PM Schedule (TMS Enterprise) - Main Tab

On the PM Schedule (TMS Enterprise) standard form, there are two tabs available for PE schedule creation: the Main tab and the Details tab. There are additional tabs available for editing.

The Last Completed and Last Generated fields show when the PM work order was last completed and the previous Next Due Date for the PM schedule.

Schedule

Field Alternate Field Name Definition Setup Location
Description N/A This is the description that is used when TMS generates a PM Work Order, for example: QUARTERLY AC to indicate that this PM work order is a quarterly work order for an AC unit. N/A
Schedule N/A

There are four ways you can schedule PMs in TMS, and the screen changes according to your selection:

  • Both – The PM is generated based on dates or a meter, for example, changing the oil every 3,000 miles or every 90 days, whichever comes first. See Schedule Both (Calendar and Meter) based PMs for more information.
  • Calendar – The the PM schedule is generated based on dates. See Schedule Calendar Based PMs for more information.
  • Meter – The PM schedule is generated based on a threshold, like miles, for example, changing the oil in your car every 3,000 miles. See Schedule Meter Based PMs for more information.

  • Unshceduled (On-Demand) – The PM schedule is in the database but will not generate. You might use this for assets out for repair or on-demand PMs.

 N/A
Type N/A

There are three PM Schedule Types:

  • Active – if the PM due date or next due meter reading falls within the range established in automatic PM generation setup, TMS automatically generates your PM work orders.

  • Default – is used for creating PM schedules for a category of assets. For example, if you create a Default type PM schedule for all of the air handler devices, every time your organization purchases a new air handler, TMS creates a new active PM schedule for the category of assets that is Air Handler.

  • Unscheduled (On-Demand) – you can generate a PE work order by using Manual PM/PE Generation. Unscheduled PE schedules will not generate by Automatic PM Generation. These PE schedules should be created for planned events that occur on an as-needed basis.
 N/A
Category N/A A Category provides another way to further classify a PM schedule, for example Parts Replacement, Load Testing, or Safety. Setup > PM Schedules > Codes

Asset

When you first open the PM Schedule New page, the Asset area displays the Asset Number, Category, and Sub Category fields. The availability of these fields depends on the Type code you choose in the Schedule area.

see this topic.

Field Alternate Field Name Definition Setup Location
Asset Asset #, Control Number This is the asset number of the asset you want to associate with this schedule. This is available if you select a Type code of Active or Unscheduled (On-Demand) in the Schedule area. N/A
Asset Group N/A

This is the drop-down menu where you can select an existing asset group. See Asset Group Create for more information.

 N/A

Notes About Custom Field Values

  • Custom field values carry across multiple modules. For example, if an asset record contains custom field values, if the asset is added to a PM schedule, the custom field values populate the corresponding custom fields on the PM schedule. 

  • If multiple assets are on the PM schedule, only the custom field values from the first asset are applied to the PM schedule.

Work Order Defaults

The defaults that you set in this section determines what codes the PM work order will be created with when this PM schedule is generated.

Field Alternate Field Name Definition Setup Location
Segment N/A

This is the TMS segment you are working in, for example: Facilities, Biomed, or Shared.

 N/A
Account Department This field is used to represent the cost center or department within your organization that is tied to the PE schedule and the work order. Setup > General > Codes
Shop N/A

This field is where the work is being done, if it is not being done on-site.

 Setup > Work Orders > Codes
Priority Urgency This field is the urgency level of the work order. TMS includes six priorities from Urgent to Project. Setup > Work Orders > Codes
Status and Sub Status N/A The Status/Sub Status combination tells you where a work order is in the cycle from when it is created to when it is closed or completed. Setup > Work Orders > Codes
Skill Trade This field indicates whether the required person is an electrician, mechanic, plumber, or other skilled worker. Setup > Resources > Codes
Email Requester Email This field contains the email address that corresponds to the Requester Email field in the Work Orders module. During PE generation, the email address you enter here populates the Requester Email on the generated work orders. N/A

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