Callable actions for PM forecasting

Certain actions within the Actions application were created in order to allow you to set up automated processes for PM forecasting.

An action is an event that you want the system to trigger when it encounters records that meet certain conditions. You define the conditions that cause these actions to occur, allowing you to customize your PM forecasting implementation. For example, an asset with meter-based PMs associated with it has fluctuating usage. The asset's Average Meter Units Per Day is constantly changing, and its PM forecasts are rendered inaccurate. You can set the callable actions to automatically delete and regenerate the forecasts. The callable actions for PM forecasting include:

Delete Forecast

Although most forecast deletions are performed automatically after the user is advised, you can also set the Delete Forecast action to be called from an escalation or workflow process.
  • Action Name: Delete Forecast
  • Type: Application
  • Object: PM
  • Parameters Required: None

Generate Forecast

Although most PM forecasts can be created by using the PMForecast cron task, you can also set the Generate Forecast action to be called from an escalation or workflow process.
  • Action Name: Generate Forecast
  • Type: Application
  • Object: PM
  • Parameters Required: duration (in days) to generate the forecast for. This value must be a positive integer greater than zero.

Reforecast

Although most PMs can be reforecasted by using the PMForecast cron task, you can also set the Reforecast action to be called from an escalation or workflow process.
  • Action Name: Reforecast
  • Type: Application
  • Object: PM
  • Parameters Required: None

Generate Work Orders

You can set up the Generate Work Order action to automatically generate work orders that meet certain conditions, rather than frequency criteria. If the action is called from an escalation or workflow process, the forecast uses the work order generation business rules for the creation of work orders.
  • Action Name: Generate Workorder
  • Type: Application
  • Object: PM
  • Parameters Required: There are two parameters required for this action, which must be separated by a colon (for example Y:15).
    • Use Frequency Criteria: The first value in the parameter must be Y or N (OR 1 or 0). If you want to use frequency criteria in the work order generation, enter Y (or 1). If you do not want to use frequency criteria, enter N (or 0).
    • Generate work orders for today plus this number of days: The second value in the parameter is the number of days in advance you want to generate work for. This value must be a positive integer greater than, or equal to, zero.
    In the example Y:15, work orders are generated for 15 days, using frequency criteria as defined on the PM record. If you only enter the number of days in advance to create the work for (15), the system uses frequency criteria in work order generation by default.