Print Maintenance Schedule
Work Order Menu -> Maintenance
Scheduling Menu -> Print Maintenance Schedule
Reports Menu -> Automatic
Reporting -> Function WOMS10 -> runs Print
Maintenance Schedule
Once the Maintenance Schedule has been setup for the relevant
products in Print Maintenance Schedule,
the schedule can be printed listing equipment that is due for
service.
The Maintenance Schedule is generally printed at the beginning
of the week (or daily for larger firms) to enable the shop staff to
prioritize their work load.
When the Maintenance Schedule is used with Work Orders the operator has the ability to select
from the Maintenance Schedule so that the schedule is kept up to
date.
The Work Order number assigned to the product will print on the
Maintenance Schedule to help track work in progress and work
needing to be assigned. When the Work Order is completed, it is
closed out to repair history and the Maintenance Schedule entry is
deleted.
The program Close Internal Work Order
automatically creates repair history transactions when costs are
posted in Daily Close 3 on the Rental Journal Transactions
report.
Sometimes, equipment scheduled for maintenance is out on a
contract.
If this is the case the shop staff have two options:
- Wait until the equipment is returned from the contract.
The equipment will continue to print on the Maintenance Report
until the repair has been completed to remind the shop staff to
keep an eye out for the equipment in order to complete the
service.
If equipment prints week after week on the Maintenance Report, then
follow the second option.
-
Call the customer on the contract to discuss the maintenance
needs and to ask for a Meter Reading, or remind the customer to add
oil, etc.
If the equipment is valuable, a crew may need to be sent on site to
complete the maintenance.
The current contract number where the equipment is currently
located should be printed on the schedule, or review Rental Inventory for the Last Contract
#.
The schedule can be printed with the contract Ship To location
information and name from the Name Checklist, or use Contracts to view the contact, telephone number
and site information.
The Product Revenue Report can be setup to be run
automatically with the results emailed to staff, by setting up
WOMS10 with the relevant filters and email addresses in the
Automatic Reporting.
To generate the Maintenance Schedule, the prompts are:
-
- MAINTENANCE DATE
- Accept today's date, or type in the desired date.
ALL REQUIRED MAINTENANCE
- Check this box to select all equipment needing maintenance.
The report will print the equipment in order of Maintenance Type.
Uncheck this box to select equipment based on Maintenance Type,
and/or Product# or Product Class or Group.
The report will print the equipment needing maintenance, by
Maintenance Type, then by Product Class.
- FROM MAINTENANCE TYPE
- Leave this field blank for all Maintenance Types, or enter the
beginning Maintenance Type, or select one from the drop-down
list.
Refer to Maintenance Schedule for
information on scheduling by the five different types.
- TO MAINTENANCE TYPE
- Leave this field blank for all Maintenance Types, or enter the
ending Maintenance Type, or select one from the drop-down
list.
SORT WITHIN MAINTENANCE TYPE BY
- If All Required Maintenance is selected then the
equipment is always sorted by Maintenance Type and this option does
not apply.
Select one of the following selection filters:
- Select Product to select and sort by product number.
The Product Class and Group selection fields will be disabled.
-
- FROM PRODUCT #
- Leave this field blank for all products, or enter the beginning
product, or select it from the Inventory
Search window.
- TO PRODUCT #
- Leave this field blank for all products, or enter the ending
product, or select it from the window.
-
Select Class to select and sort by Product Class.
The product number and Group selection fields will be skipped.
-
- FROM PRODUCT CLASS
- Leave this field blank for all classes, or enter the beginning
class, or select it from the Product Class
Search window.
- TO PRODUCT CLASS
- Leave this field blank for all classes, or enter the ending
class, or select it from the window.
-
Select Group to select and sort by product Group.
The product number and class selection fields will be skipped.
-
- FROM PRODUCT GROUP
- Leave this field blank for all groups, or enter the beginning
group, or select it from the Product Group
Search window.
- TO PRODUCT GROUP
- Leave this field blank for all groups, or enter the ending
group, or select it from the window.
PRINT SERVICE KITS
- Select one of the following sort options:
- Select Do Not Print to excluded kits from the
report.
- Select In Summary to list the kits descriptions on the
report but not to include the specific parts.
- Select In Detail to print all the part detail
information from each of the kits to be used.
