Examples: Processing Linked PM Schedules

You can select one of these methods to link secondary schedules to a primary schedule:

  • Days Tolerance.

  • Linking by Cycle.

This section presents examples of how each of these methods are processed using the Preventive Maintenance or Projection process.

When the Preventive Maintenance or Projection process schedules maintenance, and you defined secondary schedules with the days tolerance method, the system compares the calculated due date of the primary schedule due date to due date of each linked secondary schedule and:

  • Links the scheduled maintenances if the dates are the same.

  • Links the scheduled maintenances if the difference between the dates is less than or equal to the days tolerance defined on the linked secondary schedule.

    Note: The due date of the primary schedule can be a number of days earlier or later than the due date of the secondary schedule as long as the number of days is within the specified days tolerance.

  • Does not link the maintenances if neither of these scenarios occur.

  • Example 1

  • Major service due date: 05/22/2009

  • Minor service due date: 05/25/2009

  • Current date: 05/22/2009

  • Days tolerance: 7 days

  • Maintenances will be linked.

  • Example 2

  • Major service due date: 05/22/2009

  • Minor service due date: 05/31/2009

  • Current date: 05/22/2009

  • Days tolerance: 7 days

  • Maintenances will NOT be linked.

  • Example 3

  • Major service due date: 05/26/2009

  • Minor service due date: 05/22/2009

  • Current date: 05/22/2009

  • Days tolerance: 7 days

  • Maintenances will be linked.

  • Example 4

  • Major service due date: 05/22/2009

  • Minor service due date: 05/22/2009

  • Current date: 05/22/2009

  • Days tolerance: 7 days

  • Maintenances will be linked.

When maintenances are scheduled through the Preventive Maintenance or Projection process, and there are secondary schedules defined using the linking by cycle method, the system will calculate the current occurrence field of the cycle each time a secondary schedule becomes due. The formula is the current occurrence = current occurrence + 1. The process compares the current occurrence to the cycle occurrences. If they are the same, the process will link the maintenances, reset current occurrence, and add 1 to current cycle field. If the cycle occurrences are not the same, the process will not link the maintenances.

Since maintenances can be scheduled for multiple due dates in the future using the Projection process, the process will continue to calculate the current occurrence and compare the current occurrence to the cycle occurrences for each secondary projection.

  • Example 1

  • Major service's due date: It doesn't matter.

  • Minor Service due date: 05/22/2009

  • Current date: 05/22/2009

  • Current occurrence: Last occurrence + 1 = 4

  • Cycle total occurrences: 4

  • Current cycle: Current cycle +1

  • Maintenances will be linked.

  • Example 2

  • Major service's due date: It doesn't matter.

  • Minor Service due date: 05/22/2009

  • Current date: 05/22/2009

  • Current occurrence: Last occurrence + 1 = 2

  • Cycle total occurrences: 4

  • Current cycle remains the same.

  • Maintenances will NOT be linked.

  • Example 3

  • Major service's due date: It doesn't matter.

  • Minor Service due date: 05/31/2009

  • Current date: 05/22/2009

  • Current occurrence remains the same.

  • Cycle total occurrences: 4

  • Current cycle remains the same.

  • Maintenances will NOT be linked.

See Understanding Preventive Maintenance Work Orders.