Generating a scheduled service order from a machine (Preventative Maintenance)

Overview

Generating a service order from a machine meter can be automated once the machine/meter has been set up.
Readysell allows you to manage the bulk of preventative service order work using our scheduled service order feature.

We can drive automated service orders by the number of days since the last service or by the number of meter clicks since the last service. Automated service orders can be generated from any meter on a machine.
If you want to set the triggers to run from totals, set the rules up on a total meter.
If you want the colour meter only to determine the maintenance schedule, set the rules up on the colour meter.

Service order templates are used to control the level of detail automatically filled in on the generated service orders.
You can decide if you want to keep the generated service orders very simple or if you want to pre-populate notes, charges and other details onto the generated service orders.

If a machine already has an Open Service Order whether it be a manually inserted service order or an auto-generated service order, then when the 'Generate Service Orders' task runs it will not create another service order until the current open service order has been finalised.

If Preventative Maintenance (which is a manual service order) has been performed by the Technician whilst out on-site, then you can link this manual service order to the PM meter service, by clicking on 'Link Meter Service' action button in the ribbon in service order module.
If a Preventative maintenance service order has been generated by the task and it is not required, Cancel the Open service order do not delete it

 
The task will show the following text message: