Maximo Open Forum

If a PM does not have the "Use Last Work Order's Start Date to Calculate Next Due Date" box checked and the last generated work order is canceled will there be any subsequent work orders generated?

When setting up a PM you choose the estimated 1st date for generation.  After something has been generated, even if that work order has been closed out, I think it should still have the data stored on your pm for the last time it was generated.

I would check the PM under the Meters section to see if you see a date there.

If a PM does not have the "Use Last Work Order's Start Date to Calculate Next Due Date" box checked and the last generated work order is canceled will there be any subsequent work orders generated?

When setting up a PM you choose the estimated 1st date for generation.  After something has been generated, even if that work order has been closed out, I think it should still have the data stored on your pm for the last time it was generated.

I would check the PM under the Meters section to see if you see a date there.

If a PM does not have the "Use Last Work Order's Start Date to Calculate Next Due Date" box checked and the last generated work order is canceled will there be any subsequent work orders generated?

If a PM does not have the "Use Last Work Order's Start Date to Calculate Next Due Date" box checked and the last generated work order is canceled will there be any subsequent work orders generated?

If a PM does not have the "Use Last Work Order's Start Date to Calculate Next Due Date" box checked and the last generated work order is canceled will there be any subsequent work orders generated?

Thanks, Danny,

I'm coming in after the fact and trying to determine what happened.  A PM was missed and they didn't know why.  After looking at it I noticed, what I believe to be the last auto-generated, WO was canceled.  Since their discovery, a new WO was generated to perform the work.  I've generated a forecast and all seems well.  I'm trying to find out how the PM was missed.  My guess is that when the WO was canceled, it broke the frequency.  I've read that if you cancel a PM MAXIMO gives a message "Do you want to reinstate the preventive maintenance record while you are canceling the PM work order?" so that users can decide whether they would like to roll back the PMs next due date or not.

So I can't confirm but believe it was an operator error.  I've never canceled a PM WO before.

Thoughts?

If a PM does not have the "Use Last Work Order's Start Date to Calculate Next Due Date" box checked and the last generated work order is canceled will there be any subsequent work orders generated?

The message you reference "BMXAA8233I - Do you want to reinstate the preventive maintenance record while you are canceling the PM work order?" is just a reminder of the need to be careful with who you grant 'Cancel' rights to, and to make sure they are informed of the impact. 

Then, what to do about it? 

There are many thoughts on this one, and here are a few for consideration on PMs - How to deal with PM Work Orders that are not completed before the next PM Work Order generates 

Thanks, Danny,

I'm coming in after the fact and trying to determine what happened.  A PM was missed and they didn't know why.  After looking at it I noticed, what I believe to be the last auto-generated, WO was canceled.  Since their discovery, a new WO was generated to perform the work.  I've generated a forecast and all seems well.  I'm trying to find out how the PM was missed.  My guess is that when the WO was canceled, it broke the frequency.  I've read that if you cancel a PM MAXIMO gives a message "Do you want to reinstate the preventive maintenance record while you are canceling the PM work order?" so that users can decide whether they would like to roll back the PMs next due date or not.

So I can't confirm but believe it was an operator error.  I've never canceled a PM WO before.

Thoughts?

If a PM does not have the "Use Last Work Order's Start Date to Calculate Next Due Date" box checked and the last generated work order is canceled will there be any subsequent work orders generated?

Thanks, Christopher,

Since I wasn't the one who canceled it I'm not exactly certain about the course of events that followed.  Other than a critical PM was missed.  Trying to ensure it doesn't happen again.  Understanding what happens when a PM WO is canceled is important.  Going to dig to see what processes were used, if any.  Maybe a need to put some in place or reemphasize the importance.

It is my belief that the reinstatement question came up but probably answered N.  Subsequently, stopping any further WO generation.

Do you know if that would be true? Answering N and it stops all further WO generation?

The message you reference "BMXAA8233I - Do you want to reinstate the preventive maintenance record while you are canceling the PM work order?" is just a reminder of the need to be careful with who you grant 'Cancel' rights to, and to make sure they are informed of the impact. 

Then, what to do about it? 

