Generate work orders using PM schedules

Civic Platform generates work orders for each linked asset each time a preventative maintenance task queues. For example, an agency requires an oil change every 3,000 miles for its fleet of vehicles. The agency generates a PM schedule for the oil change and they link the applicable vehicles to the PM schedule. When one or more of the vehicles hits or exceeds the 3,000 mile milestone, an agency user can generate a batch of work orders for each vehicle that achieved the milestone. When the work orders are complete, the next PM schedule date schedules automatically.

To generate work orders from a PM schedule

1. From the PM schedule page, find and open the PM schedule from which you want to generate work orders.

2. Select Generate.

3. Enter the Through date.

4. Select the Schedules to generate option to generate work orders either for all PM schedules in the list or for selected PM Schedules only. If you do not select any PM Schedules, only the first option is available.

5. Select Preview.

   You can see descriptions of the fields that appear on this report by selecting Summary fields in the preview summary report.

6. Review the report to verify that the PM schedules listed are correct.

7. Select Generate.

8. Select OK

9. Select Complete.

   Civic Platform generates the work orders from the selected PM schedule(s) and returns to the PM schedules list page.