Schedule a Calendar Based PE

Creating a calendar -based PE schedule allows you to create a PE schedule based on a specific due date. To create a calendar-based PE schedule, follow these steps:

1. From the Schedules menus, select PE New.

2. From the Schedule drop-down menu, select Calendar.

3. From the Next Due Date drop-down calendar, select the due date.

4. From the Frequency drop-down menu select a frequency.

   • Annual = one year ahead; you must specify a number of Years which must be a whole number

   • Bi-monthly = two months ahead

   • Bi-weekly = two weeks ahead

   • Days Interval = set number of days ahead; you must specify a number of Days which must be a whole number

   • Floating Date = on a particular day in a particular week (for example, the last Monday of each week); you must specify a particular Week and Day.

   • Four Months = four months ahead

   • Grace Days = a positive whole number representing the number of days of the compliance period. The number is added to either the Next Due Date or end of month (configurable) when a Work Order is generated from the Schedule.

   • Monthly = one month ahead

   • Quarterly = three months ahead

   • Semi-Annual = six months ahead

   • Set Compliance Date = determines how the Grace Days value is applied to the Next Due Date and has two options.

     • From End of Month. This option will add the Grace Days value to the last day of the calendar month of the Next Due Date. For example, if the Next Due Date is 2/1/2023 and the Grace Days are 10, TMS will set the Schedule Due By field on the Work Order to 3/10/2023 11:59 PM.

     • From Scheduled Date. This option will add the Grace Days value to the current Next Due Date. For example, if the Next Due Date is 2/1/2023 and the Grace Days are 10, TMS will set the Schedule Due By field on the Work Order to 2/11/2023 11:59 PM.

   • Weekly = one week ahead

5. Complete any additional required fields.

6. Click Save.