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.
Permissions: Access to scheduled maintenance
Some assets may require preventive maintenance once every season. You can set this up as a scheduled maintenance record with four time-based triggers.
To do this:
- In Maintenance > Scheduled Maintenance, click Create.
- Select the asset, the maintenance type (preventive), and enter any other information as needed:
- Navigate to the Scheduling tab.
- Select any of the triggers fire under Generate Work Order When:
- Click the Add (
)button in the bottom left of the triggers list:
- Make sure Generate Work Order By Time Schedule is selected.
- Select Yearly, and enter "1" in the years field. Specify the date and time you'd like to have your preventive maintenance.
- Make sure Fixed is selected, and optionally deselect Create Work Order On Start Date if you don't want a work order to be created right away.
Your trigger may look like this: - Click OK.
- Repeat steps 5-9 for the other seasons' preventive maintenance. Your trigger list may look like the following:
- Click Save in the top menu bar.
- Toggle on the scheduled maintenance record so that it says Running:
Your scheduled maintenance is now active, and will generate a work order every season.