I want to set up a task that schedules a work order for different equipment once in 240 days. First I set up the task as below:
I associate any equipment as needed on the Equipment tab:
You can click the Edit button next to each equipment above to bring up a new page that will allow you to specify a custom work order frequency for each equipment. I click on the Edit button for equipment "HVAC-B" to modify the task work order frequency from the default 240 day cycle e.g. below I changed the Start Date to 4/1/2011 and effectively put this HVAC unit on a different 240 day cycle. I then save the changes.
I return to the task page. See that "HVAC-B" shown below now has a “*” next to its frequency showing that it is on a custom frequency not the default.
I save the new task. The Work Orders button will now be enabled. I click on the Work Orders button to see the work orders this task would generate (see below). We can see a work order for "HVAC-M" and another for "HVAC-B" generated every 240 days (dates may be adjusted for Calendar holidays if the task has a calendar associated with it).
You can click on the Edit button next to each work order to modify it.
If I now go to the work orders list (Home page, Main section, Work Orders - select All) I can see these work orders scheduled (you may need to modify the Period dates and click on the Refresh button to see them):
Now I open one of the "240 Day Task" work orders by clicking the Edit button next to the work order. I now mark it as completed:
After saving my changes, I select the Quit button to return to the work order list. We should see that the Status column value has changed from blank to "Completed":
The second 240 day task for "HVAC-B" (due 4/1/2011) is still open till I complete it. Then about eight months later (240 days), I should see two new work orders scheduled again for this task and repeating every eight months (240 days).