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Add a Schedule Rule to a PM

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You can add a schedule rule when you want to the PM to be scheduled by:

  • Log Progression
  • Log Reading
  • Day of Month
  • Days
  • Months
  • Years

Addiontionally, if you want a schedule for a season then, see Add Season to a PM.

Add a Schedule Rule
  1. Click the Settings icon on the side ribbon.
  2. Under Libraries section, click the Maintenance Plans button.
  3. Open the Maintenance Plan you want to edit.
  4. Open one of the PMs in that Maintenance Plan.

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  1. Under Schedule Rules, select Create New Rule.

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  1. From the Schedule by, select either:
Schedule By Description
Log Progession

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  1. Select the log type, such as Distance, Fuel, Oil.
  2. Enter the repeats every number.
Log Reading

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  1. Select the log type, such as Distance, Fuel, Oil.
  2. Select the comparison, either equal to, greater than, greater than or equal to, less than, less than or equal to, not equal to.
Day of Month

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  1. For the Repeats Every:
    • Select either First, Second, Third, Fourth, or Last.
    • Select either Monday, Tuesday, Wednesday, Thrusday, Friday, Saturday, or Sunday.
  2. Persistent check box - see the note below.
Days

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For the Repeat By, select either:

  • Number of Days and then enter the repeats every number. Note this selection will display the Persistent check box, see the note below.
  • Day of Week and then select the weekday.
Months

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  1. Enter the repeats every number of months.
  2. Persistent check box - see the note below.
Years

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  1. Enter the repeats every number of years.
  2. Persistent check box - see the note below.
  1. When you are ready to save, click the Add button.

Persistent

For persistent schedules this means the PM will have a set number of PMs.

We recommend that you never to set persistent on anything less than MONTHLY cycle.  So if you have persistent on a 1 month cycle, you will have a PM for every month.

So you can get behind or ahead, for example: 

  • Create for January and complete.
  • Next due is February.
  • Create in March and complete, it will still be 100% due because the one done in March counts towards February. 
  • Create another for March and complete, you are caught up. 
  • Create another for March and complete, now you are ahead.  

The systems WILL NEVER auto generate a PM if an open work order ALREADY exists. They can be MANUALLY generated, users will generally be warning that an open Work Order already exists. 

Edit a Schedule Rule
  • Click the rule and the rule opens in edit mode.
Remove a Schedule Rule
  1. Hover over the rule.

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  1. Click the Remove icon and the message displays "Are you sure you want to continue? Warning: This PM is associated to 1 asset. Deleting this cycle will change the due dates for this PM for ALL assets associated to it."
  2. Click the Yes, Continue button.