PPM Schedule

Define how often work orders should generate:

• Monthly interval: Generates work orders every set number of months. Specify:

  • Frequency (months): For example, 1 for every month, 2 for every 2 months, and so on.

  • Day of month: Day the PPM should generate.

• Daily interval: Generates work orders every set number of days. Select:

  • Frequency (days): For example, 1 is every day, 2 every 2 days, and so on. To generate work orders weekly, enter 7. For bi-weekly, enter 14.

• Specified date: Generates work orders on specific dates rather than regular intervals. Specify:

  • Creation dates: Click the plus sign and use the calendar to select one or more dates.

• Weekly schedule: Generates work orders on selected days of the week. Choose:

  • Applicable days: For example, Wednesday only, Monday and Friday, Monday through Friday, and so on.

• Manual creation: Requires manual work order generation instead of automation. Use for tasks with unpredictable timing, such as snow removal. When needed, manually generate PPM work orders in Contracts.

Displays the next scheduled work order generation date.

Previews allow contractors to see upcoming work orders before they are officially generated. This helps them plan and prepare for scheduled maintenance.

Determines when and how work order previews generate:

• Count backward: Generates previews a set number of days before the work order run date. This is the most common method.

• Count forward: Generates previews a set number of days after the work order run date.

Defines how the preview period is determined to align with contract or schedule-specific requirements.

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

  • Works with the Forecast option in PPM preview forecast.

• Schedule specific preview periods: Preview periods require selecting the preview period for this schedule.

  • Works with the Preview option in PPM preview forecast.

Controls when work orders generate and whether they require approval before becoming active. This setting allows contractors to review upcoming work or generate all scheduled work orders immediately.

• No preview: Work orders generate on their scheduled run date without requiring approval.

• Preview: Work orders generate on the scheduled run date but remain as previews until approved. Complete:

  • Preview Period (days): Enter how many days before the run date previews generate.

  • Skip the first preview period: Select whether to skip preview for the first run date.

• Forecast: Generates all work orders for the entire schedule on the first run date. This option doesn't use preview periods, as all work orders are created at once.

Defines how SLA time is counted to ensure work orders are completed within the required timeframe.

• Calendar months: Enter a specific number of months in the Fix SLA (months) field.

• Number of days: Enter a specific number of days in the Fix SLA (days) field.

Automatically moves work orders to a specified status if the contractor does not complete them within the required timeframe. This ensures workflows remain updated and prevents outdated work orders from accumulating.

• Canceled: The work order is no longer needed or wasn't completed within the required timeframe. It's removed from the active workflow and can't be billed.

• EOL: The work order is closed because the asset or service is no longer required. Unlike Canceled, EOL typically applies when the work is no longer relevant due to external factors, such as asset decommissioning. It also can't be billed.

• Service Complete: The work order is marked as complete after the indicated number of days. If any work was started but not finished within the threshold, the work order still moves to Service Complete, allowing billing for the work that was done.

After selecting a status, the Auto-advance (days) field appears. Enter how many days the system should wait before automatically advancing the work order. If Fix SLA (months) or Fix SLA (days) is set, the Auto-advance (days) value must be greater than the fix SLA.

If you select EOL or Canceled, and work was started before the auto-advance threshold, the system moves the work order to Service Complete instead to allow billing for the work completed. To bypass this for PPMs and limit billing time, use Admin > Auto-Purge.