Difference between revisions of "Planned Maintenance Schedules"

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{| border="0" cellpadding="1" cellspacing="1" style="width: 1400px;"
 
|-
 
|-
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| colspan="4" | [[File:PMSch ccexpress.png|PMSch ccexpress.png]]
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| colspan="4" | [[File:PMEdit.jpg|PMEdit.jpg]]
 +
|-
 +
| colspan="4" style="width: 265px;" |  
 +
|-
 +
| colspan="4" | [[File:PMSearch.jpg|PMSearch.jpg]]
 
|-
 
|-
 
| class="navigationTitles" colspan="4" | Navigation
 
| class="navigationTitles" colspan="4" | Navigation
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| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | Desc Here
+
| colspan="4" style="width: 265px;" | Planned maintenance shedules are used to create recurring jobs.  Schedules can be attached to an agreement.
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Defaults Tab
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;[[Planned_Maintenance_Schedules#defaultsTab|Defaults Tab]]
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Frequency of Visit Tab
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;[[Planned_Maintenance_Schedules#freqTab|Frequency of Visit Tab]]
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Equipment Tab
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;[[Planned_Maintenance_Schedules#equipTab|Equipment Tab]]
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Materials Tab
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;[[Planned_Maintenance_Schedules#materialsTab|Materials Tab]]
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Jobs Tab
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;[[Planned_Maintenance_Schedules#jobsTab|Jobs Tab]]
 
|-
 
|-
 
| class="headerMainTitles" colspan="4" | Fields
 
| class="headerMainTitles" colspan="4" | Fields
 
|-
 
|-
 
| class="fieldGrayBackgrounds" colspan="2" style="width: 750px;" | [[Glossary#customer_number|Customer Name]]
 
| class="fieldGrayBackgrounds" colspan="2" style="width: 750px;" | [[Glossary#customer_number|Customer Name]]
−
| class="fieldGrayBackgrounds" colspan="2" style="width: 750px;" | [[Glossary#customercity|PM Type]]
+
| class="fieldGrayBackgrounds" colspan="2" style="width: 750px;" | [[Glossary#PlannedMaintenanceType|PM Type]]
 
|-
 
|-
−
| class="fieldGrayBackgrounds" colspan="2" style="width: 750px;" | [[Glossary#customer_number|Site]]
+
| class="fieldGrayBackgrounds" colspan="2" style="width: 750px;" | [[Glossary#PlannedMaintenanceID|Site]]
 
| class="fieldGrayBackgrounds" colspan="2" style="width: 750px;" | [[Glossary#customercity|Servicer]]
 
| class="fieldGrayBackgrounds" colspan="2" style="width: 750px;" | [[Glossary#customercity|Servicer]]
 
|-
 
|-
 
| class="fieldGrayBackgrounds" colspan="2" style="width: 750px;" | [[Glossary#customer_number|ID]]
 
| class="fieldGrayBackgrounds" colspan="2" style="width: 750px;" | [[Glossary#customer_number|ID]]
−
| class="fieldGrayBackgrounds" colspan="2" style="width: 750px;" | [[Glossary#customercity|Description]]
+
| class="fieldGrayBackgrounds" colspan="2" style="width: 750px;" | [[Glossary#PlannedMaintenanceDescription|Description]]
 
|-
 
|-
 
| class="fieldGrayBackgrounds" colspan="2" style="width: 750px;" | [[Glossary#activestatus|Active]]
 
| class="fieldGrayBackgrounds" colspan="2" style="width: 750px;" | [[Glossary#activestatus|Active]]
 
| class="fieldGrayBackgrounds" colspan="2" style="width: 750px;" | &nbsp;
 
| class="fieldGrayBackgrounds" colspan="2" style="width: 750px;" | &nbsp;
 
|-
 
|-
−
| colspan="4" | &nbsp;[[Planned_Maintenance_Schedules#top|Top]]
+
| colspan="4" | &nbsp;[[Planned_Maintenance_Schedules#top|Top]]  
 +
----
 +
 
 
|-
 
|-
 
| class="headerMainTitles" colspan="4" id="defaultsTab" | Defaults Tab
 
| class="headerMainTitles" colspan="4" id="defaultsTab" | Defaults Tab
 
|-
 
|-
−
| colspan="4" | [[File:PMDefaultsTab ccexpress.png|PMDefaultsTab ccexpress.png]]
+
| colspan="4" | [[File:PMDefaultsTab.jpg|PMDefaultsTab.jpg]]
 
|-
 
|-
 
| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | Desc Here
+
| 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.
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;
 
