View source for Planned Maintenance Schedules


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| class="navigationTitles" colspan="4" | Navigation
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| colspan="4" style="width: 265px;" | Select Agreements > Planned Maintenace
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| class="navigationTitles" colspan="4" | Overview
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| colspan="4" style="width: 265px;" | Planned maintenance shedules are used to create recurring jobs.&nbsp; Schedules can be attached to an agreement.
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;[[Planned_Maintenance_Schedules#defaultsTab|Defaults Tab]]
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;[[Planned_Maintenance_Schedules#freqTab|Frequency of Visit Tab]]
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;[[Planned_Maintenance_Schedules#equipTab|Equipment Tab]]
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;[[Planned_Maintenance_Schedules#materialsTab|Materials Tab]]
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;[[Planned_Maintenance_Schedules#jobsTab|Jobs Tab]]
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| class="headerMainTitles" colspan="4" | Fields
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| class="fieldGrayBackgrounds" colspan="2" style="width: 750px;" | [[Glossary#customer_number|Customer Name]]
| class="fieldGrayBackgrounds" colspan="2" style="width: 750px;" | [[Glossary#PlannedMaintenanceType|PM Type]]
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| class="fieldGrayBackgrounds" colspan="2" style="width: 750px;" | [[Glossary#PlannedMaintenanceID|Site]]
| class="fieldGrayBackgrounds" colspan="2" style="width: 750px;" | [[Glossary#customercity|Servicer]]
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| class="fieldGrayBackgrounds" colspan="2" style="width: 750px;" | [[Glossary#customer_number|ID]]
| class="fieldGrayBackgrounds" colspan="2" style="width: 750px;" | [[Glossary#PlannedMaintenanceDescription|Description]]
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| class="fieldGrayBackgrounds" colspan="2" style="width: 750px;" | [[Glossary#activestatus|Active]]
| class="fieldGrayBackgrounds" colspan="2" style="width: 750px;" | &nbsp;
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| colspan="4" | &nbsp;[[Planned_Maintenance_Schedules#top|Top]] 
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| class="headerMainTitles" colspan="4" id="defaultsTab" | Defaults Tab
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| colspan="4" | [[File:PMDefaultsTab.jpg|PMDefaultsTab.jpg]]
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| class="navigationTitles" colspan="4" | Overview
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| colspan="4" style="width: 265px;" | The PM Schedule defaults tab contains the schedule settings.&nbsp; Some of the options are derived from the schedule type, but can be changed during setup.
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| class="headerMainTitles" colspan="4" | Fields
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| class="fieldGrayBackgrounds" colspan="1" style="width: 750px;" | [[Glossary#jobType|Job Type]]
| class="fieldGrayBackgrounds" colspan="3" style="width: 750px;" | &nbsp;
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| class="fieldGrayBackgrounds" colspan="1" style="width: 750px;" | [[Glossary#job_servicetype|Service Type]]
| class="fieldGrayBackgrounds" colspan="3" style="width: 750px;" | [[Glossary#PlannedMaintenanceDescription|Description]]
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| class="fieldGrayBackgrounds" colspan="1" style="width: 750px;" | [[Glossary#Priority|Priority]]
| class="fieldGrayBackgrounds" colspan="3" style="width: 750px;" | &nbsp;
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| class="fieldGrayBackgrounds" colspan="1" style="width: 750px;" | [[Glossary#job_status|Status]]
| class="fieldGrayBackgrounds" colspan="3" style="width: 750px;" | &nbsp;
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| class="fieldGrayBackgrounds" colspan="1" style="width: 750px;" | [[Glossary#PlannedMaintenanceTaskCode|Task Code]]
| class="fieldGrayBackgrounds" colspan="3" style="width: 750px;" | [[Glossary#MaterialGroupCode|Material Group Code]]
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| class="fieldGrayBackgrounds" colspan="1" style="width: 750px;" | [[Glossary#job_request|Request]]
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| colspan="4" | &nbsp;[[Planned_Maintenance_Schedules#top|Top]] 
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| class="headerMainTitles" colspan="4" id="freqTab" | Frequency of Visit Tab
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| colspan="4" | [[File:PMFreqTab.jpg|PMFreqTab.jpg]]
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| class="navigationTitles" colspan="4" | Overview
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| colspan="4" style="width: 265px;" | The Frequency of Visit tab is used to establish the schedule's calendar.
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Setup&nbsp; Daily, Weekly Monthly or Yearly calendar of jobs.
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Create schedules that end by an exact, after a number of jobs or never.
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| 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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| colspan="4" | &nbsp;[[Planned_Maintenance_Schedules#top|Top]] 
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| class="headerMainTitles" colspan="4" id="equipTab" | Equipment Tab
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| colspan="4" | [[File:PMEQTab.jpg|PMEQTab.jpg]]
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| class="navigationTitles" colspan="4" | Overview
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| colspan="4" style="width: 265px;" | The Equipment tab displays a list of all equipment attached to the schedule.&nbsp; Equipment can be added to the schedule or inactivated.
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Filter Results Grid by equipment attached to the schedule, inactive equipment or active equipment not assigned to the schedule.&nbsp;
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Filter using the equipment code and equipment types.
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| colspan="4" | &nbsp;[[Planned_Maintenance_Schedules#top|Top]] 
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| class="headerMainTitles" colspan="4" id="materialsTab" | Materials Tab
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| colspan="4" | [[File:PMMaterialsTab.jpg|PMMaterialsTab.jpg]]
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| class="navigationTitles" colspan="4" | Overview
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| colspan="4" style="width: 265px;" | The Materials tab displays a list of materials that will be used on the jobs.&nbsp;
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| colspan="4" | &nbsp;[[Planned_Maintenance_Schedules#top|Top]] 
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| class="headerMainTitles" colspan="4" id="jobsTab" | Jobs Tab
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| colspan="4" | [[File:PMJobsTab.jpg|PMJobsTab.jpg]]
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| class="navigationTitles" colspan="4" | Overview
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| colspan="4" style="width: 265px;" | The Jobs tab displays a list of jobs generated for the schedule.
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Filter the Results Grid by Job Status.
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| colspan="4" | &nbsp;[[Planned_Maintenance_Schedules#top|Top]]
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