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Question: How does
ExpressMaintenance handle PM scheduling and daily PMs?
Answer:
ExpressMaintenance accommodates numerous options for scheduling PMs.
This tech bulletin
addresses the specific question of how PMs are scheduled and
re-scheduled. For a more general overview of the how
ExpressMaintenance handles PMs and Work Orders, please see the tech
bulletin on getting started
with PMs.
Setting Up Unit PMs
PMs are setup in the
Unit screen under the Services (PMs) tab. The user first selects
or enters the desired Unit of equipment and then clicks on the Services
(PMs) tab to add or edit the PMs for that Unit.
Once in the Services
tab, you can add as many PM services for that unit as desired. For
each PM, you have the option of setting up the schedule logic.
This can be done in the grid or by clicking the Schedule Wizard button
(see screen shot below).
Once you have entered the desired
scheduling logic, click the OK button to save the schedule for the
selected PM.
Generating Work Orders
PMs are viewed and work orders are
generated through the service overview screen. For more
information on this process, see the tech bulletin on
getting started with PMs.
Rescheduling
There is no rescheduling require by the
user in ExpressMaintenance. PMs are automatically rescheduled when
the work order is completed. PMs only get rescheduled by the
completion of a work order. When a work order is created from the
Service Overview screen, the PM in the Unit screen is marked as assigned
and the work order number is saved to that PM. This tells
ExpressMaintenance that the PM is on a pending work order and there is
no need to have it reappear until the original work order is completed.
Once the work order is completed,
ExpressMaintenance flags the PM status in the unit screen from Assigned
to Normal and reschedules the PM based on the schedule logic and the
completion date / count of the work order.
The only way to have a PM reschedule
itself is to complete the work order to which the PM is currently
assigned. The PM will not appear in the service overview screen as
long as the status is Assigned because the program understands that
there is no need to generate a new work order because the prior one has
not yet been completed.
Daily PMs
Creating work orders for daily PMs for
numerous units can become somewhat overwhelming with a large quantity of
work orders. One suggestion is to create a general unit for like
daily PMs and assign only daily PMs to that unit. For example you
might create a Unit with the name of "All Forklifts". You can then
assign PMs to that unit such as: Inspect Belts, Check Fire Extinguisher,
Grease Lift, etc. This will allow you to generate one work order for all
forklifts, complete the task and at the end of the day or the next
morning, simply complete the work order and the services will be
rescheduled for the next day.
You can very quickly complete the entire
work order by clicking the Complete Work Order button at the top of the
work order screen. |
