PPM Schedules
The PPM Schedules tab allows you to work with planned preventative maintenance schedules.
Navigation
Open the PPM Schedules page:
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In the menu bar, select Service/PPM Schedules.
The PPM Schedulestab displays a list of active and inactvie PPM and CPPM schedules.
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Click the PPM name.
The PPM detail opens.
PPM Schedule
These are options to specify how often or exactly when PPM work order should be created.
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Forecast
- Forecast feature allows you to set up PPMs that generate all the needed work orders over the course of a contract. If a contract is renewed, the next run of the daemon after renewal will spawn a new set of PPMs. Forecast will generate work orders using the scheduling interval between the creation date of each PPM.
- CPPMs with dynamic scheduling cannot use Forecasting.
- PPM suppression currently will not impact forecasted work orders.
- Forecasted PPMs can only be release early if they are the next available work order.
- Monthly
- Every 2 Months
- Every 3 Months
- Every 4 Months
- Every 5 Months
- Every 6 Months
- If the PPM work order creates on the same date of each monthly interval (e.g., the 5th of every third month), select this option. If this option is selected, a new required dropdown will appeared and require selection of the day of the month (e.g., 1-31). The PPM work order daemon will then create the PPM WOs as per the defined date for every month within the PPM contract period.
- Interval
- If the PPM work order creates at regular intervals i.e. 90, 60 or 30 days, select this option. If this option is selected, a new mandatory numeric field will be appear and the user will be required to enter the number of days in which the PPM contract should be created. Specify 90, 60 or 30 days within the PPM contract period.
- Specified Date
- If the PPM work order creates on specified date(s), select this option. If this option is selected a new field will appear allowing the user to select dates within each calendar month using the calendar chooser. Use the + button to create more fields. The PPM Work Order daemon will then create the PPM Work Orders as per the specified dates within the PPM contract period.
- Annually
- If the PPM work order creates on the same date of each year, i.e. 15th of a specified date every year, select this option. If this option is selected, a new required drop-list field will appear and will require selection of the day of the year. i.e. 1-31. The PPM Work Order daemon will then create the PPM Work Orders as per the defined date for the day in the year within the PPM contract period.
- Weekly Schedule
- If the PPM work order creates on an inconsistent interval each week (e.g., every Monday, Wednesday, Saturday), select this option. If this option is select a required Applicable Days field with check boxes for each day of the week will appear. The PPM Work Order daemon will then create the PPM WOs as per the defined weekly schedule within the PPM contract period.
Field
Description
Preview Period
Optional numerical field which is used to enter the number of days before the scheduled date that the PPM will be in a status of PPM Preview
SLA Options
Required dropdown to determine how the system will apply the SLA:
Calendar Month: The SLA calculations will be based on the day of the month from the date the work order is assignedNumber of Days: The SLA calculations will be based on the number of days from the date the work order is assignedFix SLA (days) or (months)
Required numerical field for the user to enter the number of days or months (depending on the SLA Option chosen) to determine by when the work is to be completed
Auto-Advance (Days)
Optional numerical field used to enter the number of days before the PPM work order will be advanced to the next status
After all required fields have been filled, select the Save button to save the PPM Template.