Object Calendar

Introduction Object Calendar

The object calendar contains a list of all the expected preventive maintenance sequences, requests, and rounds to be carried out. Some calendar entries may have been converted to work orders.

There are four object calendar views that are slightly different, depending on which calendar posts you want to see.

All object calendars

All calendar entries are shown in this calendar.

My object calendars

All calendar entries containing objects installed on functional locations to which you are related as a worker (set up in Workers and Worker Groups) are shown in this calendar.

Open object calendar lines

Calendar entries with status "Created" - meaning that they have not yet been converted to a work order or discarded - are shown in this calendar.

Open object calendar pools

Calendar entries connected to a work order pool are shown in this calendar.

Note

If an object calendar entry is included in several work order pools (refer to the Work Order Pools section), one record is shown for each pool in Open object calendar pools. This is done to optimize the filtering options on work order pools.

To open an object calendar:

  1. Click Enterprise asset management > Common > Object calendar > All object calendars or Open object calendars or Open object calendar pools.
  2. To update the object calendar, click Preventive maintenance or Rounds. Refer to the Schedule Preventive Maintenance section.
  3. You can edit a calendar entry by selecting it and clicking Edit. For example, you can easily update the priority of the job or the worker responsible for the job. You can only edit calendar entries that have not yet been connected to a work order.
  4. You can delete a calendar entry by selecting it and clicking Delete.
  5. You can discard a calendar entry by selecting it in the list page and clicking Discard. This function is useful if, for example, an object has a 2,000 km maintenance sequence and a 10,000 km maintenance sequence. Then, you may want to discard the 2,000 km maintenance sequence when it coincides with 10,000 km, 20,000 km, 30,000 km, and so on. If you discard a calendar entry related to a maintenance sequence, that calendar line will never again appear when that maintenance sequence is scheduled.
  6. You can select a number of entries in All object calendars and click Work order pool, if you want all selected calendar entries to be included in the same work order pool.
  7. You can select a number of entries in All object calendars or Open object calendars or Open object calendar pools and click Adjust if you want to make the same adjustments to several entries. You can change expected start and end dates, priority, and the responsible group or responsible worker related to the selected object calendar entries.

Note

When a calendar entry has been related to a work order, the work order ID will be displayed in the Work order field.

In All objects > Preventive maintenance FastTab, you can set up maintenance sequence lines for the selected object. Later, if you delete a maintenance sequence line related to an object in All objects , you also automatically delete all object calendar lines with status "Created" that have been created based on that maintenance sequence. See also the Create an Object section.

Object Calendar
Object Calendar

Object calendar cost

In Enterprise Asset Management, you can calculate budget costs on object calendar lines. This is useful if you want to get an overview of expected costs, for example, costs relating to planned preventive maintenance jobs for the next year. The calculations are based on existing object calendar lines of type "Maintenance sequence" or "Round" or "Request". 

  1. Click Enterprise asset management > Inquiries > Objects > Object calendar cost.
  2. On the Object calendar cost tab, click Calculate cost.
  3. In the Object calendar cost control form, you can select a financial dimension set if you want to see costs grouped in financial dimensions.

Note

Financial dimension sets are set up in General ledger > Setup > Financial dimensions > Financial dimension set.

  1. You can use the Level field to indicate how detailed you want the object calendar lines to be regarding functional locations. For example, if you insert the number "1" in the field, and you have a multi-level functional location hierarchy, all object calendar lines for a functional location will be shown on the top level, and therefore the hours on a line may be added up from functional locations located at a lower level. If you insert the number "0" in the Level field, you will see a detailed result showing all object calendar lines on all the functional location level to which they are related.
  2. If you want to make a calculation for specific objects, click Filter on the Records to include FastTab, and select the relevant objects.
  3. Click OK to start the calculation.
  4. On the Object calendar cost tab > the Group by... action pane groups, click the relevant buttons to show the required detail level of the calculation. The selected action pane group buttons are highlighted in orange color. Click on a button to activate or deactivate it.

Object calendar cost
Object calendar cost

Create work orders in object calendar

When you have scheduled preventive maintenance jobs, next step is to create work orders for the jobs. This is done in one of the object calendars. The scheduled jobs in an object calendar can have different reference types:

Maintenance sequences

Preventive maintenance jobs based on maintenance sequence types "Time" or "Counter".

Rounds

Preventive maintenance job including several objects that require a similar type of maintenance.

Requests

Manually created request for maintenance or repair of an object, which can be converted into a work order.

  1. Click Enterprise asset management > Common > All object calendars or Open object calendar lines or Open object calendar pools.
  2. Select the scheduled maintenance jobs for which you want to create a work order and click Work order. The total number of forecast hours for the selected lines is shown in the Forecast hours field.
  3. In the Parameters section, select how many work orders should be created. You can create one work order per line or several work orders, based on date or various groups or types.
  4. Select a Work order type to be used on all the work orders you create.
  5. Click OK. One or more work orders are created.

Create work orders
Create work orders
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