ppm
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ppm [2021/08/18 09:02] – darryl | ppm [2021/08/18 09:03] (current) – external edit 127.0.0.1 | ||
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- Choose whether to select a Customer or Site to filter results by. These can be left blank | - Choose whether to select a Customer or Site to filter results by. These can be left blank | ||
- Choose a Start Date and an End Date to generate between. This can be done on a monthly basis, generating for the upcoming month. | - Choose a Start Date and an End Date to generate between. This can be done on a monthly basis, generating for the upcoming month. | ||
- | - Choose whether the record has to have a valid Contract, or not (or both). Sites/ | + | - Choose whether the record has to have a valid [[Contract]], or not (or both). Sites/ |
- Choose whether you're looking to generate results found on Sites, Equipment or both. | - Choose whether you're looking to generate results found on Sites, Equipment or both. | ||
- Click the Generate Calls button at the top of the page. | - Click the Generate Calls button at the top of the page. | ||
- | The boxes at the bottom of the screen will give you an estimation of how many records match your criteria. The number of Calls generated may differ. Once the Calls have been generated, the PPM Cycles will have moved on by their date range, and the generated Calls will now appear in the Call List, Diary, Monitor etc. | + | The boxes at the bottom of the screen will give you an estimation of how many records match your criteria. The number of Calls generated may differ. Once the Calls have been generated, the PPM Cycles will have moved on by their date range, and the generated Calls will now appear in the Call List, [[Diary]], [[Monitor]] etc. |
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