There are many thoughts on this one, and here are a few for consideration on PMs - How to deal with PM Work Orders that are not completed before the next PM Work Order generates 

Thanks, Danny,

I'm coming in after the fact and trying to determine what happened.  A PM was missed and they didn't know why.  After looking at it I noticed, what I believe to be the last auto-generated, WO was canceled.  Since their discovery, a new WO was generated to perform the work.  I've generated a forecast and all seems well.  I'm trying to find out how the PM was missed.  My guess is that when the WO was canceled, it broke the frequency.  I've read that if you cancel a PM MAXIMO gives a message "Do you want to reinstate the preventive maintenance record while you are canceling the PM work order?" so that users can decide whether they would like to roll back the PMs next due date or not.

So I can't confirm but believe it was an operator error.  I've never canceled a PM WO before.

Thoughts?

If a PM does not have the "Use Last Work Order's Start Date to Calculate Next Due Date" box checked and the last generated work order is canceled will there be any subsequent work orders generated?

Hi Wade, I just tested it in my staging environment and if I click No on that window, there are no more WOs.  I test it by trying to generate a WO 365 days in advance even though its set as a 30 day.  I just get a message that says no WOs are scheduled for that timeframe.  

Makes sense if you think about it.  The PM is supposed to kick the next WO off based on when you last COMPleted.  But it's cancelled (never hit COMP) and if the user hit yes to reinstating, the WO would generate immediately cause now it's technically past due.  But they hit no, so now Maximo doesn't know when you actually want to do it...obviously not x days after last COMP..so when?

The thread that @Christopher Winston linked above is excellent.  I'm eyeballing the "NOTDONE" synonym myself....

Thanks, Christopher,

Since I wasn't the one who canceled it I'm not exactly certain about the course of events that followed.  Other than a critical PM was missed.  Trying to ensure it doesn't happen again.  Understanding what happens when a PM WO is canceled is important.  Going to dig to see what processes were used, if any.  Maybe a need to put some in place or reemphasize the importance.

It is my belief that the reinstatement question came up but probably answered N.  Subsequently, stopping any further WO generation.

Do you know if that would be true? Answering N and it stops all further WO generation?

The message you reference "BMXAA8233I - Do you want to reinstate the preventive maintenance record while you are canceling the PM work order?" is just a reminder of the need to be careful with who you grant 'Cancel' rights to, and to make sure they are informed of the impact. 

Then, what to do about it? 

There are many thoughts on this one, and here are a few for consideration on PMs - How to deal with PM Work Orders that are not completed before the next PM Work Order generates 

Thanks, Danny,

I'm coming in after the fact and trying to determine what happened.  A PM was missed and they didn't know why.  After looking at it I noticed, what I believe to be the last auto-generated, WO was canceled.  Since their discovery, a new WO was generated to perform the work.  I've generated a forecast and all seems well.  I'm trying to find out how the PM was missed.  My guess is that when the WO was canceled, it broke the frequency.  I've read that if you cancel a PM MAXIMO gives a message "Do you want to reinstate the preventive maintenance record while you are canceling the PM work order?" so that users can decide whether they would like to roll back the PMs next due date or not.

So I can't confirm but believe it was an operator error.  I've never canceled a PM WO before.

Thoughts?

If a PM does not have the "Use Last Work Order's Start Date to Calculate Next Due Date" box checked and the last generated work order is canceled will there be any subsequent work orders generated?

Thanks Gail,

That makes sense to me as well and I thought that is what may have happened.  However, Christopher stated  "In general, neither should stop the pm from generating. A status change away from ACTIVE or an open work order when the use target date is unchecked will keep the next work order from generating indefinitely. Other than that, the cancellation should have just altered the next date, depending on whether the answer was yes or now to the prompt?

Still a little confused.

Hi Wade, I just tested it in my staging environment and if I click No on that window, there are no more WOs.  I test it by trying to generate a WO 365 days in advance even though its set as a 30 day.  I just get a message that says no WOs are scheduled for that timeframe.  

Makes sense if you think about it.  The PM is supposed to kick the next WO off based on when you last COMPleted.  But it's cancelled (never hit COMP) and if the user hit yes to reinstating, the WO would generate immediately cause now it's technically past due.  But they hit no, so now Maximo doesn't know when you actually want to do it...obviously not x days after last COMP..so when?

The thread that @Christopher Winston linked above is excellent.  I'm eyeballing the "NOTDONE" synonym myself....

