The required fields are Planned Date, Schedule Type, System Site, Asset Location and Asset Section. While other fields are optional, but it is recommended to fill in all details including Asset, Generate Type (One time or Generated), Planned Hours, Category, Assign To and PM SLA
One time – Generate the work order once
Generated – Automatically generates each day, week, month or year
For plan date, user can select a date or just simply tick the current time box to use the present date and time
Click Next to proceed to the checklist selection page
Select checklists from the provided template or manually insert tasks to be used
Click Create to create new work and the work order will automatically be added to the Preventive > List
A popup notification will appear to confirm that the new PM has been successfully created.