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;
+
| colspan="4" style="width: 265px;" | &nbsp;
 
|-
 
|-
 
| class="headerMainTitles" colspan="4" | Fields
 
| class="headerMainTitles" colspan="4" | Fields
 
|-
 
|-
−
| class="fieldGrayBackgrounds" colspan="1" style="width: 750px;" | [[Glossary#customer_number|Job Type]]
+
| class="fieldGrayBackgrounds" colspan="1" style="width: 750px;" | [[Glossary#jobType|Job Type]]
 
| class="fieldGrayBackgrounds" colspan="3" style="width: 750px;" | &nbsp;
 
| class="fieldGrayBackgrounds" colspan="3" style="width: 750px;" | &nbsp;
 
|-
 
|-
−
| class="fieldGrayBackgrounds" colspan="1" style="width: 750px;" | [[Glossary#customer_number|Service Type]]
+
| class="fieldGrayBackgrounds" colspan="1" style="width: 750px;" | [[Glossary#job_servicetype|Service Type]]
−
| class="fieldGrayBackgrounds" colspan="3" style="width: 750px;" | [[Glossary#customercity|Description]]
+
| class="fieldGrayBackgrounds" colspan="3" style="width: 750px;" | [[Glossary#PlannedMaintenanceDescription|Description]]
 
|-
 
|-
−
| class="fieldGrayBackgrounds" colspan="1" style="width: 750px;" | [[Glossary#customer_number|Priority]]
+
| class="fieldGrayBackgrounds" colspan="1" style="width: 750px;" | [[Glossary#Priority|Priority]]
 
| class="fieldGrayBackgrounds" colspan="3" style="width: 750px;" | &nbsp;
 
| class="fieldGrayBackgrounds" colspan="3" style="width: 750px;" | &nbsp;
 
|-
 
|-
−
| class="fieldGrayBackgrounds" colspan="1" style="width: 750px;" | [[Glossary#customer_number|Status]]
+
| class="fieldGrayBackgrounds" colspan="1" style="width: 750px;" | [[Glossary#job_status|Status]]
 
| class="fieldGrayBackgrounds" colspan="3" style="width: 750px;" | &nbsp;
 
| class="fieldGrayBackgrounds" colspan="3" style="width: 750px;" | &nbsp;
 
|-
 
|-
−
| class="fieldGrayBackgrounds" colspan="1" style="width: 750px;" | [[Glossary#customer_number|Task Code]]
+
| class="fieldGrayBackgrounds" colspan="1" style="width: 750px;" | [[Glossary#PlannedMaintenanceTaskCode|Task Code]]
−
| class="fieldGrayBackgrounds" colspan="3" style="width: 750px;" | [[Glossary#customercity|Material Group Code]]
+
| class="fieldGrayBackgrounds" colspan="3" style="width: 750px;" | [[Glossary#MaterialGroupCode|Material Group Code]]
 
|-
 
|-
−
| class="fieldGrayBackgrounds" colspan="1" style="width: 750px;" | [[Glossary#customer_number|Request]]
+
| class="fieldGrayBackgrounds" colspan="1" style="width: 750px;" | [[Glossary#job_request|Request]]
 
| class="fieldGrayBackgrounds" colspan="3" style="width: 750px;" | &nbsp;
 
| class="fieldGrayBackgrounds" colspan="3" style="width: 750px;" | &nbsp;
 
|-
 
|-
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| &nbsp;
 
| &nbsp;
 
|-
 
|-
−
| colspan="4" | &nbsp;[[Planned_Maintenance_Schedules#top|Top]]
+
| colspan="4" | &nbsp;[[Planned_Maintenance_Schedules#top|Top]]  
 +
----
 +
 
 
|-
 
|-
 
| class="headerMainTitles" colspan="4" id="freqTab" | Frequency of Visit Tab
 
| class="headerMainTitles" colspan="4" id="freqTab" | Frequency of Visit Tab
 
|-
 
|-
−
| colspan="4" | [[File:PMSchFreq ccexpress.png|PMSchFreq ccexpress.png]]
+
| colspan="4" | [[File:PMFreqTab.jpg|PMFreqTab.jpg]]
 
|-
 
|-
 
| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | Desc Here
+
| colspan="4" style="width: 265px;" | The Frequency of Visit tab is used to establish the schedule's calendar.
 
|-
 
|-
 
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Setup&nbsp; Daily, Weekly Monthly or Yearly calendar of jobs.
 
| 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.
 
| 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.
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;
+
| 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.
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;
 
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;
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| &nbsp;
 
| &nbsp;
 
|-
 
|-
−
| colspan="4" | &nbsp;[[Planned_Maintenance_Schedules#top|Top]]
+
| colspan="4" | &nbsp;[[Planned_Maintenance_Schedules#top|Top]]  
 +
----
 +
 
 
|-
 
|-
 
| class="headerMainTitles" colspan="4" id="equipTab" | Equipment Tab
 
| class="headerMainTitles" colspan="4" id="equipTab" | Equipment Tab
 
|-
 
|-
−
| colspan="4" | [[File:PMSchEQ ccexpress.png|PMSchEQ ccexpress.png]]
+
| colspan="4" | [[File:PMEQTab.jpg|PMEQTab.jpg]]
 
|-
 
|-
 
| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | Desc Here
+
| 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.
 
|-
 
|-
 
| 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;
 
| 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;
 
|-
 
|-
 
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Filter using the equipment code and equipment types.
 