Thanks, Christopher,

Since I wasn't the one who canceled it I'm not exactly certain about the course of events that followed.  Other than a critical PM was missed.  Trying to ensure it doesn't happen again.  Understanding what happens when a PM WO is canceled is important.  Going to dig to see what processes were used, if any.  Maybe a need to put some in place or reemphasize the importance.

It is my belief that the reinstatement question came up but probably answered N.  Subsequently, stopping any further WO generation.

Do you know if that would be true? Answering N and it stops all further WO generation?

The message you reference "BMXAA8233I - Do you want to reinstate the preventive maintenance record while you are canceling the PM work order?" is just a reminder of the need to be careful with who you grant 'Cancel' rights to, and to make sure they are informed of the impact. 

Then, what to do about it? 

There are many thoughts on this one, and here are a few for consideration on PMs - How to deal with PM Work Orders that are not completed before the next PM Work Order generates 

Thanks, Danny,

I'm coming in after the fact and trying to determine what happened.  A PM was missed and they didn't know why.  After looking at it I noticed, what I believe to be the last auto-generated, WO was canceled.  Since their discovery, a new WO was generated to perform the work.  I've generated a forecast and all seems well.  I'm trying to find out how the PM was missed.  My guess is that when the WO was canceled, it broke the frequency.  I've read that if you cancel a PM MAXIMO gives a message "Do you want to reinstate the preventive maintenance record while you are canceling the PM work order?" so that users can decide whether they would like to roll back the PMs next due date or not.

So I can't confirm but believe it was an operator error.  I've never canceled a PM WO before.

Thoughts?

If a PM does not have the "Use Last Work Order's Start Date to Calculate Next Due Date" box checked and the last generated work order is canceled will there be any subsequent work orders generated?

Changing the PM to INACTIVE to stop it from generating a WO is very hands on and would require you to know someone hit cancel and answered No at the prompt.  So the synonym of COMP of NOTDONE sounds like the preferred option.  Just take away people's abilities to cancel PM generated WOs.

If hitting yes or no cause the PM to do the same thing, I don't think the system would bother asking a question... 

In my system, and obviously yours as well, hitting No on a calendar based PM where the Use Last Start Date box is unchecked, stops the PM from generating any more WOs.

If the box is checked, totally different story.  It would just pick up in the next round cause the cancelled WO has a Start Date for the PM to use to schedule the next WO.

Thanks Gail,

That makes sense to me as well and I thought that is what may have happened.  However, Christopher stated  "In general, neither should stop the pm from generating. A status change away from ACTIVE or an open work order when the use target date is unchecked will keep the next work order from generating indefinitely. Other than that, the cancellation should have just altered the next date, depending on whether the answer was yes or now to the prompt?

Still a little confused.

Hi Wade, I just tested it in my staging environment and if I click No on that window, there are no more WOs.  I test it by trying to generate a WO 365 days in advance even though its set as a 30 day.  I just get a message that says no WOs are scheduled for that timeframe.  

Makes sense if you think about it.  The PM is supposed to kick the next WO off based on when you last COMPleted.  But it's cancelled (never hit COMP) and if the user hit yes to reinstating, the WO would generate immediately cause now it's technically past due.  But they hit no, so now Maximo doesn't know when you actually want to do it...obviously not x days after last COMP..so when?

The thread that @Christopher Winston linked above is excellent.  I'm eyeballing the "NOTDONE" synonym myself....

Thanks, Christopher,

Since I wasn't the one who canceled it I'm not exactly certain about the course of events that followed.  Other than a critical PM was missed.  Trying to ensure it doesn't happen again.  Understanding what happens when a PM WO is canceled is important.  Going to dig to see what processes were used, if any.  Maybe a need to put some in place or reemphasize the importance.

It is my belief that the reinstatement question came up but probably answered N.  Subsequently, stopping any further WO generation.

Do you know if that would be true? Answering N and it stops all further WO generation?

The message you reference "BMXAA8233I - Do you want to reinstate the preventive maintenance record while you are canceling the PM work order?" is just a reminder of the need to be careful with who you grant 'Cancel' rights to, and to make sure they are informed of the impact. 

Then, what to do about it? 

