Generate Proposed Work Orders

Purpose

Generate a list of Proposed Work Orders for Asset Tasks that are due to be executed within a specified time period and meet the specified filter, split and combination options.

Before you start

Configure Last Scheduled Date and Last Done Date for each Asset Task.
Configure Meters that are attached to the Asset, if applicable.
Configure Monitoring Point details for the Asset, if applicable.
Add Profiles for the Generate Proposed Work Orders Filter window to filter, split and combine Tasks for Proposed Work Orders.

How to… Generate Proposed Work Orders for Scheduled Tasks

1. Open the Main Men, select Maintenance Manager - Planning And Scheduling - Proposed Work Orders, and then click to open the Proposed Work Orders browse window.

2. Click on the toolbar to open the Generate Proposed Work Orders Filter window.

3. Configure the settings on the Filter tab.

4. Configure the settings on the Split Options tab.

5. Configure the settings on the Combination Options tab.

6. Click Generate to generate the proposed work orders and allow the work orders to be generate. This could take a few minutes to complete.

7. Click on the toolbar to refresh the Proposed Work Order browse window grid.

Business rules

Proposed Work Orders can only be generated for assets that:
- are at a non-virtual Site
- have the Maintain this Asset (MSI) option enabled
- are in the “Confirmed” or “Modified - Awaiting Confirmation” status

Please note!

Proposed Work Orders do not have a work order code.
The proposed work order's description includes the following:
- Number of tasks proposed, number of tasks created, and number of tasks suppressed
- Default task interval
- Task descriptions
An asset task's 'Last Scheduled' date is only updated when a proposed work order is converted to a work order.
The Description for the Background Task Message defaults to “Generating Proposed Work Orders...”, but it can be edited to show a different value under the Message Header on the Background Task Message window.