Before you begin
If you're using v6 Equipment, it is currently not possible to generate a work order with a meter reading or event trigger.
Plans: All plans
Scheduled maintenance generate work orders once the conditions for certain triggers have been met. However, you can also manually generate a work order before this happens. For example, if an asset is down, it may be easier to perform certain maintenance right away instead of waiting for the trigger to fire after the downtime ends.
Manually generating a work order does not affect the trigger schedule. The next work order will still be generated using the original schedule.
You can still manually generate a work order even if the scheduled maintenance record is not set to create work orders when its previously generated work orders are still open.
To manually generate a work order:
- In Maintenance > Scheduled Maintenance, select the scheduled maintenance record you want to generate a work order from.
- Click Generate Work Order Now in the top menu bar:
The work order is created. - To access the work order directly, navigate to the Log tab and click the work order's entry in the list:
- (Optional) If the generated work order is associated with a trigger on a fixed schedule and you want to keep the same interval between the manually generated work order and the next generated work order, you need to edit the trigger accordingly. To do this:
- Navigate to the Scheduling tab on the scheduled maintenance record.
- Click the trigger to view it.
- Change the start date of the trigger as needed.
For example, if a monthly trigger originally occurred on the 21st of every month but a work order was generated early on the 5th, change the start date to the 5th of the next month to keep the trigger on a monthly interval.