You can define a frequency schedule for a meter-based preventive
maintenance (PM) record to specify how often work orders are generated
from it. For meter-based PMs, the generation criteria is based on
metered asset usage since the target start date or completion date
of previous work.
About this task
If the PM is associated with a master PM, updates to the
master PM record overwrite changes you make to the frequency of the
PM. If you want to prevent updates by the master PM, select the Override
Updates from Master PM check box on the PM tab.
Procedure
- In the Preventive Maintenance application, select the PM
that you want to define frequency for.
- On the Frequency tab, determine
whether you want the PM to be on a fixed or floating schedule. In
the Work Order Generation Information section, select the following
check boxes as appropriate:
- Use Last Work Order's Start Date to Calculate Next
Due Date
Select this check box if you want the due dates
of generated work orders to be calculated from the target start date
of the last work order. If you do not wish to calculate the next due
date based on the target start of the last work order (for example,
if you want the next work order to be generated when the last work
order was completed instead), clear the check box.
- Generate Work Order Based on Meter Readings (Do
Not Estimate)
Select this check box if you want work
orders generated only when the defined meter reading has been reached.
Clear this check box if you want the next work order due date to be
based on the average metered usage.
- Generate Work Order When Meter Frequency is Reached
Select
this check box if you want work orders for this PM to be automatically
generated when the meter frequency has been reached and entered. This
check box can only be selected if the Generate Work Order
Based on Meter Readings (Do Not Estimate) check box has
been selected.
- On the Meter Based Frequency subtab,
click New Row.
- Determine how much metered activity should occur between
PM work orders for this asset. In the Meter field,
specify a value.
You can only select continuous-type meters.
- Optional: Specify values in the Frequency and First
Start Reading fields.
The First
Start Reading value will be the first meter reading at
which the PM will generate work orders.
- Optional: To define multiple meter frequency
criteria, repeat steps 3 through 5.
- Click Save PM.