How You Edit a Maintenance Program
Using the existing page, search for a program, then click its name to edit its details.
On the Redwood page, use the Programs tab to search for a program across all organizations for which you have access. To edit an existing program, select the row, and click the Edit action. This will render a drawer, allowing update of certain fields, including attachments. Clicking the link on the program’s name will only render its details in a read only drawer.
Edit Maintenance Program Details
On both existing and Redwood Maintenance Programs pages, you can edit the following attributes:
| Attribute | Description |
|---|---|
| Name | The name of the maintenance program. This value doesn't have to be unique across programs, however it is recommended to use a unique name. |
| Code | The code of the maintenance program. This value is unique across programs. |
| Organization | After a program is created, you can’t edit its organization. |
| Concurrent Requirements | The option to determine how are concurrent work requirements
used when creating the forecast and work orders. The valid values are:
The Merge and Suppress options default to each work requirement. Optionally, you can choose to override the option at the requirement level. Note: It is recommended for an administrator to set the
parameter, Allow Suppress and Merge Across Work Requirements
in a Maintenance Program to No on the Manage Asset
Maintenance Parameters page located within the Setup and Maintenance work
area. Otherwise, certain work requirement definitions for the same asset
may consider merge and suppress across work requirements making it
difficult to model, manage, and recognize in a forecast. Merge and
Suppress is recommended to only be setup within a work
requirement. |
| Start Date | The start date of the maintenance program. |
| End Date | The end date of the maintenance program. |
| Program Type | Option used to identify the type of program used to forecast due dates for Maintenance (default) or Subscription assets. This field is for reference only. |
| Program Subtype | Optional field used to identify the subtype of program. The values are user-defined in the lookup ORA_MNT_MX_PROGRAM_SUB_TYPE. |
| Allow assets from other organizations | Option that enables assets in other organizations, within
the same master organization, to be considered in a work requirement and
maintenance forecast.
Note: The option can only be set and updated until the first work order
is created for a program. Therefore, existing programs that have work
orders already created can’t be enabled or disabled from allowing assets
from other organizations. |
| Program Reference | Optional reference for a program. An example could be an OEM repair manual reference or a subscription unique identifier. |
| Forecast Window in Days | Optional value that represents the number of days into the
future the maintenance forecast will be created for all work requirements in
the program. If not defined, then either the number of days value at a work
requirement or the organization parameter will be used. The lowest level of
definition will take precedence. It is recommended to define a value at the program header for visibility, or if the expected forecast horizon is different than the default number of days value defined in the organization parameters. You should set a value that generally considers all or most work requirements in the program, providing a consistent baseline expectation for the forecast horizon of the program. Optionally, you can define different forecast windows at the work requirement level if they require a forecast for a shorter, but generally longer, horizon. |
| Work Order Window in Days | Optional value that represents the number of days into the
future that work orders will be created for all work requirements in the
program. If not defined, then either the number of days value at a work
requirement or the organization parameter will be used. The lowest level of
definition will take precedence. It is recommended to define a value at the program header for visibility, or if the expected work order horizon is different than the default number of days value defined in the organization parameters. You should set a value that generally considers all or most work requirements in the program, providing a consistent baseline expectation for the work order horizon of the program. Optionally, you can define different work order windows at the work requirement level if they require a forecast for a shorter, but generally longer, horizon. |
| Work Order Start Time | Option to set the start time of a work order that is created
for a due date:
Note: Defining a start time may be helpful if you have shifts that
begin before 8:00AM daily. Shift definitions and setup affects the start
time of a work order. See Work Order Scheduling in the Using
Manufacturing guide to learn more. |
| Work Order Time Zone | Option to set the time zone of a work order that is created
for a due date. For newly created programs, the time zone will default from
your user preferences but can be edited. For existing programs, the time
zone will default to UTC if not defined. It is recommended to set a time zone that matches where the affected assets operate and are maintained. If they are centrally managed or maintained outside of operating organizations, it is recommended to set this value to UTC. Care should be taken before setting this value if you have operations that span time zones for assets within the same program or have users that are viewing due dates across time zones. Note: In general, your user preferences
will determine which time zone is considered when viewing dates and times
in the user interface. Therefore, when viewing forecast and work orders
dates and times, the user interface will adjust the values to match your
preferences. |
| Attachments | The attachments in the maintenance program. It can be of file, text, or URL type. These files are only viewable in the program. |
| Description | The description of the maintenance program. |
| Program Reviewed By | The name of the reviewer performing the maintenance program audit. |
| Review Date | The date on which the review is performed. |
| Review Comments | Comments added for the review by the reviewer. |
Create and Edit Work Requirements
On the existing Program details page, the Maintenance Program: Work Requirements tab lists the work requirements associated with the maintenance program. On this tab, you can create new work requirements, and edit and delete the existing work requirements for a maintenance program.
On the Redwood page, go to the Work Requirements tab to manage the requirements for a program.
View Gantt Chart View of the Maintenance Program Forecast
On the existing Program Details page, Forecast Gantt Chart View tab, you can view the Gantt chart of the maintenance program forecast. The page renders due dates in the forecast for a period of two weeks into the past and two weeks into the future by default. You can adjust the date range to and from date values and click Apply to refine your search. Additionally, you can further refine the results by using the Search and Filter options in the Gantt Chart header region.
With Search, you can select an attribute to search by in the drop down, enter a value in the search field, and then click the spyglass icon to execute the search. Click the Filter icon to render a dialog box where you can enter values for one or many attributes that can be used to filter the results. When a filter is applied, you can use the Reset action button to clear the filters.
View Calendar View of the Maintenance Program Forecast
On the Maintenance Program: Forecast Calendar View tab, you can view the calendar view of the maintenance program forecast. The calendar view enables you to check the competency of your maintenance program and review the generated workload.