Manually Generate a Work Order from a PM Template - PM

If you need to fire a work order from PM template immediately, you can do so using the Work Order button housed within the record. See below for specific instructions on how to do so.

Navigate to the Preventive Maintenance Module

To navigate to the Preventive Maintenance module:

1. From the NEXGEN dashboard, click Maintenance in the blue sidebar to the left.
   
2. Click Preventive Maintenance.
   

Manually Generate a Work Order from a PM Template

To immediately fire a work order from a PM template:

1. Open a PM template.
   
   
   
1. Check off Show Templates in the top right to allow PM templates to display in the PM list.
   
2. Click Work Order in the top right.
   
   
   
3. A note will appear in the bottom right to indicate a work order was successfully fired. To view this work order:
   
1. In the same PM template record, scroll down to the Work Order zone.
   
2. Click the WO number to open the WO record.

• Related Articles

• Create a Work Order Template - Preventive Maintenance

  Work order templates can make the process of creating work orders fast and easy. To make a template, go to the Preventive Maintenance module and create a PM. Once you save the PM as a template, you can create work orders with certain information ...

• Benefits of Using a WO Template - Work Order

  Users hoping to find an easy way to streamline WO creation or to standardize how different Divisions create WOs for each other may be interested in utilizing NEXGEN's WO Template feature. WO Templates are pre-filled WOs that users can create and ...

• Delete a Work Order Template - Work Order

  NEXGEN users have the ability to create new work orders from existing templates. If they eventually find that they have no more need for some of their templates, they also have the ability to delete them. Please note that only users with the "Delete" ...

• Create a Work Order from a Template - Work Order

  Creating work order from a template saves the end user time because the user has less fields to fill in at the time of creating a work order. Work Order templates can be pre-loaded with checklists, notes, assets, resources, and more. Work Order ...

• Preventive Maintenance Overview - PM

  NEXGEN's Preventive Maintenance (PM) module is designed to facilitate the scheduling of work orders. With PMs, users can create one record that holds their maintenance requirements, including schedules, assets, resources, items, checklists, and ...