Scheduling

Filters Based on Scheduled Start

To get an easy overview of what maintenance jobs have been or will be executed, you can use the three filters in the form of checkboxes by going to Asset management > Work orders > All work order maintenance jobs. See screenshot 01.

In screenshot 01, the following 'filtering' checkboxes can be seen. Once checked, they filter maintenance job records based on their 'Scheduled start' field value:

• Past weeks' schedule: Shows records that were scheduled for the past weeks, that is excluding records from the current week as well as future weeks.
• This week's schedule: Shows records that are scheduled for the current week only.
• Next week's schedule: Shows records that are scheduled for the new week only.

Since there might be ambiguity around what is considered the first day of the week, it's possible to configure it as per preference by going to:

Asset management > Setup > Asset management parameters > 'Work order scheduling' tab > 'Work order schedule filters' group > First day of week.

When 'First day of week' has no value set, the first day of the week is determined based on the current F&O session settings.

01.

Move Scheduled Start

Move scheduled start allows you to change the 'Scheduled start' value on one or multiple maintenance jobs at once, while still retaining the scheduled person, timeframes, etc. This is useful in cases when, e.g., 50 maintenance jobs suddenly need to be scheduled for the next week instead. To accomplish this, navigate to and click:

Asset management > Work orders > All work order maintenance jobs > "Schedule" group > Move start.

If the selected record(s) from the grid are valid, then the dialog in screenshot 01 will be opened.

From the dialog, the following controls in the table below are available.

Pay attention to the following:

When changing any 'Scheduled start' values, it affects the following related records' information accordingly:

• Work order line reservations.
• Schedules.
• Capacity loads on reservations.
• Budget dates on forecasts.
• Work orders.

A maintenance job record can be updated when the following conditions are met:

• A maintenance job must have 'Scheduled start' set.
• 'Scheduled start' is being moved to the future date.
• The current work order's lifecycle state of the maintenance job has 'Allow scheduling' on.
• The maintenance job's work order has no 'Actual start' value set.
• A value for the 'Remark' field must be set when one of the work orders’ lifecycle states, which relates to the selected maintenance jobs, has 'Remark mandatory' switched on.

01.

Schedule Log

When work orders are scheduled, logs are created. This is done to capture how many times a work order has been rescheduled. A log is created when a work order is scheduled from:

• Asset management > Work Orders > All work orders > Schedule work orders.
• Asset management > Work Orders > All work orders > Dispatch.
• Asset management > Work Orders > All work orders > Delete schedule.
• Asset management > Work Orders > All work orders > Jobs > Dispatch.
• Asset management > Periodic > Work order > Schedule work orders.

Schedule logs can be seen from:

• Asset management > Inquiries > Schedule > Schedule logs.
• Asset management > Work orders > All work orders > Schedule logs.

Schedule logs captures log entries.

Schedule Log Contents

When a log is created, the following information is captured.

At the bottom of the schedule log form, the total number of times a selected work order has been scheduled is shown.

Schedule log entries can't be deleted. No setup is required. If Advanced asset management is active, the functionality and menu items are available.

A security privilege 'View work order schedule logs' has been added to the security duties 'Work order maintain' and 'Work order view'.

Remarks on Schedule Log

When scheduling work order, a remark can be added to the schedule log, so that users may capture the reason as to why the work order is scheduled.

The Remark field has been added to 'Schedule work orders', Dispatch, and 'Delete schedule'. It has not been added to Schedule on Work order maintenance jobs.

There is no setup for Remarks on schedule logs. The field will always be available if Advanced Asset Management is enabled.

The Remarks field on Schedule work orders.

Fixed Remarks

It's possible to set up a fixed set of remarks for easy selection when scheduling.

On the work order lifecycle states, described in the mandatory remarks section, users can add remarks. If set up, the lookup button in the field will be visible. Note, users can select a remark, but they can still alter it and change it any way they want. The remarks setup is not fixed.

Mandatory Remarks

It's possible to set up that remarks are mandatory when scheduling. On a work order lifecycle state, it's possible to set up that a remark is mandatory.

For 'Schedule work orders' and Dispatch, you can use the work order lifecycle state set up on the work order lifecycle model for 'Schedule state'.

For 'Delete schedule', you can use the lifecycle state set up on the work order lifecycle model for 'Unscheduled lifecycle state'.

Reason Codes

For a fixed remark, it's possible to set up reason codes. The intention with the reason code field is to display the reason code associated with the selected remark. When set up, the field for Reason Code is shown. Users can't edit the reason code.

By selecting a remark, it's possible to update the reason code field.