Each Group on a Grouped or Grouped Asset PM must have its own schedule. Therefore, the scheduling fields on a Grouped PM will be inactive and you will create individual schedules in the Grouped PM Scheduling grid. Then, a single Work Order is generated for each Group based on its unique schedule.
Open the PM/Templates module by selecting Work > PMs/Templates.
Click the to expand the desired Grouped PM record that contains one or more PM Groups.
Select the PM Groups grid and click the to expand the PM Group that needs a schedule.
In the Grouped PM Scheduling grid, click the Toolkit and select Add New Schedule. The schedule form opens:
Enter the Start Date Interval and Start Interval Code to indicate how often a Work Order should generate.
Example: To generate a Work Order every 3 weeks:
Start Date Interval = 3
Start Interval Code = 2|Weeks
Enter a Last Start Date:
If you know the last date the task was performed for the assets enter that date.
If you do not know the last date the task was performed for the assets determine what date you want it to be performed on and then calculate backwards using the Start Date Interval and units in the Start Interval Code to determine what the last date would have been.
The Next Start Date will calculate automatically with the date that the next Work Order will start.
Example: The following PM will generate a Work Order every 3 weeks. The next time it will generate a Work Order will be 12/21/2018:
Note: Once the Fixed Schedule (Start Dates) fields are populated, the Floating Schedule (End Dates) fields are deactivated.
Click Save . The Schedule appears in the PM/Template Group's Grouped PM Scheduling grid and will generate work by this schedule for this Grouped PM.
Open the PM/Templates module by selecting Work > PMs/Templates.
Find the PM record and click the to expand the desired Grouped PM record that contains one or more PM Groups.
Select the PM Groups grid and click the to expand the PM Group that needs a schedule.
In the Grouped PM Scheduling grid, click the Toolkit and select Add New Schedule. The schedule form opens:
Enter the End Date Interval and End Interval Code to indicate long should go between closing one Work Order and another one generating.
Example: To generate a Work Order 3 weeks after the previous Work Order is closed:
Start Date Interval = 3
Start Interval Code = 2|Weeks
Enter a Last End Date:
If you know the last date the task was completed for the assets enter that date.
If you do not know the last date the task was completed for the assets determine what date you want it to be performed on and then calculate backwards using the End Date Interval and units in the End Interval Code to determine when the last date would have been.
The End Next Date will calculate automatically with the date that the next Work Order will start.
Example: The following PM will generate a Work Order 3 weeks after the previous Work Order is closed. The next time it will generate a Work Order will be 12/21/2018:
Note: Once the Floating Schedule (End Dates) fields are populated, the Fixed Schedule (Start Dates) fields are deactivated.
Click Save . The Schedule appears in the PM/Template Group's Grouped PM Scheduling grid and will generate work by this schedule for this Grouped PM.
Click the to expand the desired Grouped PM record that contains one or more PM Groups.
Select the PM Groups tab and click the to expand the PM Group that needs a schedule.
Note: The Group can only have one Fleet or Equipment asset on it.
In the Grouped PM Scheduling grid, click the Toolkit and select Add New Schedule. The schedule form opens:
Select a meter to base the schedule on:
Odometer - Used for Fleet Inventory assets.
Use the Odometer Interval to indicate how many miles should pass between closing one Work Order and another one generating.
Enter the Previous Odometer.
If you know the last mileage that the task was completed for the asset enter that mileage.
If you do not know the last mileage at which the task was completed for the asset, determine what mileage you want the task to be performed at and then calculate backwards using the Odometer Interval to determine what the last reading would have been.
The Next Odometer will calculate automatically with the odometer reading that will trigger the next Work Order.
Hourmeter - Used for Fleet or Equipment Inventory assets.
Use the Hourmeter Interval to indicate how many hours should pass between closing one Work Order and another one generating.
Enter the Previous Hourmeter.
If you know the last hourmeter reading that the task was completed for the asset enter that reading.
If you do not know the last hourmeter reading at which the task was completed for the asset, determine what reading you want the task to be performed at and then calculate backwards using the Hourmeter Interval to determine what the last reading would have been.
