Creating and editing PM work packages

Create multiple PM work orders for equipment, and then package them together so that they release at the same time.

To create and edit PM work packages:

Open the PM Work Packages form.
Click New Record.
Organization—Enter the organization to which the work package belongs.
PM Work Package—Enter a unique code identifying the work package, and then enter a description of the work package in the adjacent field.
Class—Enter the class of the work package.
The system automatically populates Class Org.
WO Type—Select the work order type of the work package.
Parent Equipment—Enter the equipment on which to perform the work package.
The system automatically populates Parent Equipment Org.and Department.
Department—Enter the department to which the work package belongs.
WO Status—Select the work order status of the umbrella work order under which the work package is created.
Trade—Enter the trade performing the work package.
WO Class—Enter the work order class of the work package.
The system automatically populates WO Class Org.
PM Type—Select the PM type of the work package.
Due Date—Enter the date that the work package should begin.
Perform Every—Enter the length of the interval of time to pass before the system generates the next PM routine work order. You can enter any value between 1 and 99999, and then select the unit of measure in the adjacent field. The unit of measure for the PM period can be days, months, quarters, or years.
Duration—Enter the estimated number of days needed to complete the entire work package.
People Required—Enter the number of people required to complete the work package.
Est. Workload—Enter the estimated number of hours needed to complete the work package.
The system automatically populates Calc. Workload, Last Parent WO, and Changed.
Note: The system calculates Calc. Workload based on the sum of the estimated workload for each PM work order.
Click Save Record.