Enter Maintenance Triggers

Explanation

This activity is used to enter criteria for calendar, event, and condition based PM action generation.

You can define values for a single generation criteria, i.e., for either a calendar or an event or condition based generation, or a combination of several generation criteria. Only one calendar and event based triggers can be entered per work task template, but there can be multiple condition triggers.

Prerequisites

• Events must have been defined in IFS/Basic Data for Maintenance, Work Order and PM Basic Data. 
• Calendars must have been defined (and the calendar status set to Generated) in IFS/Application Services.
• The work task template must not have been connected to PM actions or work orders.

System Effects

As a result of this activity, the PM action generated from the work task template will receive the generation criteria specified.

Window

Work Task Template

Related Window Descriptions

Work Task Template
Work Task Template/General

Procedure

1. Open the Work Task Template window.
2. Create a new record (F5) or query for an existing one (F3).
3. Click the Maintenance Triggers tab. Follow the appropriate steps:

For Calendar based generation:

1. Add a new record in the Maintenance Trigger and select the trigger type as Calendar.
2. In the Calendar Interval field, enter the time interval, as to how often the work orders have to be generated.
3. In the Calendar Interval Unit field, select the unit of measure for the time interval.
4. In the Valid for Sites tab, for the Calendar field, enter a suitable calendar for defined exceptions from the normal work time calendar. Use the List of Values to select a suitable value.
5. Save the information (F12).

For Event based generation:

1. Add a new record in the Maintenance Trigger and select the trigger type as Event.
2. In the Event field, select the event that will activate the PM action. Use the List of Values to select a suitable value.
3. In the Interval field, enter the event interval, as to how often work orders have to be generated.
4. Save the information (F12).

For Condition based generation:

1. Add a new record in the Maintenance Trigger and select the trigger type as Condition.
2. Enter values for Test Point ID and Test Point Description fields.
3. Enter values for Parameter ID and UoM fields. Use the List of Values to select a suitable value.
4. Based on the Parameter type enter values for fields Max Value, Min Value, Condition Start Value and Condition Interval (If the parameter type is ‘Accumulated’ Condition Start Value and Condition Interval is mandatory. IF the parameter type is ‘Limit’ either Min Value or Max value should have a value entered.)
5. Save the information (F12).

Note: In the General tab, for the Valid From and Valid To fields, enter the time range for which the work task template will be valid. These fields can be used to limit the effectiveness of the work task template and the PM action that is generated afterwards.