Create a PM Repair Order

To create a PM repair order, use the following steps:

1. Open the Issue window.
2. In the PM Needs pane, right-click and select Refresh PM Queue. The system updates the list of equipment and vehicles in need of PM.
3. Locate the vehicle for which the PM repair order will be created.
4. Right-click the record for this vehicle and select Issue Work. The system creates a new repair order in the Job Order pane and also creates activity records for the PM work to be done in the bottom Job Order Activities pane.
5. In the Job Order pane, if known, click the down arrow in the Mechanic column and select the name of the person who will be performing the PM activities.
6. In the Job Order Activities pane at the bottom of the window, check the activities listed.
7. If necessary, you can add additional activity records by right-clicking and selecting Insert. This adds a record to the pane, and you can then select the activity in the Activity column by clicking the down arrow to display the drop-down list of activities and selecting the desired activity.
8. You can also delete unneeded activity records by right-clicking the record and selecting Delete.
9. When the displayed activities are correct, click .