Planned Maintenance Schedules

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Select Agreements > Planned Maintenace
Overview
Planned maintenance shedules are used to create recurring jobs.  Schedules can be attached to an agreement.
• Defaults Tab
• Frequency of Visit Tab
• Equipment Tab
• Materials Tab
• Jobs Tab
Fields
Customer Name		PM Type
Site		Servicer
ID		Description
Active
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Defaults Tab
Overview
The PM Schedule defaults tab contains the schedule settings.  Some of the options are derived from the schedule type, but can be changed during setup.
Fields
Job Type
Service Type	Description
Priority
Status
Task Code	Material Group Code
Request
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Frequency of Visit Tab
Overview
The Frequency of Visit tab is used to establish the schedule's calendar.
• Setup  Daily, Weekly Monthly or Yearly calendar of jobs.
• Create schedules that end by an exact, after a number of jobs or never.
Once jobs have been generated the frequency options as well as the end options cannot be changed. However, the schedule can be extended using the Update Schedule feature. The remainder of the schedule can be removed and recreated using the saved frequency and ending options with new start and ending parameters.
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Equipment Tab
Overview
The Equipment tab displays a list of all equipment attached to the schedule.  Equipment can be added to the schedule or inactivated.
• Filter Results Grid by equipment attached to the schedule, inactive equipment or active equipment not assigned to the schedule.
• Filter using the equipment code and equipment types.
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Materials Tab
Overview
The Materials tab displays a list of materials that will be used on the jobs.
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Jobs Tab
Overview
The Jobs tab displays a list of jobs generated for the schedule.
• Filter the Results Grid by Job Status.
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