Scheduling WOs (Work Orders) Tab

The Scheduling WOs tab allows you to set up when and how often your PMs are generated.  The fields in this tab will be inaccessible if the Scheduled PM checkbox in the header is not marked.  This checkbox distinguishes a regular work order template from a PM.  

Note: This tab is not used for Grouped PMs.  If you are creating a grouped PM, you should use the Grouped PMs tab for scheduling.

Note: If a PM work order status is "Open", the PM will not appear in the Work Order module's Toolkit.  Thus, you cannot use that PM to generate another work order until the current one is closed. Only one open work order per PM is allowed.  However, you can have multiple work orders open when using the regular work order template.

Note:  Once a PM is designated as Scheduled, it cannot be switched to a non-scheduled Work Order.  If you want to disable the PM and keep it from scheduling you will need to remove the start and next values as well as the interval.

Click on this link to access the PM/Work Template Tutorial Movies.

The first step when scheduling a PM is to determine if the PM is to be on a fixed schedule or a floating schedule.

• A fixed schedule means that the PM is generated on a timely basis according to the Next Start Date field.  For example, say you have a PM for leaf removal that you want generated on May 1 of every year.  However, the actual work is not complete until May 5. If that PM schedule is based on the next start date, the PM work order will be generated again on May 1 of the following year.
• A floating schedule means that the PM is not generated on a timely basis, but is contingent upon the end date of the last PM work order.  For instance, in the leaf pick up PM discussed above, if the PM is based on the end date, then the PM work order will not be generated until May 5 (the date the work order was closed) of the following year. Alternatively, for fleet and equipment, it could be based on the current meter reading.  For example, routine maintenance is often set up on a floating schedule as you don't need a new PM work order generated until the current one is complete.

  Note: Each time a PM work order is closed, the PM schedule resets itself.  Thus, if you do not close a PM work order and the next scheduled date arrives, the PM work order will NOT be generated until you close the current one (i.e. only upon closing the current PM work order will the new one be generated).  The PM Missed Starting Date Option in the Work Options module will ensure that your next scheduled dates are in the future, in keeping with the interval you selected.  However, if you have set this option to "P" for prompt, and the PM is reset due to a field import, the start date will NOT be reset as the program cannot prompt for a user response.  Click on this link for further information on this option.

  Note: The nightly Lucity PM Service generates all pending preventative maintenance work orders based on the schedules you set up.