Open the 
Order Worksheet window.
The Order Worksheet option found in the Planning menu group provides features to help you "evaluate" Policies to determine if an action is needed. If it is, the evaluation process places the information from the Policy in the worksheet for user review. From the worksheet, functions are provided to Generate Planned or Released Work Orders to service your maintenance needs.
The purpose of the Order Worksheet is to help manage the creation of Work Orders to service your maintenance needs. The worksheet is populated with information from the Policies that have reached their service point or have been manually inserted into it.
Order Worksheet
To manually insert an entry into the worksheet, go the desired Date Meter Policy and select the option "Add to Order Worksheet" found under the Functions button. When this option is used, the information from the Date Meter Policy will be added to the worksheet.
Functions Button
You may also populate the worksheet by selecting the option Evaluate Triggers found under the Functions button. After selecting this option, you will be prompted to define filter information. The first is a filter for the data elements in Date Meter and Inventory Policies. This filter allows you to specify which fields in the Polices should be examined to determine if the Policy should be included or excluded for evaluation.
Evaluation Selection Filter
Options are also provided to help narrow your selection of time and Policies for evaluation. The Schedule Through Date is defaulted as the current system date. This date is used to compare to the Next Service Date found in the Policies. If that date is less than or equal to the Through Date and the Activate box is active on the Policy, the Policy information is inserted into the worksheet. If no information is provided for the options, all Policies are subject to evaluation that meets the filter criteria.
Evaluation Date Selection
After entering the filters and options desired, click OK and the evaluations process reads all of the active Policies to determine which have reached or exceeded the trigger point. For all that have, the information is inserted into the worksheet.
Populated Worksheet
The Policy No. column allows drilling to the Policy that caused the entry to be inserted into the worksheet. The Equipment ID column also allows drilling to the Equipment Card. In addition, the Line button provides a function to view additional information as to why the evaluation process determined the Policy was at trigger point. This option is called Calculation Method. When selected or F9 is pressed, a Calculation Method form is displayed.
Calculation Method
In addition, from the lines of the worksheet you may drill down on either the number of Released or Planned Orders field. By performing this action, a list of either Planned or Released Orders associated with the Equipment assigned to the line on the worksheet will be shown. A similar drill down is available for the Equipment ID. Clicking in the "Assigned To" column allows changing the assignment of an activity.
The Build Orders option found under the Functions button is used to create Released or Planned Orders. When the Build Orders option is selected, all entries in the worksheet are evaluated to see if an existing Order (of the type selected for build) already exits and is older than the days specified on the Policy Card under the Values Tab. If one does, a new order is not built and the item remains in the worksheet.
Build Orders
If no such order exists, an order is built and the entry is removed from the worksheet. Therefore, after the Build Orders operation is completed, entries remaining in the worksheet had Planned or Released Orders already existing meeting the age criteria specified on the Policy form.
Orders Built Message
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