From the Tasks tab or a PM or Planned Event work order, a Corrective Maintenance (CM) work order can be generated if there was corrective action that needed to be taken during the course of the PM or PE.
When viewing a Preventive Maintenance (PM) work order or a Planned Event (PE) work order, click on the Tasks tab.
On the Tasks tab, click the +CREATE WORK ORDER button.
This will open a pop-up over the current view where a description of the issue can be entered.
- The ID number and name of the PM will be included by default for reference, but they can be removed if desired.
- Type in the field to enter information about the issue that was discovered and click Save to create the CM work order.
- The CM will generate with the Open status and without assignee(s).
