Once you use the PM Planner to identify missed or overdue PM Schedules (using the filter to checking the red icons on the calendar), you may want to act on those schedules directly from the PM Planner.
To accommodate this need, the PM Planner offers the Generate Work Order button for schedules that have a status of Planned. Therefore, to use this feature for overdue work you must first manipulate the PM Schedule so that it has a status of Planned.
Follow these steps:
For example, the below image shows that a PM Schedule was missed in February. On July 18, the supervisor created a new PM Schedule Date to execute this work on July 19. The user selected this PM Date, and the form then presented the Generate Work Order button. The user can now generate a single work order to execute the work that should have been done on February 1.
For dealing with Overdue PMs in bulk, follow this procedure.
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