PMs are the core of the preventive maintenance in Calem. PMs are generated into work orders based on a) Time schedules; b) Meter readings; or c) Meter triggers. There are cases one wish to delete a PM permanently.
An error message is shown when deleting a PM with work orders generated previously. The work orders generated from the PM must be deleted before the PM can be deleted.
Step 1. Delete Work Orders for a PM
The first step is to search and find all the work orders generated by the PM.
Step 2. Re-Open Closed Work Orders
Closed work orders including a) "Closed"; b) "Canceled"; and c) "Disapproved". These work orders cannot be deleted unless they are re-opened. Each closed work order will have to be re-opened individually by the "Reopen" menu. After reopening closed work orders you may then go back to Step 1 for deletion.
Step 3. Work Orders with Actual Labor
When a technician reports hours spent in a work order, the work order cannot be deleted until the reported hours are deleted. Deleting a work order without hours reported will get an error message. This message is also shown if a work order has parts checked out.
For each work order with actual labor reported, one has to go to the work order and remove the hours from the actual labor list. Once this is done, one may go back to Step 1 for deletion.
Step 4. Work Orders with Parts Used
If a part is checked out to a work order, the work order cannot be deleted until all parts are returned to storerooms. An error message (in Step 3 above) is shown when deleting work orders with parts checked out.
You can find out the parts used in the part list in a work order.
Use return transaction in inventory to return parts from a work order to storerooms. Once all the parts are returned, you may go to Step 1 for deletion of the work order.
Once all work orders from a PM are deleted, you may proceed with deleting a PM. PM deletion should not be executed unless you have to. Otherwise, setting the status of a PM to "Inactive" will be sufficient. PMs with inactive status will : a) Stop generating work orders; b) Preserve all the work order records.