About the Automatic Generation Frequency

If you have a combination of PMs with floating date or monthly schedules and PMs with higher generation frequencies of weekly or daily, you will need to set the Frequency field in the Scheduling area to a higher frequency than monthly — either weekly or daily, depending on the highest frequency of your PMs.

If Automatic Schedule Generation is set to run on a monthly frequency, monthly and floating date will be combined on the same work order as the first weekly or daily of the month which shares the same segment, asset, and skill combination, regardless of the next due date of the monthly or floating date PMs/PEs/Inspections.

Example

Consider the following PMs:

• PM 645 and PM 646 have the same segment, asset, and skill combination.

• PM 645 is a weekly PM with a next due date of 4/1.

• PM 646 is a floating date PM set to generate every second Wednesday of the month and has a next due date of 4/9.

If the Frequency field for Automatic Schedule Generation is set to monthly, when the PMs generate at the beginning of the month:

• PM 645 will generate work orders due 4/1, 4/8, 4/15, 4/22, and 4/29

• Since the 4/1 work order for PM 645 is the first PM work order of the month with the same segment, asset, and skill combination as PM 646, PM 646 will be combined with PM 645 on the 4/1 work order.

• PM 645 will not be combined on the work order due 4/8, despite the fact that PM 646's next due date is 4/9.

This will not occur if the Frequency field on the Automatic Schedule Generation page is set to the highest frequency of your schedules. With Automatic Schedule Generation set to a higher frequency than monthly, in the example above, PM 646 will be combined with PM 645 on the work order due 4/8.