Print, Delete, Save and Trigger a Work Order from the New Preventive Maintenance Parent/Child View

• Related Articles

• Create a New Work Order - Work Order

  Work Orders are records that track maintenance on one or more assets. When creating a work order, you want to fill out as much information as necessary in the Work Order Information zone to give everyone the info they need to complete the work. Work ...

• 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 ...

• Delete a Resource Attached to a Child PM - PM

  You can delete a resource attached to a child PM within the Preventive Maintenance module. Do this if you would no longer like that resource attached to any work orders that fire from that PM. For specific instructions, see below. Navigate to the ...

• View Work Orders Associated with a Child PM - PM

  Viewing a child PM record allows you to see historical data associated with that PM, including any work orders that have been fired off according to that schedule. See the instructions below for how to view a child PM's work order history. To learn ...

• 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" ...