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Schedule Exceptions Business Rules

  • If a PM exception is a one time exception, you must specify a complete start date and end date including the year.  For example 2/1/2005 to 2/28/2005.
  • If a PM exception is a recurring exception, you specify only the day and the month of the exception.  For example, 2/1 to 2/28. The exception occurs on those dates every year.

  • A PM can have one or many exceptions.

  • If a PM has an annual (or longer) frequency, you cannot select a Recurring exception, you can only select a One Time Only exception.

  • If a PM exception is a one time exception, the start date must be earlier than the end date. For example, 3/1/2005 to 2/1/2005 is an invalid range, and  3/1/2005 to 4/1/2005 is a valid range.
  • If a PM exception is a recurring exception, and the end date is earlier than the start date, the exception range will span from one year to the next. For example, if the Start Date is 12/15 and the end date is 1/15, TMS enforces the exception range from 12/15/2004 to 1/15/2005, and then again from 12/15/2005 to 1/15/2006.  
  • If a PM template (or PE) has any exceptions, a flag appears on the Main tab. This flag appears regardless of whether the exception will or will not occur. For example, if the PM has a one time exception from 1/1/2001 to 2/1/2001, the flag still appears even though the exception will not effect the future scheduling of the PM.
  • A PM exception is a date range in which the PM will not generate. If the Next Due Date will (or does) fall within the exception range, the Due Date is advanced, but a work order won't be created for the PM.