PMs can be generated automatically or manually from the PMs page. Each generation action is limited to a total of 250 Work Orders.

In order to generate PMs manually use the following steps:

1. Select Work.
2. Select PMs.
3. Select Action > Generate All PMs.
4. Select a Filter if necessary.
5. Select an End Date. (This End Date corresponds to the Next Due Date on the PMs. The End Date should be the farthest Next Due Date in the future that you want to generate up to). 
   
   • For example, if you wanted to generate through the current month, enter the last day of the month as the End Date.
6. Select "Click here to view a preview of the generation". This will show a preview of the Work Orders that will be created.
7. Select OK.

 

 

 

 

 

The ability to generate PMs manually is controlled via Roles. If you do not have the "Generate All PMs" action you will need to contact you administrator to have your Role adjusted.