Enter ‘Estimated Hours’ This is captured for each interval type with shadowing feature
Select ‘Owner(s)’ – This is not typically done unless schedule is done by same person every time
Select ‘Schedule Type’
One Time Event = Not repeating
Fixed Interval = Same frequency regardless when last complete (example: monthly PM due 20th of month will be due every month on the 20th regardless of last time complete)
Floating Interval = Frequency will float based on last time complete (example: monthly PM is complete 5 days after due date 20th of month, PM will launch next month 5 days after previous month or 25th of month, this can reduce waste of activities being done to frequently) Note: If scheduled event is not complete before next schedule system will not launch a duplicate event. If event is completed after next schedule would have been due system will account for both events being complete.
Multiple types can be selected (example: you could schedule the Monthly and Yearly PM from a single scheduler. To do this you will need to identify which steps to perform Monthly vs. Yearly in single PM document, or link both Monthly & Yearly PM Documents to the schedule. When schedule launches it will display the schedule type ‘Monthly or Yearly’ in schedule header)
Day – Select if you’d prefer launch on same day of Week or Month every time it launches
Enter ‘Schedule Dates’
Launch Date – This is the initial date schedule will launch Dispatch event
Due Date – This is the initial due date following launch date. The idea is to launch event with enough time prior to Due date to ensure success (example: Yearly PM you may want to Launch a couple weeks prior to due date to allow for planning) Note: Launch to Due Date interval will remain consistent unless edited from this screen
Select applicable machine(s). Use filter on right hand side to filter machine list
Click ‘Save’ or ‘Save And Add Document(s)’
Save And Add Document(s) will take you to documents list where you can select applicable document(s) to associate to schedule
Select Documents and Click ‘Save’
Note: You'll need to save the schedule before you can add a BOM Kit or the estimated resource hours by trade. Simply click 'add' to put in a trade and estimated labor time for that schedule. For more on the Spares Kitting this article.