As you examine the PM Planner's calendar and labor analysis tools, you might notice problems with the schedule, such as over-scheduled weeks, missed work that must be addressed, work teams that have a low on-time execution rate, and so on. From the PM Planner, you can edit the underlying PM schedule and then regenerate the PM schedule dates, or you can edit specific PM schedule dates. Changing the schedule enables you to optimize to PM plan and balance resources and budgets.
There are several ways to edit PM Schedules and PM Schedule Dates directly from the PM Planner.
Note: No matter which method you invoke to edit PM Scheduled Dates, you can edit only those PM Schedule Dates for which a work order has not yet been generated.
Note: You cannot edit missed work (red explanation point) or scheduled work with generated work orders (blue solid block). For missed work, you must create a new PM schedule date; for scheduled work with work orders, you can edit the work order execution date.
If you expand the groupings to show individual PM Schedule records on the left and PM Schedule Date records on the right, you can change the PM schedule dates for scheduled work that does not yet have work orders by moving them to another week on the calendar.
Move the selected PM Schedule Date to another week by clicking on the highlight's arrows.
(PMSD.Date_todo
), and preserves the PM Date - Original value (pmsd.date_original
). Note: If you click on a week that has multiple PM Schedule Dates that have different statuses, the pop-up contains a list of all the PM Schedules Dates for that week.
In addition to changing PM Schedule Dates using the Next Week and Previous Week arrows, you can change PM Schedule Dates using a form. This method offers additional options of canceling and deleting PM schedule dates and reinstating cancelled dates, which are not available with the above graphical method.
For upcoming PM Schedule Dates for which a work order has not been generated (blue hollow block on the calendar), you make these edits.
Item on Form | Explanation |
---|---|
PM Date field | This is the date for which the job is currently scheduled. You can edit this field. |
PM Date - Latest/Earliest fields |
If necessary, you can change these dates, which the scheduling routine generated from the Days Late/Early Boundary fields of the PM Schedules table. If you did not initially define Days Late/Early Boundary fields in the PM Schedules table so that the scheduling routine did not complete these fields, you can complete them now. Now, if you edit the date using the graphical calendar, the calendar will show the boundary markers. Note that these values are for reference only and that you can schedule a job outside of these boundaries. |
Cancel Date button |
You can cancel a scheduled PM Date, if the PM Date Status, which is completed by the scheduling routine, is set to Planned. At the top of the PM Schedule Date form, you can see this read-only field. When you cancel a date, the system sets the PM Date Status to Cancelled. It does not delete the PM Schedule Date record, so it will still show up on the PM Planner view. The system does not generate work orders for cancelled PM Schedule Dates. The Cancel PM Date button is only available if the PM Date Status does not equal Planned. You can reinstate a PM Schedule Date at any time by clicking the Reschedule button. This button is hidden if the PM Date Status does not equal Cancelled. |
Delete Date button | Removes the PM Schedule Date record. |
If a work order has been generated (solid blue block) or missed (red explanation point), the PM Schedule Dates form is not editable.
For PM schedule dates that have been cancelled (represented by a hollow blue block with an "x" through it), you can restore the PM Schedule Date.
As you are working with the PM Planner, you might notice a trend that requires changing the underlying PM schedule. For example, you might notice that your general maintenance staff is always over-scheduled, so you decide to increase the frequency at which one of their tasks is executed.
For PM Schedule Dates in all conditions, you can edit the underlying PM Schedule by selecting the appropriate PM Schedule Date icon on the calendar. The icons and their conditions are:
PM Schedule Date | Calendar Icon |
---|---|
Missed Work | red explanation point |
Completed Work Performed on Time | green check mark |
Completed Work Performed Late | green check mark with yellow background |
Scheduled work with work orders | blue solid block |
Scheduled work without work orders | blue hollow block |
Canceled work | blue hollow block with "x" |
Use the Copy button to create a new PM Schedule record based on the current PM Schedule record. The system creates a new record with an auto-numbered value for PM Schedule Code, and displays the new record in the form. The new record has some of the same values as the source record; you can edit these values as necessary and then complete the remaining fields.
Note: From the Edit PM Schedule form, click the Analyze button (located beneath the View button) to access the Maintenance History and End-of-Life Analysis reports.
When you expand a PM grouping to show individual PM schedules in the left pane and the corresponding PM Schedule Dates in the right pane, the PM Planner includes the pencil-shaped Edit icon to the left of each PM Schedule. For a particular PM schedule, click this icon to bring up the Edit PM Schedule and Edit PM Schedule Dates forms. You can change the overall PM schedule by working with the Edit PM Schedule tab. This is the same set of fields you complete when initially defining with the Maintenance Manager / Define PM Schedules task. See Define PM Schedules for information on completing this form.
If you change the schedule, you can regenerate PM Schedule Dates from the Edit PM Schedule Dates tab.
From the Edit PM Schedule Dates tab, you can edit the PM Schedule Date records.
You can:
You may want to simultaneously modify attributes such as Interval, Days Late Boundary, and Criticality for several PM Schedule records; or you may want to add, modify, or remove PM Schedule Date records from multiple PM Schedule records at one time. This type of bulk editing of PM Schedules Date records for multiple PM schedules is useful in situations such as canceling all the work for a particular building, or generating new schedules dates after modifying the schedule intervals.
To bulk edit, you click anywhere on the group header in the left panel of the PM Planner. You can click on the header regardless of whether the grouping is expanded or collapsed. For example, with the PM Schedule records grouped by Equipment Standard, you can click on standard AHU-15000CFM to access a form for editing all PM schedule and PM schedule dates for this standard.
The form's From date defaults to the first date of first week that is displayed in the PM Planner, or today's date, whichever is later. For any field for which all records in the grouping contain the same value, the form lists the value. For fields that have different values, the form lists "<varies>."
You can edit the form's fields and the changes you make will apply to all PM Schedules in the grouping.
The Edit PM Schedule Dates section of the form contains these actions that you can perform on all items in the grouping.
Action | Description |
---|---|
Generate PM schedule dates | This is useful when you want to prepare the PM plan for an entire building or site, for example. |
Add a new PM schedule date to all PM schedules |
|
Cancel all planned dates |
Users can cancel all planned dates for all the schedules in a group for a given date range. This actions sets the value of pmsd.is_cancelled = 1 |
Restore all cancelled dates (set is_cancelled = 0) | Users can restore all cancelled dates for all the schedules in a group for a given date range. This actions sets the value of pmsd.is_cancelled = 0 |
Delete all planned dates |
This action deletes any planned dates in the selected range. Only planned dates can be bulk-deleted in this form. This differs from the form for editing single PM schedules, where uses can delete any PM Schedule Date, regardless of its status. |
Tip: If your proposed changes do not apply to all the schedules in the grouping, you can first use the PM Planner's filter to create a smaller set of records in the grouping.
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