There are many thoughts on this one, and here are a few for consideration on PMs - How to deal with PM Work Orders that are not completed before the next PM Work Order generates 

Thanks, Danny,

I'm coming in after the fact and trying to determine what happened.  A PM was missed and they didn't know why.  After looking at it I noticed, what I believe to be the last auto-generated, WO was canceled.  Since their discovery, a new WO was generated to perform the work.  I've generated a forecast and all seems well.  I'm trying to find out how the PM was missed.  My guess is that when the WO was canceled, it broke the frequency.  I've read that if you cancel a PM MAXIMO gives a message "Do you want to reinstate the preventive maintenance record while you are canceling the PM work order?" so that users can decide whether they would like to roll back the PMs next due date or not.

So I can't confirm but believe it was an operator error.  I've never canceled a PM WO before.

Thoughts?

If a PM does not have the "Use Last Work Order's Start Date to Calculate Next Due Date" box checked and the last generated work order is canceled will there be any subsequent work orders generated?

Hi Wade, I just tested it in my staging environment and if I click No on that window, there are no more WOs.  I test it by trying to generate a WO 365 days in advance even though its set as a 30 day.  I just get a message that says no WOs are scheduled for that timeframe.  

Makes sense if you think about it.  The PM is supposed to kick the next WO off based on when you last COMPleted.  But it's cancelled (never hit COMP) and if the user hit yes to reinstating, the WO would generate immediately cause now it's technically past due.  But they hit no, so now Maximo doesn't know when you actually want to do it...obviously not x days after last COMP..so when?

The thread that @Christopher Winston linked above is excellent.  I'm eyeballing the "NOTDONE" synonym myself....

Thanks, Christopher,

Since I wasn't the one who canceled it I'm not exactly certain about the course of events that followed.  Other than a critical PM was missed.  Trying to ensure it doesn't happen again.  Understanding what happens when a PM WO is canceled is important.  Going to dig to see what processes were used, if any.  Maybe a need to put some in place or reemphasize the importance.

It is my belief that the reinstatement question came up but probably answered N.  Subsequently, stopping any further WO generation.

Do you know if that would be true? Answering N and it stops all further WO generation?

The message you reference "BMXAA8233I - Do you want to reinstate the preventive maintenance record while you are canceling the PM work order?" is just a reminder of the need to be careful with who you grant 'Cancel' rights to, and to make sure they are informed of the impact. 

Then, what to do about it? 

There are many thoughts on this one, and here are a few for consideration on PMs - How to deal with PM Work Orders that are not completed before the next PM Work Order generates 

Thanks, Danny,

I'm coming in after the fact and trying to determine what happened.  A PM was missed and they didn't know why.  After looking at it I noticed, what I believe to be the last auto-generated, WO was canceled.  Since their discovery, a new WO was generated to perform the work.  I've generated a forecast and all seems well.  I'm trying to find out how the PM was missed.  My guess is that when the WO was canceled, it broke the frequency.  I've read that if you cancel a PM MAXIMO gives a message "Do you want to reinstate the preventive maintenance record while you are canceling the PM work order?" so that users can decide whether they would like to roll back the PMs next due date or not.

So I can't confirm but believe it was an operator error.  I've never canceled a PM WO before.

Thoughts?

If a PM does not have the "Use Last Work Order's Start Date to Calculate Next Due Date" box checked and the last generated work order is canceled will there be any subsequent work orders generated?

Thanks, Christopher,

Since I wasn't the one who canceled it I'm not exactly certain about the course of events that followed.  Other than a critical PM was missed.  Trying to ensure it doesn't happen again.  Understanding what happens when a PM WO is canceled is important.  Going to dig to see what processes were used, if any.  Maybe a need to put some in place or reemphasize the importance.

It is my belief that the reinstatement question came up but probably answered N.  Subsequently, stopping any further WO generation.

Do you know if that would be true? Answering N and it stops all further WO generation?

The message you reference "BMXAA8233I - Do you want to reinstate the preventive maintenance record while you are canceling the PM work order?" is just a reminder of the need to be careful with who you grant 'Cancel' rights to, and to make sure they are informed of the impact. 

Then, what to do about it? 

There are many thoughts on this one, and here are a few for consideration on PMs - How to deal with PM Work Orders that are not completed before the next PM Work Order generates 

Thanks, Danny,

I'm coming in after the fact and trying to determine what happened.  A PM was missed and they didn't know why.  After looking at it I noticed, what I believe to be the last auto-generated, WO was canceled.  Since their discovery, a new WO was generated to perform the work.  I've generated a forecast and all seems well.  I'm trying to find out how the PM was missed.  My guess is that when the WO was canceled, it broke the frequency.  I've read that if you cancel a PM MAXIMO gives a message "Do you want to reinstate the preventive maintenance record while you are canceling the PM work order?" so that users can decide whether they would like to roll back the PMs next due date or not.

