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 system completes the batch release process, the system retains the records that have been successfully updated in the Release PMs list 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 system bypasses the minor PM as indicated by the nesting reference. See Creating Preventive Maintenance Work Orders.

Note: The system can only bypass a minor PM 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.

To release PM work orders:

Open the Release Individual PM Work Orders form.
The system retrieves all PM work orders with a WO Status (system status or user status equivalent) of Awaiting Release.
The system automatically populates WO Status, Scheduled Start Date, Work Order, PM, Equipment Type, Equipment, Equipment Description, Equipment Org., WO Type, WO Due Date, Department, Location, Location Org., Priority, Period, Interval, Reading Due, and Error Message (for updates) for each record.
Select the PM work order to release.
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.

Note: To print all PMs, select Print All Released PMs and then click Update PMs. The system updates the PM work orders, and then prints all of the released PM work orders.
Update additional PM work orders as necessary.
Click Update PMs. The system generates the PM work orders for the selected records. The system also retains the records that have been successfully updated in the Release PMs list 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 system prints the selected PM work order 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 the system creates MEC work orders 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, the system only copies the calibration data/test points 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. See Work parameters in the System Administrator’s Guide. If the AUTOPMCL installation parameter is set to YES, the system automatically closes all released minor PM work orders when the major PM with which they are associated is released.