The procedure to generate bulk orders for an equipment servicing programme is as follows:
- Navigate to Quick Menu > Planned & Servicing Lite > Management > Service Program Management. The Service Program Management window is displayed.
- Expand a status heading and select an associated equipment servicing programme from the alphabetical list, or type its name into the Search Programs field. By default the list is filtered to show All servicing programmes. An alternative filter can be applied using the Select view drop-down field: Authorised, Awaiting Authorisation, Cancelled, Complete, Entered, On Hold, Work In Progress, etc.
1.
- Click on Works. The Works tab is activated, revealing a list of all assets linked to the cyclical equipment servicing programme, as displayed in the Works summary table.
- Activate the Select tick box against one or more assets for which a works order will be generated.
- Click on Create Orders 2. The Create Works Orders window is displayed.
- Using the Priority drop-down field, ensure that the selected value reflects the preferred priority weighting for the equipment servicing works orders and apply any required change 3.
- Using the Repair type drop-down field, ensure that the selected value reflects the preferred classification of repair relevant to the equipment servicing works orders and apply any required change 4.
- Use the Additional analysis field to further characterise the nature of the equipment servicing works instructions.
- Verify that the staff member coordinating this subset of asset works orders within the wider equipment servicing programme is valid 5; an alternative staff member can be selected using the Request contact spy-glass icon (
).
- Use the Description field to add contextual information in support of the asset works orders being generated.
- Using the Contractor drop-down field, select the preferred service provider to be awarded the equipment servicing works orders for the chosen asset subset; the associated Contract must also be specified using the adjacent field 6.
- Where the preferred contractor for the equipment servicing works orders is not yet known, click on Create Works Orders; otherwise click on Create Works Orders And Issue. The end user is asked to affirm the chosen operation before the Create Works Orders - Complete window is displayed, summarising the outcome of the order generation process; any errors are reported in the Results summary table.
- Optionally, click on Export To Excel to analyse the results in more detail. This requisite step is covered separately in the topic To export an equipment servicing order summary to MS Excel.
- Click on OK. A system-generated reference number is assigned to each new equipment servicing works order.
Note
1 The Search Programs field will match against any element of the equipment servicing programme name.
2 This option is only activated in the instance where one or more assets have been selected using the adjacent tick box provided.
3 Upon first access, this field will be automatically populated with the default priority weighting configured for the equipment servicing programme.
4 Upon first access, this field will be automatically populated with the default repair type configured for the equipment servicing programme.
5 Upon first access, this field will be automatically populated with the name of the staff member with overall responsibility for the equipment servicing programme.
6 Upon first access, these fields will be automatically populated with the default contractor and associated contract configured for the equipment servicing programme.
See related topics...
Equipment servicing progression management overview
To export an equipment servicing order summary to MS Excel
To issue equipment servicing orders to a contractor
To update the status of an equipment servicing order
