Enter Parameters for Calendar Generation

Explanation

Use this activity to enter parameters required to control the PM actions for which you want to generate work orders. To generate work orders based on a calendar, you need to enter the site, week, and maintenance organization. All preventive maintenance actions, which have been defined for calendar-based generation, will generate work orders for the chosen week and maintenance organization.  In order to generate for all maintenance organizations, do not enter any maintenance organization in the respective field. Optionally, you can select connection types Equipment, Linear Asset or Tool/Equipment  to generate work orders for the one of these object types. If connection type field left blank, WO is generated on the all preventive maintenance records if it fulfills the other criteria.

The calendar generation will be run as a background job. It is also possible to split the background job into multiple jobs to minimise the number of PM actions included in a single execution. For a better execution time, a user with administrative rights can enable the parallel execution of the multiple background jobs.

Prerequisites

• The maintenance calendar plan for PM generation must have been created.
• PM Actions should be active and valid.

System Effects

As a result of this activity, all PM actions defined for calendar-based generation, will automatically generate work orders for the chosen week, site, maintenance organization and the connection type. The generation is done as a background job. All the generated work orders will be available for further preparations along with other regular work orders.

If Splitting Parameters are selected, there will be several background jobs created, based on the selected parameter or combination of parameters accordingly.

Window

Calendar Generation

Related Window Descriptions

Calendar Generation

Procedure

Using Selection Parameters

1. In the WO Site field, the user's default site is displayed. Click List to change to another site that the user is connected to, if appropriate.
2. In the Week field, enter the week for which Work Orders are to be generated.
3. In the Maint. Org. field, click List to select a responsible maintenance organization for PM actions. Leave this field blank if you want to generate PM actions for all maintenance organizations.
4. Optionally, enter Connection Type and the object site in the Site field.
5. Click OK.

Note: When generating work orders for a specific linear asset you have to enter the revision number along with the object ID for the linear asset. For example: LinAssID:1 (or LinAssID:% to get work orders for all revisions of the linear asset).

Using Splitting Parameters

1. In the WO Site field, the user's default site is displayed. Click List to change to another site that the user is connected to, if appropriate.
2. In the Week field, enter the week for which Work Orders are to be generated.
3. Select PM Group ID checkbox to split the background job into several jobs, equal to the number of PM Group IDs that are applicable for work order generation, for the period specified by the user.
4. Optionally, select WO Site, Maint. Org, Object ID to split the background job into several jobs, accordingly, based on each splitting parameter or a combination of splitting parameters.
5. Optionally, enter Interval(Days) to divide the time period applicable for Calendar Generation, by a specified number of days.
6. Click OK.

Note: The WO Site, Maint. Org, Object ID checkboxes will be enabled only when the Without PM Group/Merge checkbox is selected (i.e.: when no PM Group/Merge applicable) or the corresponding fields under Selection Parameters are null or equal to "%". Moreover, PM Replacements may not be handled via this process.