Open topic with navigation

Building Operations / Preventive Maintenance / Maintenance Manager

Understanding the PM Scheduling Routine

To determine the dates when the next PM procedure is due, run the Define PM Schedule Dates by PM Schedules task or the Generate PM Work Orders task. These tasks include an option that executes the program's scheduling routine, which does the following:

• Prompts you for a date range for which to determine upcoming work. You can choose date ranges that are no more than 90 days in length.
• Determines the upcoming schedule dates for the period you specify and generates a record for each date in the PM Schedule Dates table.
• Updates the Calc. Date for Next PM field of the PM Schedules table with the next due date.
• Completes the Date of Last PM field of the PM Schedules table with the value of the Date Work Completed field of the most recently completed work request generated for this schedule.

The following outlines how upcoming due dates are determined.

• For fixed scheduling, dates for future PM are calculated by adding the specified interval to the Date for First PM field value until the program finds the dates that fall within the specified period.
• For floating scheduling, dates for future PM are calculated by adding the specified interval to the Date of Last PM field value until the program finds the first date that falls within the specified period.
• If you have completed the PM Schedules table's Manual Date for Next PM field, the program uses this date as the Calc. Date for Next PM field value. No schedule date will be generated for this PM schedule prior to the date specified in the Manual Date for Next PM field.
• If the Interval Type field has a value of Manual, instead of calculating dates for executing future PM work, the program checks the dates entered for the particular schedule in the PM Schedule Dates table, ignoring the values entered in the Current Frequency and Freq. Interval fields.
• If the Interval Type field is set to Meter and the schedule is assigned to an equipment item, the scheduling action sets the Calc. Date for Next PM value to the current date if the current equipment meter reading (as entered in the Equipment table) is greater than the PM schedule interval plus the maximum meter reading from any completed or closed work request for that PM schedule, and there are no uncompleted work requests for this PM schedule. Otherwise, the program calculates an interval of days by dividing the PM schedule interval by the Avg. Metered Usage/Day field value of the Equipment table (if this value is not zero). The program determines the next day to execute the work by adding the interval of days to the value for Date of Last PM (if floating scheduling). For fixed scheduling, the system add the interval days to the schedule's Date of First PM value.