The PM close out screen (seen below) is divided into 5 sections: WorkOrderCloseOut,CalendarbasedPM, MeterbasedPM, Closeoutfields, and Selectpartschargetoissue.
WorkOrderCloseOut
This section allows you to change the completion date. By default, the CompletedDate is automatically populated with today's date.
CalendarBasedPM (willonlyshowwhenPMisbasedoncalendar)
The calendar frequency of the PM will be listed here. The next PM date is shown if the PM is a static frequency. Select a new date if you wish to change it. Shadow based PM's will indicate that the Next PM Date will be determined by the close out date.
MeterOptions (willonlyshowifworkorderAssetrecordsameter)
Here you can enter a new meter reading when closing the work order. If the meter is a running meter, the message MustbehigherthanX will show next to the box. If it is a totals meter, there will be no message. If the asset has multiple meters, you will have the opportunity to pick which meter type is being entered from a drop-down. If no number is entered here, the system will simply close the work order without adding a meter reading.
StaticFrequency
Here are examples that explain the options available at close out for static meters.
1) You have completed the PM work and simply want to record a new meter reading.
- Leave the boxRecordaNewMeterReading checked and enter the new reading (in this case 125).
- The system will indicate what the entry must be greater than (if it is a running meter). This line's value shows the last meter reading entered on this asset. In this case, 105 shows because the PM was generated at 105 HOURS.
Result:LastMeterReadingEntry field on schedule is updated and a new meter is entered.
2) You have completed the PM work and want to enter a new reading but the meter has advanced to such a point that you need to have the next PM schedule based off of the new reading instead of the reading when the PM was generated.
- Check both boxes.
- The meter entry must be greater than the RecordaNewMeterReading value because you want to record a reading and also change the meter entry for the entry on which the next PM generation will be based.
Result:LastPMProducedAt & LastMeterReadingEntry fields on schedule are updated along with a new meter reading being entered.
ShadowFrequency
Shadow based PM's automatically adjust the next PM interval based on the meter reading at close out. The meter reading which shows on the screen will be used as the base for the next PM work order unless you add a reading before you close the work order. If you add a meter reading, that reading will be incorporated into the meter to-date and used as the base for the next PM's generation.
Because the system automatically adjusts the next PM interval on shadow based meters, there is no need to check the box AdjustNextPMInterval.
CloseOutFields
The fields in this section are determined by the system administrator. These fields will appear on all work order types.
Selectpartschargestoissue
The bottom section called Selectpartschargestoissue shows PM Parts which were set with an Auto Issue Qty. These may be deselected; but if checked, they will be charged to the work order upon close.
NOTE:Thepicturesandtheexamplesaboverefertoarunningmeter, buttheoptionsareavailablefortotalsaswell. ThesamefieldsonthePMschedulewillbeupdated.
WARNING: PMworkorderscanNOTbereopenedonceclosed. Pleasebesurethattheinformationyouenteruponcloseiscorrectbecauseyouwillnotbeabletochangethecloseoutinformationaftertheclose.