Generate a Work Order X Days Before the Completion Date for Maintenance [PM]

You can specify how many days prior to the Requested Completion Date for Scheduled Maintenance [PM] that you want the work order to generate.

To do so, follow these steps:

• Go to the left navigation bar>Add Maintenance [PM]
• Enter the initial required information
• After you click Next, on the Schedule Maintenance Details page near the bottom you will see a field called " Generate Work Order X Days prior to Requested Completion Date". Enter the number of days ahead of time that you want the work order to be generated.
  • Once a work order is generated, then you will see it on the Calendar in Work Order & Asset Management.
  • However, edits to PM's only apply to future work orders that have not yet been generated.

• After you click Save, a Work Order will be generated according to the number of days entered.

NOTE:  If Tasks are used, then multiple Work Orders would generate according to the number of days entered.