So I can't confirm but believe it was an operator error.  I've never canceled a PM WO before.

Thoughts?

If a PM does not have the "Use Last Work Order's Start Date to Calculate Next Due Date" box checked and the last generated work order is canceled will there be any subsequent work orders generated?

In general, neither should stop the pm from generating. A status change away from ACTIVE or an open work order when the use target date is unchecked will keep the next work order from generating indefinitely. Other than that, the cancellation should have just altered the next date, depending on whether the answer was yes or now to the prompt.

Thanks, Christopher,

Since I wasn't the one who canceled it I'm not exactly certain about the course of events that followed.  Other than a critical PM was missed.  Trying to ensure it doesn't happen again.  Understanding what happens when a PM WO is canceled is important.  Going to dig to see what processes were used, if any.  Maybe a need to put some in place or reemphasize the importance.

It is my belief that the reinstatement question came up but probably answered N.  Subsequently, stopping any further WO generation.

Do you know if that would be true? Answering N and it stops all further WO generation?

The message you reference "BMXAA8233I - Do you want to reinstate the preventive maintenance record while you are canceling the PM work order?" is just a reminder of the need to be careful with who you grant 'Cancel' rights to, and to make sure they are informed of the impact. 

Then, what to do about it? 

There are many thoughts on this one, and here are a few for consideration on PMs - How to deal with PM Work Orders that are not completed before the next PM Work Order generates 

Thanks, Danny,

I'm coming in after the fact and trying to determine what happened.  A PM was missed and they didn't know why.  After looking at it I noticed, what I believe to be the last auto-generated, WO was canceled.  Since their discovery, a new WO was generated to perform the work.  I've generated a forecast and all seems well.  I'm trying to find out how the PM was missed.  My guess is that when the WO was canceled, it broke the frequency.  I've read that if you cancel a PM MAXIMO gives a message "Do you want to reinstate the preventive maintenance record while you are canceling the PM work order?" so that users can decide whether they would like to roll back the PMs next due date or not.

So I can't confirm but believe it was an operator error.  I've never canceled a PM WO before.

Thoughts?

If a PM does not have the "Use Last Work Order's Start Date to Calculate Next Due Date" box checked and the last generated work order is canceled will there be any subsequent work orders generated?

Thanks, Christopher,

The use target date is unchecked.  However, I don't see any other status than active nor any open work orders at that time.

Is there somewhere else I can look?

In general, neither should stop the pm from generating. A status change away from ACTIVE or an open work order when the use target date is unchecked will keep the next work order from generating indefinitely. Other than that, the cancellation should have just altered the next date, depending on whether the answer was yes or now to the prompt.

Thanks, Christopher,

Since I wasn't the one who canceled it I'm not exactly certain about the course of events that followed.  Other than a critical PM was missed.  Trying to ensure it doesn't happen again.  Understanding what happens when a PM WO is canceled is important.  Going to dig to see what processes were used, if any.  Maybe a need to put some in place or reemphasize the importance.

It is my belief that the reinstatement question came up but probably answered N.  Subsequently, stopping any further WO generation.

Do you know if that would be true? Answering N and it stops all further WO generation?

The message you reference "BMXAA8233I - Do you want to reinstate the preventive maintenance record while you are canceling the PM work order?" is just a reminder of the need to be careful with who you grant 'Cancel' rights to, and to make sure they are informed of the impact. 

Then, what to do about it? 

There are many thoughts on this one, and here are a few for consideration on PMs - How to deal with PM Work Orders that are not completed before the next PM Work Order generates 

Thanks, Danny,

I'm coming in after the fact and trying to determine what happened.  A PM was missed and they didn't know why.  After looking at it I noticed, what I believe to be the last auto-generated, WO was canceled.  Since their discovery, a new WO was generated to perform the work.  I've generated a forecast and all seems well.  I'm trying to find out how the PM was missed.  My guess is that when the WO was canceled, it broke the frequency.  I've read that if you cancel a PM MAXIMO gives a message "Do you want to reinstate the preventive maintenance record while you are canceling the PM work order?" so that users can decide whether they would like to roll back the PMs next due date or not.

