Work Order Auto-Generate Window

When the Work Order Auto-Generate window is opened it displays two lists of templates. The top list is the list of templates that have work orders due to be created based on the template dates. The bottom list is the list of templates that have work orders due to be created based on the template attributes.  If there are no work orders due to be created based on the template attributes, the Auto-Generate window will only display the list of date-based templates.

Both of the lists of scheduled templates display the following information:

• Template - This is the number of the planned maintenance template for the work order due to be created.

• Description - This is the description of the template, which will become the description of the work order. If you cannot see the whole description, move the mouse pointer over the description field, and Pinnacle will display the entire description next to the mouse pointer.

• Location - This is the location on the template, which will become the location for the work order.

• Equipment ID - This is the equipment ID of the asset on the template, which will become the equipment item for the work order. The equipment ID is only displayed if your version of Pinnacle has the "Show Equipment ID" flag turned on in the Pinnacle.INI file.

• Contract - This is the contract on the template, which will become the contract for the work order.

• Create On/Triggered On - This is the date that the work order was due to be created on. This helps you identify if the work order is overdue for generation.

• Attribute - If the template is value-based, this is the attribute that is used to determine when a work order is required. If the template is date-based, this field is blank.

• Value - If the template is value-based, this is the value of the attribute that is used to determine when a work order is required. If the template is date-based, this field is blank.

The Auto-Generation window displays a message indicating the date that the auto-generation was last performed. There is also a count of the number of selected records which is updated whenever you select or de-select a template in either list.

To auto-generate work orders from the auto-generation window:

1. Open the Work Order Module for the first time for a new day

   OR

   Choose Auto-Generate from the MWA menu.

   Pinnacle will display the lists of the templates that require work orders to be generated.

2. Select the templates in either list from which you want to generate work orders

   OR

   Click the Select All button next to either list to select all templates in that list.

3. Click the Generate button.

   Pinnacle will create the selected work orders, and will place them on the Work Order Backlog Browse list.

To remove work orders from the auto-generation window:

1. From the auto-generation window, select the templates in either list that you want to remove.

2. Click the Delete button.

   Pinnacle will remove the occurrence of the template from the list, but this will not remove the actual template itself. The next occurrence of the template will appear on the auto-generation window at its next scheduled date, or when the template is triggered by a dynamic attribute change.

To postpone the work order generation:

1. From the auto-generation window, click the Postpone button.

2. Confirm that you want to postpone automatic generation of the work orders.

   Pinnacle will close the auto-generation window, and will not automatically open it again until the next day.

To forward schedule work orders:

The Auto-Generation window allows you to choose the date up to which you want to display the work orders that would be generated. This is called "forward scheduling".

1. From the auto-generation window, choose the date up to which you want to show the work orders.

2. Click the Apply Date button.

   Pinnacle will update the list of date-based templates due to be created up to the date you have specified.

Related Topics:

Template Overview