Generate Work Orders

Use the Generate Work Orders function to generate work orders for all site equipment where the next due date is not later than the end date or the maintenance due date, and the end date is not earlier than the maintenance due date.

Note: Billing Type must be set to 'Billable' in the business rules for Service Director for the Generate Work Orders function to run.

After generating work orders, a log report showing the work orders generated will display. Each work order listed will have a dispatch record, as well as a request activity record, when you use the Work Order Entry function to maintain the work order.

  1. Use the Data Filter to select the range of filtering options or leave the filter blank to include all available data.
  2. Work orders with a maintenance due date on or before the value in the Maintenance Due Date field will be generated.
  3. Marking the Group Dispatch by Equipment check will cause the dispatches to be grouped by equipment ID.
  4. Use the Comments to add comments to the work orders.
  5. Click a command button to  
    6. Click To
    OK Run the Generate Work Orders function
    Activity Open the Activity Log dialog box where you can view information from previous file creation.
    Reset Set all fields to their default values.