Overview
The PM Forecast & Checklist page is designed to give users ability to generate inspection reports with options to create WOs, including Parts Lists and/or Inspection Items for all asset types.
The PM Forecast & Checklist page also allows users to select specific Preventative Maintenance (PM) inspection records for Work Order generation. Users can select individual records or all eligible records in the results grid, providing greater control over which PM Work Orders are created without generating Work Orders for every inspection record.
Entering Parameters
To generate a list the user must select the following parameters:
Location – select from the dropdown a location available in the system, e.g., Main Garage, On Road, Facilities.
Asset Type – select from the dropdown an asset type available in the system, e.g., C – Components, E – Equipment, F – Facilities, S - Shelters & Signage, V- Vehicle.
Selections
Include Parts List – check this box to include parts in the report results grid.
Include Sub Assets – check this box to include all sub-assets in the report results grid.
All Inspections – check this box to include all inspection types in the report results grid. When selected, the Inspection ID and Due Within fields become inactive.
Include Parts List Bar Codes - check this box to include parts bar codes in the report results grid.
Include Inspection Items - check this box to include inspection items in the report results grid.
Include Forecast – check this box to include forecasted items in the report results grid. When selected, the All Inspections box is automatically checked and the Inspection ID field becomes inactive.
Inspection ID – select from the dropdown an Inspection ID available in the system. This field becomes inactive when All Inspections or Include Forecast is selected.
Sort by – select the method by which the report should be sorted, e.g., Miles, Hours, Days.
Due Within – enter the “Due Within” threshold value.
Asset/Component/Vehicle PM Options
All Assets/Components/Vehicles – check this box to include all assets/components/vehicles in the report results grid. When selected, the Component/Vehicle Number, Asset Class, and Asset Sub Class fields become inactive.
Include Defects – check this box to include defects in the report results grid.
- Include Tires – check this box to include tires in the report results grid. This field is available if the asset type of Vehicle - V is selected.
Component/Vehicle Number – select from the dropdown a component number available in the system.
Asset Class – select from the dropdown an asset available in the system.
Asset Sub Class – select from the dropdown an asset sub-class available in the system.
- From Fleet – select from the dropdown a from fleet option available in the system.
- Through Fleet – select from the dropdown a through fleet option available in the system.
Selecting Reset clears all parameters.
Selecting Start will open the Generate Preview window to confirm all the selections. Selecting Start again will generate the results.
Generate Report Results Grid
The following parameters were selected and produced the following inspection results.
Location - Facilities, Asset Type - Components. Include All.
Location - On Road, Asset Type - Vehicle.
Quick Filter
The user can sort by any of the column headings or use the Quick Filter option.
Quick Filter - PM Due
Quick Filter - PM Past Due
Filter - Work Order Assigned
Selecting Clear Filter will clear the filter and show all the inspection records.
Search
The user can layer the Search feature on top of the Quick Filter options to hone in on specific inspection record. When the user enters a value in the Search field, the system will search by Asset Number and Inspection Description.
Illustrated below looking for records that contain "9" and where WO was created.
Inspection Record Expanded
When the user clicks the “+” icon next to a record, the system expands the row and displays a detailed panel containing additional information. These fields give the user deeper insight into mileage, hours, inspection history, and forecasted maintenance values.
Generate PMs
The PM Forecast & Checklist results grid allows users to select which PM inspection records will be used to generate Work Orders. Each eligible record has a checkbox on the left side of the grid. Users can select individual records or use the Select All checkbox to select all eligible records in the results.
To generate PM Work Orders:
- Review the inspection records displayed in the results grid.
- Select the checkbox next to each inspection record for which you want to generate a PM Work Order. Multiple records can be selected.
- To select all eligible records at once, select the checkbox in the grid header. Selecting it again clears all selections.
- Review the selection count displayed above the grid. The count updates to show how many records are currently selected.
- Click Generate PMs. This button becomes available once at least one eligible inspection record is selected.
- The Create PM Work Orders confirmation window opens, displaying the number of Work Orders to be generated and summarizing the selected PM options. The number of Work Orders matches the number of selected records.
- Click Start to generate the Work Orders, or Cancel to return to the results grid without generating them.
Once the process is complete, the selected inspection records are updated with their newly assigned Work Order numbers and show lock icons instead of checkbox now. Records that were not selected remain unchanged.
Open Work Orders
To open a WO right click on the inspection record and select Open Work Order Record. The WO record will open in a separate tab.
Open Employee Assignment
To open an Employee Assignment right click on the inspection record and select Open Employee Assignment. The Work Order Assignment page will open in a separate tab.
Excel Export
To export the results grid into Excel spreadsheet, select Excel Export. If the grid was filtered, the Excel Export option will export all records.
To print ALL PMs in the grid in one PDF, select the Print icon.
The system will generate and download the PM PDF to the user’s Downloads folder. From there, the user can move or save the file to a preferred location, then open the PDF to review and print as needed.
To print just one PM, right-click on the WO and select Download PM. The system will generate and download the PM PDF to the user’s Downloads folder. From there, the user can move or save the file to a preferred location, then open the PDF to review and print as needed.
To see parts bar codes on the PDF, users should not forget to check the Include Parts List Bar Codes checkbox at the beginning of the process.
The parts bar codes will be included in the PDF.
Security Functions and Permissions
The Permission that governs the PM Forecast & Checklist Generation form is in ETMS > HR > Positions > Edit Position section and is located under the same ETMS hierarchy as the form in the ETMS: Transit Assets > Maintenance Management > Preventative Maintenance > PM Forecast & Checklist.