The Next Hourmeter will calculate automatically with the hourmeter reading that will trigger the next Work Order.
Other Meter - Used for Fleet or Equipment Inventory assets.
Use the Other Interval to indicate how many units should pass between closing one Work Order and another one generating.
Enter the Previous Other:
If you know the last other meter reading that the task was completed for the asset enter that reading.
If you do not know the last other meter reading at which the task was completed for the asset, determine what reading you want the task to be performed at and then calculate backwards using the Hourmeter Interval to determine what the last reading would have been.
The Next Other will calculate automatically with the other meter reading that will trigger the next Work Order.
Example: The following PM will generate a Work Order 5000 miles after the previous Work Order is closed. The next time it will generate a Work Order will be when Odometer >= 10050.
Click Save . The Schedule appears in the PM/Template Group's Grouped PM Scheduling grid and will generate work by this schedule for this Grouped PM.
Select the PM Groups tab and click the to expand the PM Group that needs a schedule.
Note: The Group can only have one Fleet or Equipment asset on it.
Select the Grouped PM Scheduling tab.
Click the Toolkit and select Add New Schedule. The schedule form opens:
Set a Floating Schedule:
Use the End Date Interval and End Interval Code to enter indicate the time that should elapse between closing one Work Order and another one generating.
Example: To generate a Work Order 3 weeks after the previous Work Order is closed:
Start Date Interval = 3
Start Interval Code = 3|Months
Enter a Last End Date.
If you know the last date the task was Completed for the assets enter that date.
If you do not know the last date the task was completed for the assets, determine what date you want it to be performed on and then calculate backwards using the End Date Interval and units in the End Interval Code to determine what the last date would have been.
The End Next Date will calculate automatically with the date that the next Work Order will start.
Select a meter to base the schedule on:
Odometer - Used for Fleet Inventory assets.
Use the Odometer Interval to indicate how many miles should pass between closing one Work Order and another one generating.
Enter the Previous Odometer.
If you know the last mileage that the task was completed for the asset enter that mileage.
If you do not know the last mileage at which the task was completed for the asset, determine what mileage you want the task to be performed at and then calculate backwards using the Odometer Interval to determine what the last reading would have been.
The Next Odometer will calculate automatically with the odometer reading that will trigger the next Work Order.
Hourmeter - Used for Fleet or Equipment Inventory assets.
Use the Hourmeter Interval to indicate how many hours should pass between closing one Work Order and another one generating.
Enter the Previous Hourmeter.
If you know the last hourmeter reading that the task was completed for the asset enter that reading.
If you do not know the last hourmeter reading at which the task was completed for the asset, determine what reading you want the task to be performed at and then calculate backwards using the Hourmeter Interval to determine what the last reading would have been.
The Next Hourmeter will calculate automatically with the hourmeter reading that will trigger the next Work Order.
Other Meter - Used for Fleet or Equipment Inventory assets.
Use the Other Interval to indicate how many units should pass between closing one Work Order and another one generating.
Enter the Previous Other:
If you know the last other meter reading that the task was completed for the asset enter that reading.
If you do not know the last other meter reading at which the task was completed for the asset, determine what reading you want the task to be performed at and then calculate backwards using the Hourmeter Interval to determine what the last reading would have been.
The Next Other will calculate automatically with the other meter reading that will trigger the next Work Order.
Example: The following PM will generate a Work Order every 5000 miles or every 3 months after the previous Work Order is closed. The next reading for which it will generate a Work Order is when Odometer >= 10050.
Click Save . The Schedule appears in the PM/Template Group's Grouped PM Scheduling grid and will generate work by this schedule for this Grouped PM.
Using Grids >> 
Grid Tools>> 
Editable Grids>> 
Using Forms >>
How to set up a Fixed Schedule for a Grouped/Grouped Asset PM 
and select Add New Schedule. The schedule form opens:
. The Schedule appears in the PM/Template Group's Grouped PM Scheduling grid and will generate work by this schedule for this Grouped PM. 
