Viewing Planned Maintenance Generation Records

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Each time you generate planned maintenance work orders, MainBoss creates a record describing the generation process. In particular, these records list the work orders that were generated. Such records are called planned maintenance generation records.

To generate new planned maintenance work orders, you begin by creating a new planned maintenance generation record. For details of the generation process, see Planned Maintenance.

To see your planned maintenance generation records (or to create new ones), select Unit Maintenance Plans | Generate Planned Maintenance from the control panel. This opens a window that contains the following:

View section: Shows the list of existing planned maintenance generation records.

Entry Date: The date on which the record was created (which means the date on which work orders were generated).

End Date: The date ending the generation period. For example, if you ask MainBoss to generate all planned maintenance jobs that should be done up to and including next Monday, "End Date" will be the date of next Monday.

Apply Filter: Lets you set up a filter to select which records should be shown in the table. For more information, see Table Filters.

Details section: Shows basic information from the selected record.

Generation Details section: Lists information about the generated work orders associated with the selected generation record.

Work Orders section: Lists work orders generated in association with the record currently selected in the View list.

Errors section: Lists any errors that were discovered in the Commit process of the selected generation record.

New Planned Maintenance Batch: Opens a window that will let you generate new planned maintenance work orders. This window is described in Editing Planned Maintenance Generation Records.

Change Schedule Basis: Opens a window to let you set the schedule basis for a unit maintenance plan(s). The schedule basis is when the clock starts ticking for future planned maintenance jobs—typically the date or meter reading for the most recent such job done on the unit. For more, see Specifying a Schedule Basis.

: This drop-down button offers several possible actions:

Edit: Opens an editor window to let you edit the selected record.

View: Opens an editor window where you can examine the selected record.

: Lets you search through the list of records for a particular record. For more information, see Searching for a Particular Record. The button has an accompanying drop-down list containing the following:

Find Next: Uses the same search condition(s) as your most recent search and finds the next record in the table that matches the condition(s). If the search reaches the end of the table without finding a matching record, it goes to the start of the table and continues the search.

Find Previous: Same as Find Next except that it goes backward in the table. If the search reaches the start of the table without finding a matching record, it goes to the end of the table and continues the search.

: Updates the list to reflect any recent changes.

Defaults for Planned Maintenance Batches section: Shows any defaults to be used when creating new unit maintenance plans.

Edit Defaults: Opens a window to let you change the current default values.

: Updates the list to reflect any recent changes.

Note: You use the Defaults for Planned Maintenance Batches section to set the generation interval for your planned maintenance scheduling. For more details, see Planned Maintenance.

For general information on work orders, see Work Orders. For viewing work orders, see Viewing Work Orders. For editing work orders, see Editing Work Orders.

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