Preventive Maintenance Information Page

Generate Preventive Maintenance Work Orders Daily

If you have Preventive Maintenance tasks that are done daily you can setup your system to generate these for you, depending on your maintenance goals. There are four different ways to setup your work orders with COGZ Preventive Maintenance to meet your maintenance needs. Each method has advantages and disadvantages as listed below:

One Work Order, one task containing each day of the week
Pros:
Only one work order and one task to sign off.
Cons: Does not allow signing tasks off each day.

One Work Order, tasks for each day of the week
Pros:
Only one work order to sign off. Allows signing tasks off each day.
Cons: Multiple tasks must be signed off.

Separate Work Orders assigned to different days of the week
Pros:
Work order can be handed in each day and signed off.
Cons: Creates additional paperwork.

Generate PM Work Orders each day of the week
Pros:
Work order can be handed in each day and signed off.
Cons: This is a very inefficient way of accomplishing daily PM's. Creates additional paperwork and requires generating PMs each day.

Details for creating each type of daily work order are listed below.

One Work Order, one task containing each day of the week:

CMMS One Work Order, One Task Each Day of the Week

This report allows you to have one task for each day of the week you need. This single work order can be signed off at the end of the week.

Create one task for the piece of equipment and in the description of the task, setup each day of the week. This would generate one work order that could be signed off at the end of the week when it was completed.

In the Equipment List, click on the piece of equipment that has a daily task. Open the PM Tasks tab and click on Add to create a new task.

CMMS Equipment List

Add a task in the Preventive Maintenance Task Form and enter in the daily task information.

CMMS Preventive Maintenance Task Form

This will generate one work order with one task for the week.

 

One Work Order, tasks for each day of the week:

CMMS One Work Order, Tasks Each Day of the Week

This report allows you to have a separate task for each day of the week you need. This single work order allows you to have the daily tasks signed off everyday and the completed work order submitted at the end of the week.

Add a PM task for the days of the week you need the task done. In the description of the task, add the day of the week to differentiate from the other tasks for the piece of equipment. This would also generate one work order that could be signed off at the end of the week or each day with separate tasks for each day of the week.

In the Equipment List, click on the piece of equipment that has a daily task. Open the PM Tasks tab and click on Add to create a new task.

CMMS Preventive Maintenance Task Form

Create a new task for each day of the week. This will create one work order with five separate tasks for the piece of equipment that can be signed off daily.

 

Separate Work Orders assigned to different days of the week:

CMMS Separate Work Orders Assigned Each Day of the Week

This report setup allows you to generate separate work orders for each day of the week. A completed work order could be submitted at the end of each workday.

If separate work orders are needed, create fictitious assigned tos that are not employees (e.g., M, T, W, TH, F, etc.). This would generate separate work orders because they were assigned to different resources.

Open the Employee/Assigned To List to create fictitious Employees/Assigned Tos that can be used to create five separate work orders.

CMMS Setup Menu

Once in the Employee/Assigned To List, click on Add to insert the fictitious Employee/Assigned To entry.

CMMS Employee/Assigned To List

Add the fictitious name and save.

CMMS Employee/Assigned To Form

Do this for the days of the week you require. Once you have the entries, go back into the equipment list and select the PM Task tab and when creating a task for your equipment, use each of the Employee/Assigned Tos to generate the separate work orders.

Generate PM Work Orders each day of the week:

We would not recommend this fourth way, but you can generate work orders everyday. You would need to setup the tasks on the equipment with a frequency of 1 so the work orders would come out daily when you generate.