How Do I Create a Work Order from My PM Program

Redlist gives users the capability to group tasks within a PM program into Work Order templates, which serve as a foundation for generating day-to-day work orders assigned to users for completion. By using Work Order templates, users can establish the frequency at which work orders are generated, streamlining maintenance scheduling and task assignment processes. To create a PM program Work Order template:

Step 1: Click on "Maintenance" then select "PM Programs"

Step 2: Search for and choose the desired PM program

Step 3: Click on "Edit"

Step 4: Click on "Add Work Order Template" 

Step 5: Fill out the required fields in the "Required" section

Step 6: Optional - Fill out the desired fields in the "Optional" section

Step 7: Click on the "Frequency" tab

Step 8: Determine whether the template should automatically generate work orders

If the toggle is blue, work orders will be automatically generated. If the toggle is grey, work orders will need to be manually generated

Note - If the toggle is turned off, the remaining fields in the modal will be greyed out, and steps 9 and 10 can be ignored.

Step 9: Set "Frequency" rules

Step 10: Set "Generation Rules"

Step 11: Click "Save Changes" to create the PM program Work Order template