So I can't confirm but believe it was an operator error.  I've never canceled a PM WO before.

Thoughts?

If a PM does not have the "Use Last Work Order's Start Date to Calculate Next Due Date" box checked and the last generated work order is canceled will there be any subsequent work orders generated?

PM Status will not change with yes or no to pm work order cancellation. Unlike work order status however, there is no history without turning on electronic audit, and even if you turn it on now, you can't see what happened in the past. As for other places to look, you may want to look at all work orders that have been generated from that pm and see if others have been cancelled. 

Electronic auditing may be a future consideration, and perhaps even forcing a signature for the status change from ACTIVE on pm; work order status changes automatically generate a wostatus record, so you will always be able to get date / time and more for that action.

Thanks, Christopher,

The use target date is unchecked.  However, I don't see any other status than active nor any open work orders at that time.

Is there somewhere else I can look?

In general, neither should stop the pm from generating. A status change away from ACTIVE or an open work order when the use target date is unchecked will keep the next work order from generating indefinitely. Other than that, the cancellation should have just altered the next date, depending on whether the answer was yes or now to the prompt.

Thanks, Christopher,

Since I wasn't the one who canceled it I'm not exactly certain about the course of events that followed.  Other than a critical PM was missed.  Trying to ensure it doesn't happen again.  Understanding what happens when a PM WO is canceled is important.  Going to dig to see what processes were used, if any.  Maybe a need to put some in place or reemphasize the importance.

It is my belief that the reinstatement question came up but probably answered N.  Subsequently, stopping any further WO generation.

Do you know if that would be true? Answering N and it stops all further WO generation?

The message you reference "BMXAA8233I - Do you want to reinstate the preventive maintenance record while you are canceling the PM work order?" is just a reminder of the need to be careful with who you grant 'Cancel' rights to, and to make sure they are informed of the impact. 

Then, what to do about it? 

There are many thoughts on this one, and here are a few for consideration on PMs - How to deal with PM Work Orders that are not completed before the next PM Work Order generates 

Thanks, Danny,

I'm coming in after the fact and trying to determine what happened.  A PM was missed and they didn't know why.  After looking at it I noticed, what I believe to be the last auto-generated, WO was canceled.  Since their discovery, a new WO was generated to perform the work.  I've generated a forecast and all seems well.  I'm trying to find out how the PM was missed.  My guess is that when the WO was canceled, it broke the frequency.  I've read that if you cancel a PM MAXIMO gives a message "Do you want to reinstate the preventive maintenance record while you are canceling the PM work order?" so that users can decide whether they would like to roll back the PMs next due date or not.

So I can't confirm but believe it was an operator error.  I've never canceled a PM WO before.

Thoughts?

If a PM does not have the "Use Last Work Order's Start Date to Calculate Next Due Date" box checked and the last generated work order is canceled will there be any subsequent work orders generated?

Thank you, Christopher.

I believe they answered No to the question "BMXAA8233I - Do you want to reinstate the preventive maintenance record while you are canceling the PM work order?".  Subsequently, no more PM WOs were generated.  I did find a corrective WO during the time frame and that is the reason for the cancelation.  However, they should not have canceled the PM WO but possibly extended the date.

PM Status will not change with yes or no to pm work order cancellation. Unlike work order status however, there is no history without turning on electronic audit, and even if you turn it on now, you can't see what happened in the past. As for other places to look, you may want to look at all work orders that have been generated from that pm and see if others have been cancelled. 

Electronic auditing may be a future consideration, and perhaps even forcing a signature for the status change from ACTIVE on pm; work order status changes automatically generate a wostatus record, so you will always be able to get date / time and more for that action.

Thanks, Christopher,

The use target date is unchecked.  However, I don't see any other status than active nor any open work orders at that time.

Is there somewhere else I can look?

In general, neither should stop the pm from generating. A status change away from ACTIVE or an open work order when the use target date is unchecked will keep the next work order from generating indefinitely. Other than that, the cancellation should have just altered the next date, depending on whether the answer was yes or now to the prompt.

