See an overview of the differences between automatic and manual generation of preventive maintenance schedules, and preview the Work Order Projections feature.

1. PM Generation Methods and
WO Projections (PPP06)
PMs, Procedures, and Projects Track

2. 1. Open Internet Explorer
2. Type into the address bar: www.maintenanceconnection.com
3. Click Log In button
4. Enter the following:
Member ID: PPP_CHECKPOINT
Password: Checkpoint2014
Note: During the seminar, please do not “Save” while following along with a
specific example unless directed to do so by your course instructor.
Wireless SSID: CHECKPOINT
Wireless Password: CHECKPOINT
Logon Instructions

3. Presenter Name: Brandon Palana
Background information:
• Role and expertise at Maintenance
Connection
• Fun Fact
Presenter Bio

4. PM Generation Defined
Generating PM Schedules
Work Order Projections
Agenda

5. PM Generation Overview
Automatic Generation
Manual Generation
PM Generation Preferences
PM Generation Defined

6. Schedules are used to generate Work
Orders based on information from
Automation tab
PM Generation Dialog used to manually
generate and perform actions
PM Generation Overview

7. Work Orders generated at night for
automatic PM schedules
Can be set to automatically generate a
specified number of days before due
date
Automatic Generation

8. Can be set to display notification on
Home Page a specified number of days
before due date
• Notification appears under Preventive
Maintenance Info section
Manual Generation

9. Settings to generate for:
• Specific Repair Centers (or All)
• Due or through date in future
• Only on selected Work Days
Manual Generation (cont’d)

10. Manual Generation potential problems:
• Home Page notification may not be
removed
• “Another User is Generating…”
• Automated generations may not generate
• May not complete in reasonable time
Manual Generation (cont’d)

11. Tips for optimum processing:
• Limit Repair Centers
• Generate for shorter periods of time
• Generate one PM schedule at a time
Manual Generation (cont’d)

12. Three important Preferences:
• Generate Work Orders in background
• Work Days (for when manually
generating)
• Suppress PM generation for Assets not In-
Service
PM Generation Preferences

13. Generate Work Orders Dialog
Preview
History
Undo PM Generation
Advanced
Generating PM Schedules

14. Accessible from:
• PM record
• Actions menu
• PM Home Page
Generate Work Orders Dialog

15. Repair Centers:
• Select Available Repair Center(s) to add
• Selected Repair Center(s) will have Work
Orders generated for it
Generate Work Orders Dialog (cont’d)

16. Generate into future:
• Only generate Work Orders due
• Generate through future date
Generate Work Orders Dialog (cont’d)

17. Work Order scheduling:
• Non-Work Days (preferences)
• Manual settings
Generate Work Orders Dialog (cont’d)

18. Generates list of Work Orders based on
settings designated
Verify Work Order generations prior to
actual generation
Preview

19. List of generation history and detail:
• Name
• Generated Date
• WOs Generated and WOs Current
• Undone?
History

20. Reverse or undo generation of Work
Orders
Most recent generations must be
undone prior to other generations
Undo PM Generation

21. Processing Indicator can lock when PMs
are manually generated
Reset processing indicator flag when
PMs are not generating correctly
Advanced

22. In this example a Monthly HVAC PM
Schedule will go through the manual
generation process
Manual PM Generation: Example

23. Schedule is set for every one month:
Manual PM Generation: Example (cont’d)

24. Automation tab set to display
notification on home page three days
before PM is due:
Manual PM Generation: Example (cont’d)

25. HVAC Assets have been added:
Manual PM Generation: Example (cont’d)

26. Generate Work Orders 3 months in
advance:
Manual PM Generation: Example (cont’d)

27. Preview shows total of 9 Work Orders
with Target Dates for next 3 months:
Manual PM Generation: Example (cont’d)

28. Work Order Projections Overview
Generate Work Order Projections File
Work Order Projection Reports
Delete Work Order Projections File
Work Order Projections

29. Supports management of maintenance
resources
Anticipate WO generation based on PM
schedules
Work Order Projections Overview

30. Creates file of projections for viewing or
analyzing using reports
Labor, materials, and other cost
projections
One file maintained by each user
Work Order Projections Overview (cont’d)

31. Work Order Projection warning!
Time out will cause:
• PM Assets Tab will show WO generated
from projection as last generated WO
• Last Generated Date used for determining
date to generate next work order will be
inaccurate
Work Order Projections Overview (cont’d)

32. Same controls as Generate Work Orders
Dialog
Projection Info will create a name for
projection file
Generate Work Order Projections File

33. Projections generate similarly to PMs
Preview Dialog will display showing
summary of Work Orders
Generate Work Order Projections File (cont’d)

34. Reporter can be used for summarizing
costs, labor utilization, etc.
Work Order (Projections) group
contains Projection reports
Work Order Projection Reports

35. Example of Work Order Projection
Report:
Work Order Projection Reports (cont’d)

36. Access Generate Work Order
Projections Dialog
Select Delete button to delete current
Projections file
Delete Work Order Projections File

37. In this example an HVAC Monthly Check
PM will have a Work Order Projection
run for it to analyze Labor and Material
Projection Reports
Work Order Projection: Example

38. Labor and Material Estimates have
been added to Procedure for HVAC
Monthly Check PM:
Work Order Projection: Example (cont’d)

39. Generate Work Order Projection:
Work Order Projection: Example (cont’d)

40. Work Order Projection by Labor Report:
Work Order Projection: Example (cont’d)

41. Work Order Projection with Materials
Report:
Work Order Projection: Example (cont’d)

42. For access to documentation and tutorials,
reference www.mcuserconnect.com
MC User Connect

43. MCUC Documentation / Tutorials Article PDF Video
Tutorial
User
Guide
PM and Projection Troubleshooting
Guide
Generate Work Orders from PM
Schedule
Generate Work Order Projections
Additional Resources

44. Did you know you can take a Quiz to
test your knowledge of today’s content?
• Check it out on MC User Connect!
(www.mcuserconnect.com)
• Located in the MC eLearning folder 
PMs, Procedures, and Projects Course
Quizzes
Test Your Knowledge…