to the following:
Click OK. Fix the reported problems to ensure PMs and linked Work Orders function as desired.
Force Spatial Record Processing for Current FIlter
Directs the Lucity Spatial Indexer to process or reprocess the location data for the PM/Templates in the filterset. This can be done to fix problems if there were errors.
The Lucity Spatial Indexer collects information about the location of the PM/Template using the Location and Assets grids and stores the geographic coordinates in the Lucity database. This information can be used later to display the location of PM/Templates in a map.
Use the Filter tool to create a filter for the Request records you want to update.
Click the Toolkit and select Force Spatial Record Processing | Current Filter. A prompt appears indicating the number of records that will be affected by the action.
Click OK. The tool runs, processing and storing the PM/Template locations.
Force Spatial Record Processing for Selected Record(s)
Directs the Lucity Spatial Indexer to process or reprocess the location data for the selected PM/Templates.
The Lucity Spatial Indexer collects information about the location of the PM/Work Template using the Location and Assets grids and stores the geographic coordinates in the Lucity database. This information can be used later to display the location of PM/Templates in a map.
Click the Toolkit and select Force Spatial Record Processing | Selected Records. A prompt appears indicating the number of records that will be affected by the action.
Click OK. The tool runs, processing and storing the PM/Template locations.
Click the Filter tool in the module toolbar and select an existing filter or create a filter for the PM/Template records you want to update.
Click the Toolkit and select Update Next Start Date for Current Filter. A prompt appears indicating the number of records that will be affected by the action.
Click OK. The following pop-up appears:
Select the new Next Start Date.
Click OK.
The tool will run and update the Next Start Date on all PM/Templates in the filterset.
Note: This tool will only work on Scheduled PMs. After running the tool, the system will display a list of any PMs in the filter that did not update.
Update Next Start Date for Selected Record(s)
Changes the Next Start Date for selected PM/Template record(s).
How to determine the Est Duration of a PM based on averaged data from linked Work Orders 
tool in the module toolbar and select an existing filter or 
and select Calculate Average Duration from Work Orders for Current Filter. The system asks whether you want to run the tool against the number of records in the filter.
