Create New PM WorkOrder Checklist


Verify which PM's will be added to the schedule and adjust the exact date of the new inspection if needed (for example, change a Saturday to a Monday).


Required to complete the Create New PM Schedule from Old function. Note that after adding the new PM's, the Generate PM WorkOrder function must be run to create the dispatches on the Dispatch Board.

Important Fields:

This field enables you to select which PM's will be added to the schedule. By default, no PM's are selected.

Double-click on the Do field to select or deselect an item (alternately, press the spacebar when the caret appears on this field); a check appears in the Do field when that pm is selected. Refer to the Important Buttons section of this Help topic for details on selecting or deselecting all items.

Inspect Date:
To adjust the proposed new inspection date, click on this field, enter the desired date in mmddyyyy format, and then press Enter. The system will calculate and enter the day of the week for you.

Client Site Id: Client Site Name: Equipment Id: Agreement Number: Old Date:
These fields are displayed for informational purposes so that you can verify which new PM's should be scheduled.

Cn Cost Cn Value
The Contract Cost and Value will default from the old PM Schedule but may be adjusted by the user as needed.

Important Buttons:

image\check.gif Click the Check button to check (select) every item on the list.

image\checkoff.gif Click to de-select every item on the list. image\go.gif Click to add the selected PM's to the schedule.