Releasing PM work orders

Release PM work orders awaiting execution in a batch. Select the work orders to be released by changing the WO Status and updating the Scheduled Start Date.

After the batch release process completes, the records that have been successfully updated in the Release PMs list are retained, enabling you to print the released PM work orders individually or in a batch.

If you have established a nesting reference between major and minor PMs to bypass a minor PM that coincides with the release of a major PM, the minor PM is bypassed as indicated by the nesting reference.

See Creating Preventive Maintenance Work Orders.

Note: A minor PM can only be bypassed if the minor PM is currently associated with an existing major PM with a status of Released, regardless of a specified back or forward nesting tolerance.

Select Work > Process > Release Individual PM Work Orders.
All PM work orders with a WO Status (system status or user status equivalent) of Awaiting Release are retrieved.
Select the PM work order to release.
Specify this information:

WO Status

Change the status of the PM work order to R (Released).

Scheduled Start Date

Update the scheduled start date for the PM work order if necessary. Any changes made to the start date shifts the activity start date but does not affect the duration for the work order.

Print All Released PMs

Select to release all PM work orders with a WO Status of Released.
Update additional PM work orders as necessary.
Click Update PMs.
The PM work orders for the selected records are generated. The records that have been successfully updated in the Release PMs list are retained enabling you to print the released PM work orders individually.
Note: To print individual PMs, select the PM work order, and then click Print Selected Released PM. If the selected PM work order has a WO Status of Released and there are no unsaved changes for the record, then the selected PM work order is printed based on the report definition for the Release PMs form.
If a PM work order is associated with a Route and the ROUTEEOB installation parameter is set to Y, then MEC work orders are created for each equipment on the route as indicated by the setting of the MEROUTWO installation parameter.

See Adding Equipment to Work Orders to Split Work Order Costs.

If the route equipment on the work order header is associated with calibration data/test points, only the calibration data/test points is copied to the related MEC work orders created by the system and not to the work order header.

The MEROUTWO installation parameter identifies which equipment to copy to route-based PM work orders created by the system for multiple equipment records on the work order.

If the AUTOPMCL installation parameter is set to YES, all released minor PM work orders are automatically closed when the major PM with which they are associated is released.