To create a PM repair order, following the steps below:
- Click Operations in the top banner menu
- Click Internal Repair Order in the drop-down menu
- Click Create to open the Issue window
- 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 - Locate and right-click on the vehicle for which the PM repair order will be created and select Issue Work from the drop-down menu
The system creates a new repair order in the Repair Order pane and also creates activity records for the PM work to be done in the bottom Repair Order Activities pane - In the Repair 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
- In the Repair Order Activities pane at the bottom of the window, check the activities listed
- Add additional activity records by right-clicking and selecting Insert as needed
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 - You can also delete unnecessary activity records by right-clicking the record and selecting Delete
- When the displayed activities are correct, click
