Enter Criteria for Calendar Generation

Explanation

Use this activity to enter criteria required for calendar-based generation of PM actions that will occur at regular intervals. When you create a PM Plan, you have several alternatives to specify start date, interval, and unit of measure. 

Prerequisites

• Work time calendars should be defined (and the calendar set to the Generated status) in IFS/Application Services.
• The PM action should be either in the Preliminary or Active status (Note: Changes can only be made to Active PM actions where work orders have not been generated).

System Effects

As a result of this activity, a calendar PM Plan for a specified criteria will be created in the Maintenance Plan tab.

Window

Separate PM Action
Route PM Action

Related Window Descriptions

Separate PM Action 
Separate PM Action/General 
Route PM Action
Route PM Action/General

Procedure

1. Open the Separate PM Action or Route PM Action window, create a new record (F5) or query for an existing one (F3).
2. Click the General tab.
3. In the Start Value field, enter the time when you want the PM action to go into effect.
4. In the Start Unit field, select the unit of time by which the PM action is to start, e.g., day, week. 
5. In the Interval field, enter the interval at which the maintenance is to be done.
6. In the Interval Unit field, select the unit of measure for the time interval.
7. In the Valid From and Valid To fields, enter the time range for which the PM action will be valid. The fields can be used to limit the effectiveness of the PM action.
8. In the Calendar field, enter a suitable calendar for the PM action. Use the List of Values to select a suitable value. The PM plan lines will be generated in accordance with the calendar connected.
9. Save the information.