Units - Services (PMs)

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Units - Services (PMs)


Maintenance / Units / Scheduled Services(PMs)



The Units screen of ExpressMaintenance is used to insert and maintain all data relating to equipment and other items.  The screen contains the primary data in the upper half.  More detailed data is found under the various tabs located in the lower half of the screen.  This help topic covers the Units - Scheduled Services.




Inserting / Editing

To insert or edit a record, simply click the edit button on the data navigator at the top of the screen.


Data Fields

Service - The name of the service selected from a picklist of user definable Services.


Status - The status of the scheduled service.  Options include Normal, Picked, Assigned and InActive.  Normal indicates that the service is scheduled and waiting to be assigned to a work order.  Picked indicates the service has been selected in Service Overview screen to be issued on a work order.  Assigned indicates the service is on a work order but work order has not been completed.  InActive indicates the services is temporarily inactive and will be ignored.


Cost Center - The cost center or maintenance code that applies to the service when applied to the unit.


Separate WO - When checked, the service will be placed on a separate work order.  In the Service Overview screen, when work orders are automatically generated, they are grouped by Unit and Work Group and separate work orders are generated.  With this field checked, a service is forced to be on a separate work order.


Period - The period for which the maintenance applies.  Options include Hours, Days, Weeks, Months, Years and Miles.  The count field controls Hours, Kilometers and Miles.  Use the Schedule Wizard to set the Period, Interval, Basis and Logic in one simple screen.


Interval - The interval that corresponds to the Period.  For Example: Period: Days, Interval: 90.  See Schedule Wizard for more details.


Basis - Defines the bases on which the service will be re-scheduled when the work order is completed.  The options are WOC - Work Order Completion Date and SVS - Service Scheduled Date.  See Schedule Wizard for more details.


Logic - Defines the logic on which the service will be rescheduled which include the calculated date, a specified date or a particular week and day of the week.  See Schedule Wizard for more details.


Last Period Performed  - The period the service was last performed.  This corresponds with the period field such as Miles.


Last Date Performed - The date the service was last performed.


Scheduled Period - The next scheduled period the service is to be performed.


Scheduled Date - The next scheduled date the service is to be performed.  This is usually used only if a Period / Interval is not used.


Labor Estimate - The estimated labor in hours of the service.


Cost Estimate - The estimated cost of the service.


Notes - Specific notes that apply to the service when applied to the specific unit (equipment).



Two additional buttons are found in the Scheduled Services section as shown and explained below:


Inheritbutton Inherit Services

The quickest and easiest way to get scheduled services inserted for a new unit is to click the Apply Standard Services button.  This option will allow you to select another unit and have its services inserted for the current unit.  Once inserted, you can edit the records or insert additional records.




There is also an option to view all units or view just units of the same type.



ScheduleWizardIcon Schedule Wizard The Scheduling Wizard is quick and easy interface to defining PM scheduling.  Click the Schedule Wizard button to open the wizard dialog.  Simpy make the selection and click the OK button to have the service scheduled saved.




Four Easy Steps

1. Select the Renewal Period which will correspond to the remaining steps (example Months).


2. Select the Renewal Interval to correspond with the renewal period (example: Months, 2).


3. Select the Renewal Basis to be used when the service is completed and rescheduled.  Options include:

Work Order Completion (WOC) - reschedule based on the date the service is complete in a work order.  This is the way ExpressMaintenance handle rescheduling by default and has does so prior to version 5.6.

Service Original Scheduled (SVS) reschedule based on the original scheduled date rather than completion date.  This is not the default manner of rescheduling but is available as a result of requests from users for this feature. (example: Months, 2, WOC).


4. Select the Renewal Logic for setting the exact for the rescheduling of the service.  Options include:

Calculated Date (CD) - reschedules based on the exact date calculated from the selections in steps 1-3 (example: Months, 2, WOC, CD).

Specified Date in Month (SDn) - reschedules based on the calculated date and then adjusted to the specific date of the month such as the 15th day of the month (example: Months, 2, WOC, SD15).

Fixed Day of Week (FDn) - reschedules based on the calculated date and then adjusted to the specific day of the week within the month such as the 2nd Week, on Thursday (example: Months, 2, FD24).



Service Parts

By clicking on the Service Parts button, you can insert unlimited parts that are required for the service.  These parts are then automatically included when a work order is created that includes the service.




Complete Services

Normally, services are completed via the completion of Work Orders.  However, you can complete a service manually by selecting the desired service and then clicking the Complete Service button under Scheduled Services.  A dialog will appear prompting for the Date Performed, New Period Count (miles, hours, etc) and the Employee who performed the service.  Once a service is completed, it is automatically inserted into service history and the next scheduled period or date is determined.  You can also insert service history data directly from the Service History portion of the Units screen.



To print a unit data sheet, simply click on the Print button.  To print various unit reports, see Maintenance Reports.


This help topic only covers the Scheduled Services section of Units.  For more details on other portions of the Units screen select one of the topics below:


See Also

Units - General - General data relating to Units (equipment).

Units - Arranging Tabs - Explanation of how to arrange the lower tabs of the Units screen.

Units - Images & Barcodes - How to import images and how to generate barcodes.

Units - Vehicle Data - Explanation and sample of the vehicle related fields of Units.

Units - Lease & Warranty - Explanation and sample of the lease & warranty related fields of Units.

Units - Attachments & Devices - Explanation and sample of attachments, device & valve related fields of Units.

Units - User Defined - Explanation of user definable fields and tabs.

Units - Notes - Explanation and sample of the notes fields of Units.

Units - Sources - Explanation and sample of the vendor and source related fields of Units.

Units - Scheduled Services - Explanation and sample of scheduling services for Units.

Units - Service History - Explanation and sample of service history on Units.

Units - Downtime - Explanation and sample of the downtime screen for units.

Units - Parts - Explanation of parts being associated with units.