Thanks, Christopher,

Since I wasn't the one who canceled it I'm not exactly certain about the course of events that followed.  Other than a critical PM was missed.  Trying to ensure it doesn't happen again.  Understanding what happens when a PM WO is canceled is important.  Going to dig to see what processes were used, if any.  Maybe a need to put some in place or reemphasize the importance.

It is my belief that the reinstatement question came up but probably answered N.  Subsequently, stopping any further WO generation.

Do you know if that would be true? Answering N and it stops all further WO generation?

The message you reference "BMXAA8233I - Do you want to reinstate the preventive maintenance record while you are canceling the PM work order?" is just a reminder of the need to be careful with who you grant 'Cancel' rights to, and to make sure they are informed of the impact. 

Then, what to do about it? 

There are many thoughts on this one, and here are a few for consideration on PMs - How to deal with PM Work Orders that are not completed before the next PM Work Order generates 

Thanks, Danny,

I'm coming in after the fact and trying to determine what happened.  A PM was missed and they didn't know why.  After looking at it I noticed, what I believe to be the last auto-generated, WO was canceled.  Since their discovery, a new WO was generated to perform the work.  I've generated a forecast and all seems well.  I'm trying to find out how the PM was missed.  My guess is that when the WO was canceled, it broke the frequency.  I've read that if you cancel a PM MAXIMO gives a message "Do you want to reinstate the preventive maintenance record while you are canceling the PM work order?" so that users can decide whether they would like to roll back the PMs next due date or not.

So I can't confirm but believe it was an operator error.  I've never canceled a PM WO before.

Thoughts?

If a PM does not have the "Use Last Work Order's Start Date to Calculate Next Due Date" box checked and the last generated work order is canceled will there be any subsequent work orders generated?

I think the No should have just let the pm generate on its next due date, rather than stopping it completely. Unfortunately, there is no real good to dig into the past on the PM record.

However, this is probably a good time to check all active pm's where the usetargetdate is no (0), so 'floating' pm's and see if there are any with open work orders that were due a significant time ago and perhaps re-prioritize them before something else happens, since I am guessing that is what drove the inquiry.

Thank you, Christopher.

I believe they answered No to the question "BMXAA8233I - Do you want to reinstate the preventive maintenance record while you are canceling the PM work order?".  Subsequently, no more PM WOs were generated.  I did find a corrective WO during the time frame and that is the reason for the cancelation.  However, they should not have canceled the PM WO but possibly extended the date.

PM Status will not change with yes or no to pm work order cancellation. Unlike work order status however, there is no history without turning on electronic audit, and even if you turn it on now, you can't see what happened in the past. As for other places to look, you may want to look at all work orders that have been generated from that pm and see if others have been cancelled. 

Electronic auditing may be a future consideration, and perhaps even forcing a signature for the status change from ACTIVE on pm; work order status changes automatically generate a wostatus record, so you will always be able to get date / time and more for that action.

Thanks, Christopher,

The use target date is unchecked.  However, I don't see any other status than active nor any open work orders at that time.

Is there somewhere else I can look?

In general, neither should stop the pm from generating. A status change away from ACTIVE or an open work order when the use target date is unchecked will keep the next work order from generating indefinitely. Other than that, the cancellation should have just altered the next date, depending on whether the answer was yes or now to the prompt.

Thanks, Christopher,

Since I wasn't the one who canceled it I'm not exactly certain about the course of events that followed.  Other than a critical PM was missed.  Trying to ensure it doesn't happen again.  Understanding what happens when a PM WO is canceled is important.  Going to dig to see what processes were used, if any.  Maybe a need to put some in place or reemphasize the importance.

It is my belief that the reinstatement question came up but probably answered N.  Subsequently, stopping any further WO generation.

Do you know if that would be true? Answering N and it stops all further WO generation?

The message you reference "BMXAA8233I - Do you want to reinstate the preventive maintenance record while you are canceling the PM work order?" is just a reminder of the need to be careful with who you grant 'Cancel' rights to, and to make sure they are informed of the impact. 

Then, what to do about it? 

There are many thoughts on this one, and here are a few for consideration on PMs - How to deal with PM Work Orders that are not completed before the next PM Work Order generates 

Thanks, Danny,

I'm coming in after the fact and trying to determine what happened.  A PM was missed and they didn't know why.  After looking at it I noticed, what I believe to be the last auto-generated, WO was canceled.  Since their discovery, a new WO was generated to perform the work.  I've generated a forecast and all seems well.  I'm trying to find out how the PM was missed.  My guess is that when the WO was canceled, it broke the frequency.  I've read that if you cancel a PM MAXIMO gives a message "Do you want to reinstate the preventive maintenance record while you are canceling the PM work order?" so that users can decide whether they would like to roll back the PMs next due date or not.

