Scheduling

You schedule a maintenance plan with which the system generates maintenance call objects (for example, maintenance orders or service orders) for the defined cycles.

Key Features

When you schedule a maintenance plan for the first time, the start date or initial counter reading that you specify triggers the maintenance cycle on the time axis. The following special features are valid for the start date or initial counter reading:

• If you enter the start date or initial counter reading in the scheduling parameters, then you can start the automatic deadline monitoring directly for the maintenance plan (see Scheduling a Maintenance Plan Automatically).
• If you do not enter the start date or initial counter reading in the scheduling parameters, then you must start the scheduling for the maintenance plan manually before you can start the automatic deadline monitoring (see First-Time Scheduling).
• If you have created a maintenance plan with reference to an outline agreement, the system automatically adopts the start date from the outline agreement in the scheduling parameters of the maintenance plan.

Scheduling

For each scheduling, the system calculates the due date (planned date) for a maintenance call object based on the scheduling parameters and the maintenance cycles or packages and generates maintenance calls.

When the maintenance call is due, the system generates a maintenance call object for each due maintenance item. Which object the system generates is determined by the maintenance plan category.

For a new start, or a start in the cycle, despite the scheduling period, the system ensures that at least one date (either with the status “On Hold” or “Called”) is generated. Even if the scheduling period is less than the cycle used.

The scheduling takes into consideration the change status of task lists. For more information, see Change Status of Task Lists and Effect.

If notifications and orders are generated through a maintenance plan, the date of the notification or order completion is used for the further scheduling of the maintenance plan. You can find further information under Technical Completion of an Order and Notification Completion.

You can, however, influence the maintenance processing process when you complete notifications and orders, and, for example, prevent every employee who is authorized to complete notifications from using this data simultaneously to influence the scheduling of maintenance plans. For further information, see Separate Completion of Maintenance Call Dates.

You can also complete maintenance call dates directly in the scheduling function. For further information, see Completion of Call Dates.

Automatic Deadline Monitoring

You can use this function to simplify the generation of maintenance call objects for maintenance plans. Start the deadline monitoring at regular intervals using an internally programmed report (for example, weekly or for a weekly cycle). The system then generates the maintenance call objects according to the cycles defined.

A start date or an initial counter reading must have been entered in the scheduling parameters for the maintenance plan, or you must have already scheduled the maintenance plan once (see First-Time Scheduling).

When you run the deadline monitoring function, the system converts all the maintenance calls, for which the call horizon has been reached, into maintenance call objects. The system also performs a complete rescheduling of the maintenance plan and ensures that maintenance calls are always available for the period which you have defined as the scheduling period.