Overdue PM Work Order Report

The Overdue PM Work Order report lists all PM schedules attached to active work orders that have a Next Due Date (or Date Available) less than the current day's date. It can be included as a Content Report for delivery via an Email Report. This is a Designer Complete report that looks for work orders with a Type code of PM or PE that are in a Status of Active.

To create this report, you will need the XML file. To save the XML to the necessary location, follow these steps.

1. Click this hyperlink.

2. In the Internet Explorer window that opens, click the Tools button and select File > Save As.

3. Browse to the location where you want to save the XML file, making sure that the File Type says XML.

   This location must be accessible by the TMS application.

4. Click Save.

   Once you have performed these steps in the TMS application, to build your report, follow these steps:

   1. From the Reports menu, click New.

   2. From the Segment drop-down menu, select the segment you want this report to appear in.

   3. In the Name field, enter Overdue PM Work Order.

   4. In the Description field, enter the following:

   This report lists all PM schedules attached to active work orders that have a Next Due Date (or Date Available) less than the current day's date. It can be included as a Content Report for delivery via an Email Report.

5. From the Typedrop-down menu select Designer. 

6. Click the Lookup button next to the File Path field and navigate to the location where you saved the XML file.

7. From the Module drop-down menu select Work Orders.

8. From the Categorydrop-down menu select Email Reports.

9. From the Sub Category drop-down menu select Content Reports.

10. From the Status drop-down menu select Active.

11. Click Save. The screen changes to the Report Edit screen. The report can now be added to an Email Report.

12. Click the Preview button in the toolbar to render and view the report. It should look similar to the report in the screen shot below.