I want to set up a task that schedules a work order whenever an alarm condition is reported on an equipment. I can specify that an equipment has an alarm and use that alarm to schedule tasks for that equipment or entirely different equipment. In this case I have an overheating alarm defined on an HVAC unit. When this alarm is reported I need to create a work order for someone to go check this equipment.
First I create an equipment record for the HVAC unit. On the alarm tab I check off that it has an alarm. I do not need to enter any alarm dates at this time since I can use the Create Work Orders For Breakdowns/ Maintenance Requests function or have users report an alarm condition using the Web Based Work Request Module (if I have it).
Next I create a new task for the alarm service. On the Frequency tab I select the alarm option. From the Equipment Alarm drop-down I select the equipment alarm I want to use to schedule this task.
I then click on the Equipment tab to associate the task with the equipment that needs the work done ("HVAC-B" in this case). However, it is possible that the alarm condition could be used to schedule work on totally different equipment/ locations by associating them with the task.
Advanced Tip: If I had multiple similar equipment e.g. HVAC-B, HVAC-C, etc. I could associate all of them with this task and give each of them a custom frequency based on an alarm associated with them. So HVAC-C could have its own alarm and I could create a custom frequency association with this equipment by double clicking on the equipment to change the frequency setting from the default as shown below. This is useful when I have a standard maintenance task that has to be done at different frequencies on different equipment.
I save the new task. The Work Orders button will now be enabled. However, no work orders will be shown as scheduled unless I have some alarm conditions reported on associated equipment.
Scheduling work orders: Work orders will be scheduled from this task on every day an alarm condition is reported on associated equipment alarms. This can be done in the following ways:
1. Manually enter alarm dates on the Alarm tab in the equipment screen
2. Using the import function to import alarm conditions
3. Using the Create Work Orders For Breakdowns/ Maintenance Requests function
4. Have users report an alarm condition using the Web Based Work Request Module (if I have it)