Adding Calendar Based Schedule Records to a PM Master Job

NOTE: This can only be done to a PM with a schedule type of calendar

1. Click Maintenance | Preventive Maintenance | Search 

2. Select the PM Master Job ID from the Search Grid

3. Click Add Schedule Records 

4. Select a Charge To by clicking the search icon or the tree and selecting a record 

5. Select a Schedule method from the Schedule Method dropdown list

6. Select a Frequency Type from the Frequency Type dropdown list 

7. Enter a Frequency in Perform Every

   NOTE: For Days enter the number of days, for Months-Date or Months-DOW enter the number of months                                                     (Please see the details for Months-Date and Months-DOW below)

9. Click  and Select the Next Due date

10. Select a Priority from the Priority dropdown list 

11. Select a Work Order Type from the Type dropdown list

12. Select a Shift from the Shift dropdown list

13. Click Save to update the PM Master with the new PM Schedule Record

14. To Assign this PM Schedule Record Click on the Ellipse ... in the Action section and select Assignments
    
    

15. Click the Add Assignment Button (1)

16. Select the desired user (2) and Click Save (3)

17. To Add Additional Users Click the + Plus Button (4) or if you are done assigning users, to Exit Click the X (5)
                                                                                                                                                          
    

    Months - DOW

    This type would be used to generate a PM work order on the same day of the same week each month. 

    For example, if the last scheduled date is the second Friday of a month, the next work order will 

    be generated on the second Friday of the next month. The frequency for this schedule type is in months. 

    Therefore, a frequency of 3 would generate a work order on the second Friday every three months from 

    the last scheduled date. 

    
    

    Note: Please consider that not all months have five weeks. In months without a fifth week, a work order wouldn’t be generated.

    
    

    Months - Date

    A work order is generated on the same date each month. For example, if the last scheduled date is January 11, the next work order will be generated on February 11. The frequency for this schedule type is in months. Thus, if the last scheduled date is January 11, a frequency of 6 would generate a work order on July 11. 

    
    

    Note: Please consider that not all months have over 28 days when scheduling on Months - Date. 

    If you choose the 29th, 30th, 31st they will not generate if the Month does not have that Date.