Recurring Work (RW), also referred to as Preventive Maintenance (PM), involves regular maintenance tasks to keep assets, equipment, and facilities in good working condition. This proactive approach helps detect and address issues before they lead to significant problems.
Instructions
To set up a Recurring Work Order, follow these steps:
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Go to the Recurring Work drop-down menu on the menu bar.
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Select Create Recurring Work.
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On the Create Recurring Task screen, select a WO Type.
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Provide a description of the Work Requested and fill in any additional optional fields (such as priority, craft, shift, etc.) as needed.
- Click the Assets tab below the fields.
- Select +Add, then choose one or more assets by checking the boxes next to their names and clicking Select.
- Alternatively, use the Add from map option to select assets visually.
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Then, select Trigger Info.
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On the Trigger Info screen, choose your preferred Trigger Method (such as By Date, By Utilization, or both).
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Fill out the remaining fields based on the selected trigger method:
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By Date: Set the Next Due Date for the task.
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By Utilization: Set the Next Interval Amount.
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Both: Complete both the Next Due Date and Next Interval Amount.
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Go to the Procedures and Parts sections to associate at least one Procedure and any relevant Parts with the Recurring Task.
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After completing all relevant fields, click Create at the bottom of the page to finalize the Recurring Task.