So I can't confirm but believe it was an operator error.  I've never canceled a PM WO before.

Thoughts?

If a PM does not have the "Use Last Work Order's Start Date to Calculate Next Due Date" box checked and the last generated work order is canceled will there be any subsequent work orders generated?

I think the No should have just let the pm generate on its next due date, rather than stopping it completely. Unfortunately, there is no real good to dig into the past on the PM record.

However, this is probably a good time to check all active pm's where the usetargetdate is no (0), so 'floating' pm's and see if there are any with open work orders that were due a significant time ago and perhaps re-prioritize them before something else happens, since I am guessing that is what drove the inquiry.

Thank you, Christopher.

I believe they answered No to the question "BMXAA8233I - Do you want to reinstate the preventive maintenance record while you are canceling the PM work order?".  Subsequently, no more PM WOs were generated.  I did find a corrective WO during the time frame and that is the reason for the cancelation.  However, they should not have canceled the PM WO but possibly extended the date.

PM Status will not change with yes or no to pm work order cancellation. Unlike work order status however, there is no history without turning on electronic audit, and even if you turn it on now, you can't see what happened in the past. As for other places to look, you may want to look at all work orders that have been generated from that pm and see if others have been cancelled. 

Electronic auditing may be a future consideration, and perhaps even forcing a signature for the status change from ACTIVE on pm; work order status changes automatically generate a wostatus record, so you will always be able to get date / time and more for that action.

Thanks, Christopher,

The use target date is unchecked.  However, I don't see any other status than active nor any open work orders at that time.

Is there somewhere else I can look?

In general, neither should stop the pm from generating. A status change away from ACTIVE or an open work order when the use target date is unchecked will keep the next work order from generating indefinitely. Other than that, the cancellation should have just altered the next date, depending on whether the answer was yes or now to the prompt.

Thanks, Christopher,

Since I wasn't the one who canceled it I'm not exactly certain about the course of events that followed.  Other than a critical PM was missed.  Trying to ensure it doesn't happen again.  Understanding what happens when a PM WO is canceled is important.  Going to dig to see what processes were used, if any.  Maybe a need to put some in place or reemphasize the importance.

It is my belief that the reinstatement question came up but probably answered N.  Subsequently, stopping any further WO generation.

Do you know if that would be true? Answering N and it stops all further WO generation?

The message you reference "BMXAA8233I - Do you want to reinstate the preventive maintenance record while you are canceling the PM work order?" is just a reminder of the need to be careful with who you grant 'Cancel' rights to, and to make sure they are informed of the impact. 

Then, what to do about it? 

There are many thoughts on this one, and here are a few for consideration on PMs - How to deal with PM Work Orders that are not completed before the next PM Work Order generates 

Thanks, Danny,

I'm coming in after the fact and trying to determine what happened.  A PM was missed and they didn't know why.  After looking at it I noticed, what I believe to be the last auto-generated, WO was canceled.  Since their discovery, a new WO was generated to perform the work.  I've generated a forecast and all seems well.  I'm trying to find out how the PM was missed.  My guess is that when the WO was canceled, it broke the frequency.  I've read that if you cancel a PM MAXIMO gives a message "Do you want to reinstate the preventive maintenance record while you are canceling the PM work order?" so that users can decide whether they would like to roll back the PMs next due date or not.

So I can't confirm but believe it was an operator error.  I've never canceled a PM WO before.

Thoughts?

If a PM does not have the "Use Last Work Order's Start Date to Calculate Next Due Date" box checked and the last generated work order is canceled will there be any subsequent work orders generated?

If a PM does not have the "Use Last Work Order's Start Date to Calculate Next Due Date" box checked and the last generated work order is canceled will there be any subsequent work orders generated?

In my experience, yes.  Troubleshooting can be interesting for these ones though.

Is this time-based or water-based?

If a PM does not have the "Use Last Work Order's Start Date to Calculate Next Due Date" box checked and the last generated work order is canceled will there be any subsequent work orders generated?