Creating preventive maintenance work orders

Create preventive maintenance (PM) work orders to generate periodic work orders for specified frequencies or meter readings.

Preventive maintenance work orders apply to single pieces of equipment or to systems that include several pieces of equipment.

Note: You can only insert, update, or delete work orders if you are authorized to do so.

When you are creating PM schedules to generate periodic work orders, you can establish a "nesting reference" between major and minor PMs to bypass a minor PM that coincides with the release of a major PM. For example, you create a major PM for 90,000-mile service on a truck, for which the PM work order activities include changing the oil. You have also created a minor PM for changing the oil every 3000 miles. You can establish a nesting reference between the major PM for 90,000-mile service and the minor PM for changing the oil after 3000 miles to enable the system to bypass the PM for changing the oil after 3000 miles if its release coincides with the release of the PM for 90,000-mile service.

The system can only bypass a minor PM if it is currently associated with a major PM with a status of Released.

When bypassing a nested minor PM, the system assigns a status of Bypassed to the minor PM until the major PM is completed. Upon completion of the major PM, the system automatically assigns the status specified for Complete Status on the Record View page of the PM Schedules form to the minor PM, e.g., Completed or Rejected.

Additionally, if you change the status of a released major PM to Awaiting release, the system also sets the status of any related bypassed minor PMs to Awaiting release.

Note: If you have set up the system to require an electronic signature to authorize status changes to PM work orders, the system will display the eSignature popup when status changes occur for major and minor PM work orders associated with each other through a nesting reference.