Defining the generate WO alert type

When an alert has its Generate WOs check box selected and the alert runs, the system will determine the type of work orders that are to be generated or created based on the PM Schedule/Maintenance Pattern Type field value on the Generate WOs tab for the alert. The alert can have only one PM Schedule/Maintenance Pattern Type value and will generate or create only that type of work order.

To define the generate WO alert type:

  1. Select Administration > System Configuration > Alert Management.
  2. Select the record for which to create a generate WO alert, and then click the Generate WO tab.
  3. Click PM Schedule/Maintenance Pattern Type.
  4. Specify this information:
    PM Schedule/Maintenance Pattern Type
    Select Fixed/Variable PMs if the PM is based on a fixed or variable schedule.
    Select Duplicate PMs to allow multiple work orders to be open at the same time.
    Select Non-duplicate MPs if you do not want to duplicate maintenance patterns.
    Select Duplicate MPs to allow duplicate maintenance patterns.
    Note: If Duplicate PMs or Duplicate MPs is selected, the system will enable the Generate Through Field lookup and make it a required field. The Generate Through Field identifies which grid field holds the calculated date for which the alert should create duplicate work orders or maintenance patterns.

    See Defining fields for grids.

  5. Click Save Record.