PRINT SERVICE INSTRUCTIONS
- Uncheck this box to suppress printing the "Maintenance Report
Notes" on the Maintenance Schedule.
Any detailed notes for service by date or meter will be printed.
Check this box to print the "Maintenance Report Notes" as
entered in Maintenance Schedule.
INCLUDE DISPOSED ITEMS
- Check this box to include disposed items on the report that are
due for service.
Uncheck this box to exclude any disposed items.
CUSTOMER & SHIP TO INFORMATION
- This option applies only to Non-Bulk Items that are still out
on the contract and can be helpful in locating the equipment.
Uncheck this box to omit any customer or shipping information on
the report output, or to omit the Shipping address from the
spreadsheet output.
The customer number and name from the last contract always print on
the spreadsheet output when applicable for non-bulk products.
Check this box to print the customer number, name from the last
contract on the resulting report output, or to include the complete
Ship To address on the spreadsheet output.
Note: When the contract information for a product is included on
the spreadsheet output, the associated name from the Name Check
List is also included.
CHECK LOCATION QUANTITY
- Uncheck this box to print the report for all products without
regard to location.
The Division selection does not apply.
Check this box to print the Maintenance Schedule by division,
according to the location of the inventory.
This causes bulk inventory residing at multiple locations that is
on the maintenance schedule, to be listed on the schedule for each
location.
- LOCATION, "ALL" OR "SEL"
-
- Type ALL to include all locations in the report.
- To print the report for a single location, leave this field
blank for the Head Office, or enter a specific location code, or
select one from the drop-down list.
- Type SEL to select a range of inventory locations to include in
the report, as outlined in Division Select By
Region.
COPY GROUP MAINTENANCE SCHEDULE
- General Maintenance Schedules can be assigned in Groups so that any eligible products in that Group
that do not yet have an individual Maintenance Schedule already
setup for them in Maintenance Schedule,
can be reviewed to determine if service is required according to
the general Group schedules.
Individual product Maintenance Schedules are then generated and
included in the report.
Eligible products must meet the date/days/meter unit Maintenance
Schedule criteria.
If both the Group and the product have Maintenance Schedules, then
the Group schedule is ignored and the product schedule applies.
Uncheck this box to exclude Group Maintenance Schedules in the
report, and to only include products with individual Maintenance
Schedule records.
Check this box to generate individual Maintenance Schedules for
any eligible products in a Group that utilizes Group Maintenance
Schedules, and to include these new Maintenance Schedules in the
report.
Group Maintenance Schedules only apply to rental products that have
NO other Maintenance Schedule setup.
REPORT OPTIONS
- This value defaults to the operator preference as defined in
Operators.
Select one of the output options to Print a report or export
the data to Excel as outlined in Report Options.
Kits and instructions are not included in detail on the
spreadsheet format, but a 'Y' will be indicated in the appropriate
column if a kit or instructions exist.
The spreadsheet output does include the following extra columns
where applicable, that are not reflected on the report:
- Contract Bill to Phone
- Contract Ship to Phone
- Name check list Phone
- Make
- Model number
- Serial number
- 4 columns for the first 4 rows of service instructions
- Contract Site Contacts, each with Name, Work Phone, Mobile,
Primary E-mail
Finished?
- Click the ACCEPT button to generate the output, or CANCEL to
abort.
Resulting Output:
There are actually five separate report/spreadsheet output results,
produced from the following selection filters:
- WOMS10B - (All Required Maint = Y, Check Loc Qty = N) or (All
Required Maint = N, Sort = Product, Check Loc Qty = N)
- WOMS10H - All Required Maint = N, Sort = Group, Check Loc Qty =
N
- WOMS10C - All Required Maint = N, Sort = Class, Check Loc Qty =
N
- WOMS10F - (All Required Maint = Y, Check Loc Qty = Y) or (All
Required Maint = N, Sort = Product or Group, Check Loc Qty =
Y)
- WOMS10G - All Required Maint = N, Sort = Class, Check Loc Qty =
Y
Note: 4 columns on the spreadsheet output may appear to be blank
if the option to print the additional Customer & Ship
Information is not selected.
To avoid excessive columns on the spreadsheet, if more than one
Site Contact is included, the Work Phone number column may be
omitted from the output.
Topic Keyword: WOMS10