Print Maintenance Schedule

Reports Menu -> Automatic Reporting -> Function WOMS10 -> runs Print Maintenance Schedule

Once the Maintenance Schedule has been setup for the relevant products in Print Maintenance Schedule, the schedule can be printed listing equipment that is due for service.

The Maintenance Schedule is generally printed at the beginning of the week (or daily for larger firms) to enable the shop staff to prioritize their work load.

When the Maintenance Schedule is used with Work Orders the operator has the ability to select from the Maintenance Schedule so that the schedule is kept up to date.
The Work Order number assigned to the product will print on the Maintenance Schedule to help track work in progress and work needing to be assigned. When the Work Order is completed, it is closed out to repair history and the Maintenance Schedule entry is deleted.
The program Close Internal Work Order automatically creates repair history transactions when costs are posted in Daily Close 3 on the Rental Journal Transactions report.

Sometimes, equipment scheduled for maintenance is out on a contract.
If this is the case the shop staff have two options:

1. Wait until the equipment is returned from the contract.
   The equipment will continue to print on the Maintenance Report until the repair has been completed to remind the shop staff to keep an eye out for the equipment in order to complete the service.
   If equipment prints week after week on the Maintenance Report, then follow the second option.

2. Call the customer on the contract to discuss the maintenance needs and to ask for a Meter Reading, or remind the customer to add oil, etc.
   If the equipment is valuable, a crew may need to be sent on site to complete the maintenance.

   The current contract number where the equipment is currently located should be printed on the schedule, or review Rental Inventory for the Last Contract #.
   The schedule can be printed with the contract Ship To location information and name from the Name Checklist, or use Contracts to view the contact, telephone number and site information.

The Product Revenue Report can be setup to be run automatically with the results emailed to staff, by setting up WOMS10 with the relevant filters and email addresses in the Automatic Reporting.

To generate the Maintenance Schedule, the prompts are:

MAINTENANCE DATE

Accept today's date, or type in the desired date.

ALL REQUIRED MAINTENANCE

Check this box to select all equipment needing maintenance.
The report will print the equipment in order of Maintenance Type.

Uncheck this box to select equipment based on Maintenance Type, and/or Product# or Product Class or Group.
The report will print the equipment needing maintenance, by Maintenance Type, then by Product Class.

FROM MAINTENANCE TYPE

Leave this field blank for all Maintenance Types, or enter the beginning Maintenance Type, or select one from the drop-down list.
Refer to Maintenance Schedule for information on scheduling by the five different types.

TO MAINTENANCE TYPE

Leave this field blank for all Maintenance Types, or enter the ending Maintenance Type, or select one from the drop-down list.

SORT WITHIN MAINTENANCE TYPE BY

If All Required Maintenance is selected then the equipment is always sorted by Maintenance Type and this option does not apply.
Select one of the following selection filters:

• Select Product to select and sort by product number.
  The Product Class and Group selection fields will be disabled.

  FROM PRODUCT #

  Leave this field blank for all products, or enter the beginning product, or select it from the Inventory Search window.

  TO PRODUCT #

  Leave this field blank for all products, or enter the ending product, or select it from the window.

• Select Class to select and sort by Product Class.
  The product number and Group selection fields will be skipped.

  FROM PRODUCT CLASS

  Leave this field blank for all classes, or enter the beginning class, or select it from the Product Class Search window.

  TO PRODUCT CLASS

  Leave this field blank for all classes, or enter the ending class, or select it from the window.

• Select Group to select and sort by product Group.
  The product number and class selection fields will be skipped.

  FROM PRODUCT GROUP

  Leave this field blank for all groups, or enter the beginning group, or select it from the Product Group Search window.

  TO PRODUCT GROUP

  Leave this field blank for all groups, or enter the ending group, or select it from the window.

PRINT SERVICE KITS

Select one of the following sort options:

• Select Do Not Print to excluded kits from the report.
• Select In Summary to list the kits descriptions on the report but not to include the specific parts.
• Select In Detail to print all the part detail information from each of the kits to be used.

