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Managing PMs

Force generating a work order

Asset Essentials allows you to force a PM schedule to generate a Work Order if needed. Force generating a Work Order does not alter the frequency of the PM schedule.

  • Click on the Work Orders menu icon and select PM/PdM.
  • Right-click the schedule you need to generate a work order and choose Force Work Order.
  • A confirmation dialog box will appear.
  • If you would like to adjust the frequency of the PM schedule after generating the work order check the box next to Adjust the normal schedule.
  • Click Yes to force generate the work order.

 

 

  • Click on the Work Order ID to go directly to that Work Order or Click OK to dismiss the window.
  • If you checked the Adjust the normal schedule check box you will be redirected to the Schedule section of the PM after clicking OK

Batch force generating multiple work orders

  • Click on the Work Orders menu icon and select PM/PdM.
  • Check the boxes next to the PM Schedules you need to force generate work orders for.
  • Click the More button and select Force Work Orders.
  • Click Yes to force generate a work order for each of the schedules selected.
  • A confirmation window will appear with a list of the work orders that generated. Click on the Work Order ID to go directly to that Work Order or click OK to dismiss the window.

Duplicating PMs

Creating a copy of one of your PMs is easy in Asset Essentials.

  • Click on the Work Orders menu icon and select PM/PdM.
  • Right-click on the PM that you will be duplicating and select Duplicate.
  • The Add PM page will load with the majority of the information copied over from the selected PM.
  • In the Tasks/Steps section, the Include Tasks box will be checked by default. If you do not want to include any tasks on the duplicated PM, uncheck the box.
  • Make any necessary changes to the duplicated PM and click Save.