Enter Criteria for Calendar Generation

Explanation

Use this activity to enter criteria required for calendar-based generation of PM actions that will occur at regular intervals. When you create a PM Plan, you have several alternatives to specify start date, interval, and unit of measure.

The Calendar ID field is optional and can be used to avoid that PM lines are created during certain calendar periods, e.g. according to seasonal patterns. This is for example useful to make sure no PM lines are created during a vacation period if production stand still during that period. This calendar can be used in conjunction with the maintenance organization calendar which makes sure the PM lines are created on working days. But while the calendar of the maintenance organization will move lines outside working time forward to next coming working day , this calendar will make sure such lines are omitted from the maintenance plan."

Example:

Suppose we have a Maintenance Calendar which only has work days Monday-Friday. This calendar is connected to the maintenance organization entered on the PM. You create a maintenance plan beginning at 2015-08-15 and which is to take place every third month. The maintenance plan will look like the following:

2015-08-17
2015-11-16
2016-02-15
2016-05-16
2016-08-15
2016-11-15

Please notice that the PM’s planned for 2015-08-15 (Saturday), 2011-11-15 (Sunday) and 2016.05-15 (Sunday) are moved forward to the next coming work day.
However, if we create a new similar separate PM action but add the very same calendar to the Calendar ID field of the Separate PM Action form, following maintenance plan will be created:

2016-02-15
2016-08-15
2016-11-15

Please note that all the planned PM’s that were moved forward to next coming work day are now instead omitted from the maintenance plan.

Prerequisites

Work time calendars should be defined (and the calendar set to the Generated status) in IFS/Application Services.
The PM action should be either in the Preliminary or Active status (Note: Changes can only be made to Active PM actions where work orders have not been generated).

System Effects

As a result of this activity, a calendar PM Plan for a specified criteria will be created in the Maintenance Plan tab.

Window

Separate PM Action
Route PM Action

Related Window Descriptions

Separate PM Action
Separate PM Action/General
Route PM Action
Route PM Action/General

Procedure

Open the Separate PM Action or Route PM Action window, create a new record (F5) or query for an existing one (F3).
Click the General tab.
In the Start Value field, enter the time when you want the PM action to go into effect.
In the Start Unit field, select the unit of time by which the PM action is to start, e.g., day, week.
In the Interval field, enter the interval at which the maintenance is to be done.
In the Interval Unit field, select the unit of measure for the time interval.
In the Valid From and Valid To fields, enter the time range for which the PM action will be valid. The fields can be used to limit the effectiveness of the PM action.
In the Calendar field, enter a suitable calendar for the PM action. Use the List of Values to select a suitable value. The PM plan lines will be generated in accordance with the calendar connected.
Save the information.