Each site will have its own list of PM plans that will display upon entering the PM Plans home screen.
1. PM Plans home screen - this will get users to the PM Plans home screen from the Planning Portal home screen.
2. Grid View drop down - this will display the selected types of PM.
3. Table Filter - this will allow users to filter the grid view.
4. Create button - this will start the process off of creating a new PM.
Related Articles: PM Plans - Creating a new PM Plan (Calendar) and PM Plans - Creating a new PM Plan (Meter)
5. Inactivate button - when a PM from the grid is selected this will be how users can inactivate a PM (will not regenerate).
- This new functionality will allow users to deactivate a PM in the portal interface. It wont delete the PM, it will just deactivate it. So you can go back to it and use it again. Keep in mind that if you activate a PM after deactivating it, the system will try to "catch up". So if you deactivated a weekly PM a month ago and then reactivate it it's going to generate three different PMs. The answer would be to modify that PM to a new due date that is closer to the actual date so when you reactivate it, it is ready to go immediately.
- When you cancel a PM task it will NOT regenerate. The system sees the canceled status as a valid status and will not regenerate.
- Can inactivate one at a time or use the grid for multiple selections. Reactivating must be done via the EDIT button.
Related Article: PM Plans - Editing a PM
6. Home screen grid - this will display all PMs for the selected site.
Columns available:
- PM Name
- Job Plan ID
- Job Plan Description
- Asset ID
- Schedule Type
- Frequency
- Generation Lead Time
- Compliance Window
- Next Compliance Finish Date
- Building Location
- Edit
Navigating the EDIT summary screen
To get to a PMs edit screen select EDIT summary on the PM line.
7. Equipment - here a user can change the equipment on the PM.
By selecting CLEAR you can select a new piece of Equipment or Sublocation.
8. Job Plan ID - here the Job Plan associated to a PM can be changed.
This will display the Job Plan ID that is associated to that specific PM. The job plan contains all the info about HOW that PM will be performed. Tools, parts, etc.
9. Frequency Type - Metered PM or a Calendar PM - this drop down will be grayed out and can NOT be changed in the edit screen.
- Calendar - will generate a PM daily, monthly, weekly, yearly.
- Metered - will go off a number that is recorded on the meter as a reading.
Frequency Value - this can be changed with the limitation below.
10. Frequency Unit - options to choose from are Days, Weeks, Months, and Years.
The MAX value that can be associated to a Frequency Unit is: 28 days, 104 weeks, 24 months, and 10 years.
11. Generation Lead Time - this can be changed.
Generation Lead Time - choices are Days, Weeks, Months.
12. First Scheduled Compliance Finish Date - here you can reset the date for first compliance.
- Depending on the frequency of the PM this window will be different. This will determine how much time you have to complete this PM and still have it be considered 'on time' in your site metrics.
- Metered PMs - have a 7 days window.
- Calendar PMs - will be 20% of whatever the frequency of that PM is set to. (Anything larger than an annual PM is kept at a month)
PM SCHEDULE VIEW
13. Upcoming - this view will show all upcoming (scheduled) PM that will generate in the future.
14. Historical - this view will show the previously generated PMs.
EVENTS
15. Events - this will populate a list of all events that have happened to this PM. (ie- creations, edits)
16. Timeline - this will show a visual of all the events of the PMs.
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