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Filter using the equipment code and equipment types.
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;
 
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;
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| &nbsp;
 
| &nbsp;
 
|-
 
|-
−
| colspan="4" | &nbsp;[[Planned_Maintenance_Schedules#top|Top]]
+
| colspan="4" | &nbsp;[[Planned_Maintenance_Schedules#top|Top]]  
 +
----
 +
 
 
|-
 
|-
 
| class="headerMainTitles" colspan="4" id="materialsTab" | Materials Tab
 
| class="headerMainTitles" colspan="4" id="materialsTab" | Materials Tab
 
|-
 
|-
−
| colspan="4" | [[File:PMSchMaterials ccexpress.png|PMSchMaterials ccexpress.png]]
+
| colspan="4" | [[File:PMMaterialsTab.jpg|PMMaterialsTab.jpg]]
 
|-
 
|-
 
| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | Desc Here
+
| colspan="4" style="width: 265px;" | The Materials tab displays a list of materials that will be used on the jobs.&nbsp;
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;
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| &nbsp;
 
| &nbsp;
 
| &nbsp;
 
| &nbsp;
 +
|-
 +
| colspan="4" | &nbsp;[[Planned_Maintenance_Schedules#top|Top]]
 +
----
 +
 +
|-
 +
| class="headerMainTitles" colspan="4" id="jobsTab" | Jobs Tab
 +
|-
 +
| colspan="4" | [[File:PMJobsTab.jpg|PMJobsTab.jpg]]
 +
|-
 +
| class="navigationTitles" colspan="4" | Overview
 +
|-
 +
| colspan="4" style="width: 265px;" | The Jobs tab displays a list of jobs generated for the schedule.
 +
|-
 +
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Filter the Results Grid by Job Status.
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;
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| colspan="4" | &nbsp;[[Planned_Maintenance_Schedules#top|Top]]
 
| colspan="4" | &nbsp;[[Planned_Maintenance_Schedules#top|Top]]
 
|-
 
|-
−
| class="headerMainTitles" colspan="4" id="jobsTab" | Jobs Tab
+
| &nbsp;
 +
| &nbsp;
 +
| &nbsp;
 +
| &nbsp;
 
|-
 
|-
−
| colspan="4" | [[File:PMSchJob ccexpress.png|PMSchJob ccexpress.png]]
+
| &nbsp;
 +
| &nbsp;
 +
| &nbsp;
 +
| &nbsp;
 
|-
 
|-
−
| class="navigationTitles" colspan="4" | Overview
+
| &nbsp;
 +
| &nbsp;
 +
| &nbsp;
 +
| &nbsp;
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | Desc Here
+
| &nbsp;
 +
| &nbsp;
 +
| &nbsp;
 +
| &nbsp;
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Filter the Results Grid by Job Status.
+
| &nbsp;
 +
| &nbsp;
 +
| &nbsp;
 +
| &nbsp;
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;
+
| &nbsp;
 +
| &nbsp;
 +
| &nbsp;
 +
| &nbsp;
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;
+
| &nbsp;
 +
| &nbsp;
 +
| &nbsp;
 +
| &nbsp;
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;
+
| &nbsp;
−
|-
+
| &nbsp;
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;
+
| &nbsp;
 +
| &nbsp;
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;
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| &nbsp;
 
| &nbsp;
 
| &nbsp;
 
| &nbsp;
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|-
 
−
| colspan="4" | &nbsp;[[Planned_Maintenance_Schedules#top|Top]]
 
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;

Latest revision as of 08:12, 16 August 2024

PMEdit.jpg
 
PMSearch.jpg
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
PMDefaultsTab.jpg
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
PMFreqTab.jpg
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.
       
 Top
Equipment Tab
PMEQTab.jpg
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
Materials Tab
PMMaterialsTab.jpg
Overview
The Materials tab displays a list of materials that will be used on the jobs. 
       
 Top
Jobs Tab
PMJobsTab.jpg
Overview
The Jobs tab displays a list of jobs generated for the schedule.
• Filter the Results Grid by Job Status.
       
 Top
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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