Refreshing data in the graphical view
When you refresh the information in your schedule, you update the schedule with changes that were made to the work records in the applications where the work records originated.
Refreshing data for work records
When you update work records in the work management applications, you can refresh your schedule data to include the updates. The following business rules apply:
- Any new work records that you add in the work management applications that fit your query criteria appear in your schedule. Corresponding tasks and resources also appear.
- If you change the Scheduled Start or Scheduled End dates in the work management application where the record originated, the dates are updated in the schedule, providing that the segments were not edited in the schedule. If changes were made in the schedule but not committed back to the work management application, no updates are made to the schedule.
- If you change the precedence relationships between tasks in the work management application, the precedence constraints are updated in your schedule, providing that no changes were made to the constraints in the Graphical Scheduling application. If changes were made in the application but not committed back to the work management application, no updates are made.
- If you change the status or priority of a work record in the work management application, the schedule is updated. If a work record changes to a status of CANCELLED or CLOSED, it is deleted if the Preserve Existing Records on Refresh check box is cleared.
Refreshing data for preventive maintenance forecasts
For preventive maintenance (PM) forecasts, changes made in the Preventive Maintenance application to the forecasted PMs are brought into the schedule, and the forecasts are updated accordingly. The following business rules apply:
- If edits were made to a PM forecast in the scheduling application, and no edits were made in the PM application, the data in the schedule is not refreshed.
- If edits were made in the scheduling application, and new forecast dates appear on the PM record, the new forecast dates are added to the schedule, but the dates that you modified in the scheduling application are not changed.
- If a forecast is deleted in the PM application, it is deleted from the schedule upon refresh.
- When a PM is deleted or its status changed to INACTIVE in the PM application, it is removed from the schedule upon refresh.
- If a forecast was deleted and regenerated in the PM application, all forecast dates are updated and overwritten in the schedule.