PM Group Schedules

Introduction

A Group Schedule is a set of possible work orders for a single piece of Equipment. In any given month, only one of the Work Orders is required.

The PM Details specify the work required in a given month. It is also arranged in a hierarchy so that higher-ordered PM Detail work takes priority in a month over lower-ordered PM Details.

PM Group Schedule Example

Scenario Setup

A truck is inspected monthly, has a oil change with inspection quarterly, has tires rotated with the oil change and inspection every 6 months, and requires an emission inspection with other work annually.

Process Flow

  • Create a PM Group Schedule for Truck Maintenance.

  • Within the PM Group Schedule, create four separate PM Detail schedules:

    1. For the monthly inspection, set at 1 (for every month).

    2. For the quarterly inspection and oil change, set at 3 (for every third month).

    3. For the semi-annual inspection, oil change, and tire rotation, set at 6 (for every sixth month).

    4. For the annual inspection, oil change, tire rotation, and emission inspection, set at 12 (for every twelfth month or once a year).

  • Once activated, this PM Group Schedule results in the following Work Orders each month:

    Month # Items that occur

    1

    A single Work Order for just the inspection
    (but none of the other Work Orders).

    2

    3

    A single Work Order for both the monthly inspection and the quarterly oil change
    (but not the Work Order for just the inspection).

    4

    A Work Order for just the inspection again.

    5

    6

    A single Work Order that includes the inspection, oil change, and tire rotation.

    7

    8

    9

    10

    11

    12

    A single Work Order that includes all of the other work plus the emission inspection.

    13

    A single Work Order for just the inspection.

Key Features

  • Works with a calendar schedule based on monthly periods. Work does not have to be done in every month.

  • Uses Model type Work Orders as the template for generated Work Orders.

  • Relies on two Scheduled Apex Classes:

    • SchedulePMGroupDetailBatch

    • ScheduleCalcPMGroupScheduleDatesBatch

How PM Group Schedules Works

Flowchart showing how a group schedule decides on which PM Detail to use to create a work order

Step-by-Step Guides

Create a PM Group Schedule

  1. From the PM Group Schedules tab, click New

  2. Make the following entries in Information:

    Field Action / Option

    Asset ID

    Select the ID for the Equipment the Work Orders are for, or create a new Equipment record

    Status

    Set the Group Schedule status:

    Option Description

    Draft

    Group Schedule design in progress and not yet in use

    Active

    Group Schedule currently in use to create Work Orders

    Hold

    Group Schedule temporarily paused

    Inactive

    Group Schedule no longer in use

    Starting Month

    Month number for the next required Work Order

    End Date

    Date after which FX EAM sets the PM Group Schedule to Inactive status

  3. Make the following entries in PM Work Order Due On:

    Field Action

    Day/Weekday of Month

    Select to set the due date as either a particular day of the month (the fifteenth) or a particular weekday (first Friday of the month)

    Day of the Month

    Numerical day of the month work is due, or Last for Day of Month schedules

    On

    Select the week of the month for the work to be due for Weekday of Month schedules

    Weekday

    Select the weekday for work to be due for Weekday of Month schedules

  4. Click Save or Save & New.

Create PM Detail

  1. From the PM Group Schedule record’s Related tab or Quick Links, select PM Group Details and click New

  2. Make the following entries in Information:

    Field Action

    PM Group Schedule

    Defaults, but can be changed

    Model Work Order

    Select the Model type work order to use for the Work Order, or create a new one

  3. Make the following entries in Schedule Interval:

    Field Action

    Monthly Interval

    How many months to wait between Work Orders of this detail

    Release Window

    Number of days in advance of the due date to release the Work Order

  4. Make the following entries in Work Order Assignment:

    Field Action

    Default Work Order Owner

    Select the user to define as the record owner.

    Default Account Assignment

    3rd party vendor expected to complete the work.

    New Work Order Status

    Select the Status to use for the generated work order.

  5. Make the following entries in Planned Workload & Costs:

    Field Action

    Occurrences Per Year Override (Optional)

    Enter a number of work order occurrences to use for calculating costs to use instead of the system calculated number.

  6. Click Save or Save & New.