Adding PM schedules to equipment

View and modify the list of PM schedules for equipment like assets, positions, or systems on the PM Schedules tab of the respective Equipment form.

Add a new PM schedule to the equipment record, change the due date, deactivate an existing PM schedule, and delete a PM schedule altogether from the list of existing PM schedules for the equipment. When adding a new PM schedule to an equipment record, the Work Order Org. will default to the organization of the equipment if the organization is not common. If the organization is common, you must choose the specific organization for which to generate PM work orders.

PM revision control cannot be active because changing equipment PM schedule relationships demands a new revision of the PM schedule. If PM revision control is active, the PM Schedule tab is for informational purposes only.

Note: If you edit the length of a linear equipment record, associated PM records may be automatically edited when installation parameter PMRVCTRL is set to No. If the new equipment length falls on or within the length of the PM, the To Point of the PM record is automatically updated based on the new equipment length. If the new equipment length falls outside of the length of the PM, the PM record does not get updated.

Select one of these options:
- Equipment > Assets
- Equipment > Positions
- Equipment > Systems
Select the equipment for which to add a PM schedule, and then click the PM Schedules tab.
Click Add PM.

Note: If Work Order Org. is not automatically defaulted, you must specify a Work Order Org. to activate the other fields on the form.

Date of Last Work Order is automatically populated with the Due Date of the current work order for the PM. If the work order is a duplicate PM, the latest date is displayed.
Specify the PM, Department, Location, Route, WO Class, Cost Code, Assigned To, and Supervisor.

Specify this information:

Perform Every

Specify the length of the interval of time to pass before the system generates the next PM routine work order, and then select the unit of measure in the adjacent field.

Due Date

Specify the due date of the first work order.

Note: Each work order determines the due date of the following work order. If you update the Due Date on the PM Schedules tab, the work order Due Date is updated so that this due date is later than the last work order completion date. The interval is added to the specified Due Date on the PM Schedules tab until a date later than the last completion date is reached. Future due dates are accepted without validation.

Dormant Start

Specify the date on which the dormant period for any PM work orders for the equipment begins.

Dormant End

Specify the date on which the dormant period for any PM work orders for the equipment ends.

Reuse Dormant Period

Select to use the same specified dormant period for any PM work orders for the equipment on a yearly basis. The specified Dormant Start and Dormant End are automatically updated to future dates after the dormant period for the equipment has elapsed. Additionally, the specified dormant period will be the default dormant period for any new PM equipment records.

Test Point Set

Specify the test point set for calibration of the equipment.

Note: If the work order is a calibration work order, the test points for the specified equipment record are copied to the work order when it is released. The test points related to the selected Test Point Set are copied.

Include Nonconformities

Select to include new observations for re-inspection for existing nonconformities.

Due Nonconformities Only

Select to include only new observations created for nonconformities that are due for inspection.

Note: The inspector will not see nonconformities on the work order that are present but not due for inspection. The inspector may be confused if he finds nonconformities during the inspection that were not on the list, which may lead to duplicate nonconformities

PM Type

Select one of these options:


Option	Description
Fixed	Select to issue the PM based on a fixed schedule such as based on date or reading when the last PM was originally due.
Variable	Select to issue the PM based on a variable schedule such as based on the date or reading on which the last PM was completed.
Duplicate	Select to allow multiple PM work orders to be open at the same time. Note: Selecting Duplicate as the PM type enables you to create an exception to the rule that a PM equipment may have only one work order for the PM work order at a time.

Date Deactivated

Specify a date beyond which to discontinue generation of future PM Work Orders.

Meter Interval

Specify the length of the interval of time indicating how frequently the PM is to be performed, and then specify the unit of measure for the meter interval.

Meter Due

Specify the reading due value for the first work order.

Note: Each work order determines the due reading of the following work order. If you update Meter Due on the PM Schedules tab, the work order Meter Due is updated so that this due reading is higher than the reading on the last work order completed. The interval is added to the specified Meter Due on the Equipment tab until a reading higher than the reading on the last work order completed is reached. Future due readings are accepted without validation.

Meter # 2 Interval

Specify the length of the interval of time indicating how frequently the PM is to be performed, and then specify the unit of measure for the meter interval.

Meter # 2 Due

Specify the reading due value for the first work order.

Note: Specify more than one meter interval for a PM. For example, change the oil in a truck every 3,000 miles, according to Meter Interval and change the oil in the same truck after 720 hours of running time according to Meter #2 Interval. You must specify a value for Meter Interval to specify a value for Meter #2 Interval.

Perform On

Specify the week of the month and the day of the week on which to perform the work on the equipment, such as the second Tuesday of the month due. Select Last to handle scenarios in which there are five weeks in a month. The due date is defaulted to the last week of the month.

Note: Perform On is only available for duplicate PMs, and is not available for daily or weekly frequencies.

Specify the Linear Reference Details information.
Click Submit.