In-active Asset with Unscheduled PM Schedules Alert

For this alert, the assumption is that you are intending to update an asset’s status to Active. If the asset has PM schedules which were automatically updated as Unscheduled previously, activating an asset does not automatically update PM schedules in the same manner. You must manually update the PM Schedules. This alert is a reminder to do so.

Working in conjunction with Alert 1 above, for this alert, if the user an asset record that is NOT Active/In-use, they will be reminded (if the associated PM schedules are Unscheduled, and their Next Due Dates are less than today) to change the PM's Type to Active and update the Next Due Dates.

Alert 1 above is set to fire once you have updated the asset’s Status to ACTIV or INUSE. Once again, this is a reminder to update the PM schedules manually. If the condition is true, upon saving the asset record, TMS will warn you with the pop-up window.

To create the Alert, follow these steps.

1. Go to Setup > General > Alerts and select the Assets module.

2. Click the New button under the Alerts section.

3. In the Alert Create Wizard, enter the following information:

   Event Type: Record Load

   Title: IN-ACTIVE Asset with Unscheduled PM Schedule

   Description: When an inactive asset is saved as Active/In-Use, if it has Unscheduled PM schedules AND their Next Due Dates are less than today, an alert appears.

4. Click Next to continue.

5. On the SQL screen, enter the following information:

   SQL: SELECT vAssets.AssetNumber, vPMSchedules.NextDueDate, vAssets.StatusCode FROM vAssets INNER JOIN vPMSchedules ON vAssets.IDAsset = vPMSchedules.IDAsset where (vPMSchedules.NextDueDate < getDate()) AND (vAssets.StatusCode <> 'Activ' or vAssets.StatusCode <> 'INUSE') AND ('{vAssets.IDAsset}' = vAssets.IDAsset) AND (vPMSchedules.TypeCode = 'U')

   Condition Operator: Equal to

   Condition Value: 1

6. Click Next to continue.

7. On the Message screen, enter the following information: {vAssets.StatusCode} Asset {vAssets.AssetNumber} has {Recordcount} Unscheduled PM schedules with Next Due Dates later than Today.

8. Click Finishto create the alert.