PRINT SERVICE INSTRUCTIONS

Uncheck this box to suppress printing the "Maintenance Report Notes" on the Maintenance Schedule.
Any detailed notes for service by date or meter will be printed.

Check this box to print the "Maintenance Report Notes" as entered in Maintenance Schedule.

INCLUDE DISPOSED ITEMS

Check this box to include disposed items on the report that are due for service.
Uncheck this box to exclude any disposed items.

CUSTOMER & SHIP TO INFORMATION

This option applies only to Non-Bulk Items that are still out on the contract and can be helpful in locating the equipment.

Uncheck this box to omit any customer or shipping information on the report output, or to omit the Shipping address from the spreadsheet output.
The customer number and name from the last contract always print on the spreadsheet output when applicable for non-bulk products.

Check this box to print the customer number, name from the last contract on the resulting report output, or to include the complete Ship To address on the spreadsheet output.

Note: When the contract information for a product is included on the spreadsheet output, the associated name from the Name Check List is also included.

CHECK LOCATION QUANTITY

Uncheck this box to print the report for all products without regard to location.
The Division selection does not apply.

Check this box to print the Maintenance Schedule by division, according to the location of the inventory.
This causes bulk inventory residing at multiple locations that is on the maintenance schedule, to be listed on the schedule for each location.

LOCATION, "ALL" OR "SEL"

• Type ALL to include all locations in the report.
• To print the report for a single location, leave this field blank for the Head Office, or enter a specific location code, or select one from the drop-down list.
• Type SEL to select a range of inventory locations to include in the report, as outlined in Division Select By Region.

COPY GROUP MAINTENANCE SCHEDULE

General Maintenance Schedules can be assigned in Groups so that any eligible products in that Group that do not yet have an individual Maintenance Schedule already setup for them in Maintenance Schedule, can be reviewed to determine if service is required according to the general Group schedules.
Individual product Maintenance Schedules are then generated and included in the report.
Eligible products must meet the date/days/meter unit Maintenance Schedule criteria.
If both the Group and the product have Maintenance Schedules, then the Group schedule is ignored and the product schedule applies.

Uncheck this box to exclude Group Maintenance Schedules in the report, and to only include products with individual Maintenance Schedule records.

Check this box to generate individual Maintenance Schedules for any eligible products in a Group that utilizes Group Maintenance Schedules, and to include these new Maintenance Schedules in the report.
Group Maintenance Schedules only apply to rental products that have NO other Maintenance Schedule setup.

REPORT OPTIONS

This value defaults to the operator preference as defined in Operators.
Select one of the output options to Print a report or export the data to Excel as outlined in Report Options.

Kits and instructions are not included in detail on the spreadsheet format, but a 'Y' will be indicated in the appropriate column if a kit or instructions exist.
The spreadsheet output does include the following extra columns where applicable, that are not reflected on the report:

• Contract Bill to Phone
• Contract Ship to Phone
• Name check list Phone
• Make
• Model number
• Serial number
• 4 columns for the first 4 rows of service instructions
• Contract Site Contacts, each with Name, Work Phone, Mobile, Primary E-mail

Finished?

Click the ACCEPT button to generate the output, or CANCEL to abort.

1. WOMS10B - (All Required Maint = Y, Check Loc Qty = N) or (All Required Maint = N, Sort = Product, Check Loc Qty = N)
2. WOMS10H - All Required Maint = N, Sort = Group, Check Loc Qty = N
3. WOMS10C - All Required Maint = N, Sort = Class, Check Loc Qty = N
4. WOMS10F - (All Required Maint = Y, Check Loc Qty = Y) or (All Required Maint = N, Sort = Product or Group, Check Loc Qty = Y)
5. WOMS10G - All Required Maint = N, Sort = Class, Check Loc Qty = Y

Note: 4 columns on the spreadsheet output may appear to be blank if the option to print the additional Customer & Ship Information is not selected.
To avoid excessive columns on the spreadsheet, if more than one Site Contact is included, the Work Phone number column may be omitted from the output.