This feature is used to exclude individual days from a Grouped PM. For instance, if you don't need Work Orders for a PM Template generated on Saturdays, you could use this grid to exclude all Saturdays from the schedule.

1. Open the PMs/Templates module.
2. Click the to expand the PM/Template record that contains the desired PM Group.
3. In the PM Group grid, click the to expand the record to which you want to add Exclusion Days.
4. In the PM Grouped PM Exclusion Days grid, click the Toolkit and select Add New Exclusion Day. The PM Grouped Exclusion Days form opens.
5. Select a day of the week from the picklist.
   • If you need to exclude more than one day, you will need to create a separate Exclusion record for each day.
6. Click Save . The record now appears in the grid.

This feature is used to exclude entire periods of time during the year from a Grouped PM. For example, you may want PMs for mowing generated only from May to October every year. Therefore, you would want to set up exclusions for the other months of the year.

Additionally, the system will update exclusion days or date ranges to be applied to each year.

Note: Dates rolled over are static. Any rolling dates such as holidays whose date changes yearly (President's Day, Labor Day, etc.) will require you to create a new record each year specific to that year's date.

1. Open the PMs/Templates module.
2. Click the to expand the desired PM/Template record that contains the desired PM Group.
3. In the PM Group grid, click the to expand the record to which you want to add Exclusion Days.
4. In the PM Grouped PM Exclusion Days grid, click the Toolkit and select Add New Exclusion Day. The PM Grouped Exclusion Days form opens.
5. Select the Day or Date Range for which you wish to create a Seasonal Exclusion:
   • To create an exclusion to an individual day, select a day of the week from the picklist.
     • If you wish to create exclusions to multiple days of the week, you must create a separate record for each day.
   • To create an exclusion to a range of dates, enter the start date in the Start Range field, and an end date in the End Range field, if applicable.
     • Note: You cannot extend a Seasonal Exclusion past a calendar year. Such as in the example above, you will need to create two exclusion records, one exclusion from November to December, and a second exclusion from January to May.
6. Select the Seasonal option. *This step is required in order to make you selected days/dates roll over each year on this Grouped PM.
7. Click Save . The record appears in the grid and will update each year to apply to this Grouped PM.

You may have PMs that should be done on a day or date range you have excluded in the Work Flow Setup Exclusion Days module. You can use the PM/Template Exclusion Days grid to counteract those exclusions for specific PMs.

1. Open the PMs/Templates module.
2. Click the to expand the PM/Template record that contains the desired PM Group.
3. In the PM Group grid, click the to expand the record to which you want to counteract an Exclusion Day.
4. In the PM Grouped PM Exclusion Days grid, click the Toolkit and select Add New Exclusion Day. The PM Grouped Exclusion Days form opens.
5. You can counteract individual days or date ranges that exist in the Work Flow Setup Exclusion module to make the day(s) available for work:
   • To counteract an exclusion to an individual day, select a day of the week from the picklist.
     • If you wish to counteract exclusions to multiple days of the week, you must create a separate record for each day.
   • To counteract an exclusion to a range of dates, enter the start date in the Start Range field, and an end date in the End Range field, if applicable.
     • Note: If your date range extends beyond a calendar year, you will need to create a separate exclusion.
6. Select the Working Day option. *This step is required in order to counteract the original exclusion.
7. Click Save . The record appears in the grid. The exclusions for the selected days/date ranges are counteracted for this Grouped PM.