Manually Generate Scheduled Work Orders

You can manually generate PM, IN, or PE work orders from schedules. This allows you to complete time-sensitive work without waiting for the system to generate them. You can generate work orders for any schedule that is not retired or blocked by Wait for complete rules.

You must have full access to Schedules > Manual schedule generation to use this feature.

Generate work orders from schedules

Use this workflow to generate work orders for one or more schedules at the same time.

1. Go to Schedules > Manual generation.
2. Enter search criteria to find the schedules you want to manually generate.
3. To find schedules with specific due dates, select Only list schedules for due dates, then select the Due from and Due to date.
4. Select Run query.
5. From the search results, select each schedule to generate, then select Generate schedule.
6. In the dialog that opens, select these Options as needed:
   • Use system date when processing: Available only if you clear Create multiple work orders if due date is within range.
   • Do not update next due date: Available only if you clear Create multiple work orders if due date is within range.
   • Create multiple work orders if due date is within range: Available only if you ran a query for schedules within a specific due date range.
7. Select Enable random generation to generate work orders for only a portion of the selected schedules.
8. Enter the Percentage to generate or Number of records to generate.

The two fields update each other, and percentage values support up to four decimal places.

9. Select Generate.

In the Generated schedule dialog, review the schedule details.

10. Select View work orders to open the generated work orders, or select Close to return to the results page.

You can also manually generate work orders from an asset for a single schedule attached to it.