1. Capital Asset Management Implementation Guide
  2. Understanding Changing the Status of PMs to Complete

Understanding Changing the Status of PMs to Complete

You must notify the system when you have completed or canceled a PM for a piece of equipment. You do so by changing the status of the PM to complete or canceled. When you change the status, the system:

  • Maintains a record of the PM with a status of 99 (complete) or 98 (canceled).

  • Generates a new PM with a status of 01 and begins a new PM cycle (depending on the value of the multiple work order flag on the PM schedule).

    Note: The system does not begin a new PM cycle for warranty service types or maintenance routes.

You can change the status of PMs by individual piece of equipment or globally by using search criteria to select PMs for a group of equipment.

You can use processing options to specify whether you want the system to display actual meter readings or lifetime maintenance amounts on the preventive maintenance schedule. The actual meter reading is the number that appears on the physical meter that is located on a piece of equipment. The lifetime maintenance amount is the total lifetime use of the equipment. In cases such as meter changes or meter rollovers, the lifetime maintenance amount is not the amount that is displayed on the meter. If you select an actual meter reading for this processing option, you must enter the meter reading as it appears on the actual meter. The system calculates the lifetime maintenance amount from this amount.

When you enter a value in the Status field in the processing options, the system attempts to update the work order status with the PM status if the value is valid. If the value is not valid, no update occurs to the work order status.

Whether you select to display actual meter readings or lifetime maintenance amounts, the system always uses lifetime maintenance amounts to calculate service intervals.

You can globally update multiple PMs when status, completion date, and employee responsible for the PM work order are the same. After you have narrowed the search to a specific group of PMs, select the Global Updates tab, enter values in these fields, and then click OK:

  • PM Status

  • Completion Date

  • Employee

The system updates all selected PMs. In addition, when you update the Employee field, the system updates the Assigned To field on the PM work order.