This article will teach you how to create unscheduled PM Work Orders.
Note: See the Creating a New Preventive Maintenance (PM) Schedule article to create automatically scheduled PM Work Orders.
- From the Property & Facility menu, click Preventive Maintenance.
- From the Preventive Maintenance page, click the New PM Work Order button.
- Once the Add New PM Work Order window has opened, complete the form presented:
| Field | Explanation |
|---|---|
| Choose Property | Select the property for the PM Work Order. |
| Building | Select the building within the chosen property. |
| Equipment |
Select the piece of equipment the PM Work Order pertains to. Note: Equipment must be created prior to creating a PM work order. See the article Creating a New Piece of (PM) Equipment. |
| Task |
Select the task for the piece of equipment. Note: Tasks must be created prior to creating a PM work order. See the article Creating a New Preventive Maintenance (PM) Task. |
| Work Description | Enter a brief summary of the work to be performed. |
| Add File(s) | Click the Choose Files button to add an attachment. |
| Start Date | Select the start date of the PM Work Order from the calendar menu or enter the date in the proper format (MM/DD/YYYY). |
| Priority | Select the priority for the PM Work Order. |
| Status |
Select the status of the PM Work Order. Note: Select Issued to start a new Work Order. |
| Assigned To | Select the staff user you desire to assign the PM Work Order to. |
- Click the Save button.
- The new PM Work Order has now been issued and will be displayed on the Open tab of the Preventive Maintenance page.