Schedule

Choose between two options:

• Time Based or Meter Based Schedule (one or the other): Select this option to indicate that the PM schedule is either time-based or meter-based.

  In this configuration, you can select one of the time-based options listed (daily, weekly, monthly, and so on) or the meter-based option; you cannot select both.

• Time Based and Meter Based Schedule (whichever hits first): Select this option to indicate that the PM schedule is both time-based and meter-based so that the recurrence is triggered by whichever event happens first, arriving at the defined time or at the defined meter reading.

  In this configuration, you select a time-based option (daily, weekly, monthly, and so on) and the meter-based option. When you select this option, the display changes to allow for selecting both time-based and meter-based recurrences.

Select from the following recurrence options:

• Daily: Select this option to indicate a recurrence based on days.

  When you select this option, the display changes to allow you to set the recurrence for Every X day(s). Selecting a 1 for the Every X day(s) field indicates a daily recurrence, a 2 indicates a recurrence of every other day, a 3 every third day, and so on.

• Weekly: Select this option to indicate a recurrence based on weeks.

  When you select this option, the display changes to allow you to set the recurrence for Every X week(s) onas well as check boxes for every day of the week to indicate the day (or multiple days) of the recurrence.

  Selecting a 1 for the Every X week(s) on field indicates a weekly recurrence on the day (or days) selected, a 2 indicates a recurrence every other week on the day (or days) selected, a 3 every third week on the day (or days) selected, and so on.

  You can also select the Any Day check box to indicate that the recurrence can take place on any day of the week.

• Monthly: Select this option to indicate a recurrence based on months.

  When you select this options, the display changes to allow you to Select a Monthly schedule option from the three different types below:

  • Every X month(s): Select this option to indicate a recurrence for any date of the month.

    Selecting a 1 for this field indicates a monthly recurrence (any date of every month), a 2 indicates a recurrence every other month on any date of the month, a 3 for every third month on any date of the month, and so on.

  • The X^xx of every X month(s): Select this option to indicate a recurrence for a specific date of the monthly cadence.

    This option is set to The 1st of every 1 month(s)by default, meaning the recurrence is set for the 1st of every month (January 1st, February 1st, and so on). You change the first value to any date of the month or the Last date of the month, and you can change the second value to any number to indicate how many months separate each occurrence (1 for every month, 2 for every other month, 3 for every third month, and so on).

  • The X X of every X month(s): Select this option to indicate a recurrence for a specific weekday (or weekend day) of the monthly cadence.

    This option is set to The first Sunday of every 1 month(s)by default. You can change the first value to first, second, third, fourth, or last to indicate the week of the month for each occurrence; you can change the second value to any day of the week (Sunday, Monday, Tuesday, and so on) or to week day or weekend day; and you can change the third value to any number to indicate how many months separate each occurrence (1 for every month, 2 for every other month, 3 for every third month, and so on).

• Yearly: Select this option to indicate a recurrence based on years.

  When you select this options, the display changes to allow you to Select a Yearly schedule option from the two different types below:

  • Every X year(s): Select this option to indicate a recurrence for any date of the year.

    Selecting a 1 for this field indicates a yearly recurrence (any date of every year), a 2 indicates a recurrence every other year on any date of the year, a 3 for every third year on any date of the year, and so on.

  • X X of every X year(s): Select this option to indicate a recurrence for a specific date of the yearly cadence.

    This option is set to January 1st of every 1 year(s) by default. You can change the first value to any month of the year; you can change the second value to any date of the month (1st through 31st); and you can change the third value to any number to indicate how many years separate each occurrence (1 for every year, 2 for every other year, 3 for every third year, and so on).

• Fixed: Select this option to indicate a recurrence of up to 24 fixed dates.

  When you select this option, the display changes to allow you to set up to 24 months (January, February, March, and so on) and corresponding dates (1st through 31st) for the recurrence. The dates defined reflect the target work order completion date for each occurrence.

  The Fixed option is only available for a Time Based or Meter Based Schedule (one or the other).

• Meter: Select this option to indicate a recurrence based on meter readings.

  When you select this option, the display changes to allow you to set the recurrence for every X units for meter 1 and meter 2, such as every 5,000 miles or every 10,000 kilowatt hours.

Choose between two options:

• Select Use the Work Order Completed Date when calculating the next Schedule Date to make the next scheduled occurrence happen the designated amount of time after the completion date of the previous occurrence (fixed schedule).

  For example, if yearly maintenance was due January 1st but it was not completed until the 3rd, the next occurrence would happen 365 days from when the maintenance was completed, on the next January 3rd.

  This option determines whether a schedule is fixed or floating. Not using this option means that the next scheduled occurrence is always exactly the designated amount of time apart from the previous occurrence, regardless of when the work for each occurrence is completed (floating schedule).

  This option is only available for daily, weekly, monthly, and yearly schedules, and it does not appear for time-based Fixed schedules because the next scheduled date is already determined by the setting.

• Select Use the Meter Reading recorded with the Work Order when calculating the next Meter Interval to make the next scheduled occurrence happen based on the previously recorded meter reading.

  This determines whether the meter-based schedule is fixed or floating.

Select the work order status that determines how the next schedule is calculated from the Set this when the Work Order is field.

This setting only appears for yearly schedules and meter-based schedules that use work order completion to determine the next scheduled occurrence.

Click Save.

Select the Disable Recurring Schedule check box at the bottom of the page.

This setting will prevent work orders from being generated for the schedule without deleting the schedule completely.

Click Save.