PPM Builder

On PPM Schedule you determine the schedule for generating work orders for the PPM.

You can configure the following:

• Scheduling Mode: Determines whether the schedule is based on sites or assets

  • By Site: Schedules PPM generation for assets at a site

  • By Asset: Schedules PPM generation for particular assets, regardless of site

• Scheduling Method: Determines the interval at which PPM generation runs

  • Monthly Interval: Automated monthly PPM generation

    Requires specifying Frequency (Months) (1 is every month, 2 every 2 months, and so on) and Day of Month for PPM generation to run

  • Daily Interval: Automated daily PPM generation

    Requires specifying Frequency (Days) (1 is every day, 2 every 2 days, and so on)

  • Specified Date: Automated PPM generation on the selected date or dates of the month

    Requires entering or selecting Creation Dates (the date or dates of the month to run PPM generation)

  • Weekly Schedule: Automated PPM generation based on configurations of a weekly schedule

    Requires selecting Applicable Days of the week (Sunday through Saturday in any combination)

  • Manual Creation: Requires manual PPM generation rather than being automated

• Next Run Date (read only): Indicates the next date PPM generation runs for this schedule

• Schedule Version: Enter the version number or iteration number for this schedule

• Schedule Type: Enter the type, category, or other descriptor for this schedule

• PPM Preview Behavior (automated generation only): determines how work order previews should generate, either:

  • Count Backward: Generation of work order previews a day(s) count back from work order generation

    This is the most used method.

  • Count Forward: Generation of work order previews a day(s) count forward from work order generation

• PPM Preview Option (automated generation only): Determines what the preview period is based on, either:

  • Contract preview periods: Preview periods are based on the contract

    Use with the Forecast option for PPM Preview Forecast.

  • Schedule specific preview periods: preview periods are manually selected for this schedule

    Use with the Preview option for PPM Preview Forecast.

• PPM Preview Forecast (automated generation only): determines what work order generation is based on

  • No Preview: Work orders generate at the run date of the interval

  • Preview: Work orders generate at the run date of the interval, only after work order previews are approved

    Lets you specify the Preview Period (days) (the number of days before the run date that work order previews generate)

    Lets you choose whether to Skip the first preview period (that is, the preview period for the first run date)

  • Forecast : All work orders for the schedule (running up to the end of the contract) generate on the first run date

    Preview periods do not apply to the Forecast option.
    

• SLA Options: Determines how to count time to complete SLA work orders, either:

  • Calendar Months: Requires you to enter the number of Fix SLA (months)

  • Number of Days: Requires you to enter the number of Fix SLA (days)

• Auto-Advance to (status): Determines the status of work orders upon generation

  • Blank: Work orders take the default status for new work orders

  • Canceled: Work orders are canceled upon creation

  • EOL: Work orders are considered end-of-life upon creation

  • Service Complete: Work orders are complete upon creation

This page shows the sites the PPM schedule is for.

The smart table displays the following:

• Site name: The name of the site the PPM schedule is for

• Provider name: The name of the service provider for the PPM schedule at the site

• Site description

• Organization: The organization the site is associated with

• Location: Address info for the site

• Start date: The start date of the PPM schedule for the site

• Next run date: Indicates the next date PPM generation runs for this schedule at the site

• Last run date: The last date PPM generation runs for this schedule at the site

To add a site to the PPM schedule, click Add sites. You are prompted to select the sites you want to add.

To remove from the PPM schedule, select the check boxes for the sites you want to remove and click Remove sites.

To manually generate PPM work orders for the sites shown, click Run now. Only available if all contracts for sites have been published.

Update site values

You can update the contract details for a site on the PPM schedule and you can change the Start date (and Next run date) for the PPM schedule.

To update a single site, click the Site name you want to update in the smart table.

To update multiple sites, select the check boxes for the sites you want to update and click Update site values. On a bulk update, only fields where you input a value are applied to the selected sites. No changes are made to fields whose values are left blank.

You can update the following:

• Service provider: The name of the service provider for the PPM schedule at the site

• Contract reference #: The reference number for the contract for the PPM schedule at the site

• Open to status: Determines the approval status of work orders upon generation (assigned, pending provider notification, or pending acceptance)

• Site supplier ID:

• Auto-Advance to (status): Determines the status of work orders upon generation (canceled, EOL, or service complete)

• Start date: The start date for this PPM schedule at the site

  Changing the Start date updates the Next run date for PPM generation.

Import site values

The Import option lets you add site values to the PPM via the import tool.

You can configure the following advanced options for PPMs:

• PPM completion level: determines when the PPM is considered complete based on associated work orders (All populated complete/incomplete, All populated complete, None)

• Use asset operational status

• Enforce PPM asset details

• Permission to work required

• Enforce asset indication

• Auto-renew contract

• Payment terms

• Site event

• Open to status

When you update provider details and click Publish, a dialog opens with the following options for capturing contract change details:

• Change type: Select the kind of change you made to the contract

• Comments: Add more information about the change you made

• Notify people about the change

  You can select Provider or Site to send notifications about the contract change to those entities associated with the contract. Specify recipient's email to add email addresses to notify about the contract change. Recipients pre-selected based on client configuration can't be cleared.