How To Set Up a Floating Schedule (All Meter Readings)

PM/Work Templates can be set up on various schedules.  This is one of the scheduling structures.  PM/Work Templates are scheduled in the WO Scheduling Tab for individual PMs.  For grouped PMs, these schedules are set up in the Grouped PMs tab.

Note: If you are scheduling a PM template based on meter readings, you should only associate one piece of fleet or equipment per record.

How To Set Up a Floating Schedule Using Meter Readings

1. Enter the meter reading interval at which the PM will be generated (highlighted in blue below).
2. Enter the projected mileage (or meter reading) at the time the PM will be generated (highlighted in pink below).

   

3. The first field will be populated automatically with the most recent mileage (or meter reading) from the inventory or fueling record.  

   Note: You can also enter a current meter reading manually.

4. Once the PM work order is generated, the status will automatically read "2 = WO Generated" and the WO number and date initiated fields will be populated.

   Note: Only one open work order per PM is allowed at a time. You must close the work order before the next PM can be generated.

5. Each time a PM work order is closed, the PM schedule resets itself.  For example, if a PM was set to generate at 10,200 miles and the current odometer reading in a fueling record reads 13,443, the PM will be generated and the schedule reset. Your screen will then resemble the following:

   

6. Once a PM is reset, the status will automatically update to read "1 = Awaiting WO Generation" until that work order is generated.