The system has to continuously monitor the inspection tasks and maintenance tasks that the planner schedules in the form of maintenance plans. You want to understand how the scheduling is done. For this reason, you need to know how to schedule maintenance plans.
The functions of scheduling maintenance plans are as follows:
- Start
- New Start
- Scheduling
- Start in Current Cycle
- Manual Call
Scheduling Maintenance Plans
Scheduling maintenance plans means to start newly created maintenance plans and to permanently monitor all active maintenance plans. Without regular scheduling no call objects (maintenance orders, notifications, service entry sheets) can be created. Normally scheduling is carried out by a background job which in most cases runs on a daily basis.
The functions of scheduling maintenance plans are as follows:
- Start
This function is normally used to start a maintenance plan for an object that has just been put into operation, or for which preventive maintenance work is required.
- New Start
This function is normally used for a repeated start.
For example, if scheduling has been carried out with the wrong parameters.
- Scheduling
This function is used to call the next maintenance order, after the last maintenance order has been completed.
It is not usually performed manually, but instead it is triggered by the technical completion of the order and the deadline monitoring program.
- Start in Current Cycle
You can restart scheduling for your strategy plan during the current cycle. This function is useful if you have previously been using a different ERP system, or no ERP system at all, to manage your maintenance work.
For example, the maintenance strategy that you have assigned to your maintenance plan has three packages:
- One monthly
- One every four months
- One every six months
Instead of starting the scheduling with the monthly package, you specify that scheduling starts with the six-month package. You must then enter the date when the last preventive maintenance work (in this case, the fifth monthly package) was performed.
- Manual Call
If you want to schedule a maintenance task for a particular date, you can schedule this date manually.
Maintenance Plan and Order
When you create a single cycle plan, the cycle (that is, the time period up to the relevant planned date and the due date of the task) is assigned first. Orders are generated based on the planned date.
The call date (that is, the date when the order was created) is usually before the planned date, therefore, a certain preprocessing phase (for example, for material procurement) occurs.
The cycle start defines the date from which the calculation of the planned dates should begin.
Maintenance dates can be displayed using a schedule overview.
You can use the schedule overview to display all of the maintenance dates for the conditions you have defined.
For example, for a piece of equipment or for a maintenance plan.
How to Schedule a Single-Cyle Plan
How to Schedule a Strategy Plan