Difference between revisions of "Planned Maintenance Schedules"
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| class="navigationTitles" colspan="4" | Navigation | | class="navigationTitles" colspan="4" | Navigation | ||
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| class="headerMainTitles" colspan="4" id="defaultsTab" | Defaults Tab | | class="headerMainTitles" colspan="4" id="defaultsTab" | Defaults Tab | ||
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| class="navigationTitles" colspan="4" | Overview | | class="navigationTitles" colspan="4" | Overview | ||
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| class="headerMainTitles" colspan="4" id="freqTab" | Frequency of Visit Tab | | class="headerMainTitles" colspan="4" id="freqTab" | Frequency of Visit Tab | ||
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| class="navigationTitles" colspan="4" | Overview | | class="navigationTitles" colspan="4" | Overview | ||
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| class="headerMainTitles" colspan="4" id="equipTab" | Equipment Tab | | class="headerMainTitles" colspan="4" id="equipTab" | Equipment Tab | ||
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| class="navigationTitles" colspan="4" | Overview | | class="navigationTitles" colspan="4" | Overview | ||
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| class="headerMainTitles" colspan="4" id="materialsTab" | Materials Tab | | class="headerMainTitles" colspan="4" id="materialsTab" | Materials Tab | ||
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| class="navigationTitles" colspan="4" | Overview | | class="navigationTitles" colspan="4" | Overview | ||
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| class="headerMainTitles" colspan="4" id="jobsTab" | Jobs Tab | | class="headerMainTitles" colspan="4" id="jobsTab" | Jobs Tab | ||
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| class="navigationTitles" colspan="4" | Overview | | class="navigationTitles" colspan="4" | Overview | ||
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Revision as of 10:52, 12 July 2024
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| Navigation | |||
| 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 | |||
| Top
| |||
| Defaults Tab | |||
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| 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 | |||
| Top
| |||
| 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. | |||
| Top
| |||
| Equipment Tab | |||
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| 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. | |||
| Top
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| Materials Tab | |||
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| Overview | |||
| The Materials tab displays a list of materials that will be used on the jobs. | |||
| Top
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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. | |||
| Top | |||
