Last changed in 30/08/2024
When creating a preventive maintenance, on the "Work Orders" tab, it is possible to define the scheduling criteria that affected the date of the following event, based on the previous work order. On the "Scheduling", it is possible to select one of the following options:
- Fixed date: This criterion is not influenced by the previous work order dates, that is, they always occur on the same date.
- Opening date: This criterion is based on the previous work orders opening date, that is, the opening date is considered by the work orders' state, configured to allow to report work or costs. If the initial state allows work or cost records, the work order date must be considered.
- Closing date: This criterion is based on the previous work orders closing date, that is, the closing date is considered by the work orders' state, configured as SLA end.
Fixed Date
On the Work Orders tab, you can set the scheduling criteria to set the event on a fixed date, when applying this configuration, the events will always be created on the set date. This criterion is not influenced by the previous work order dates, that is, they always occur on the same date.
For example, if we define the event on the first Monday of each month, it must always be on that set day.
WO Opening Date
On the work orders tab, it is possible to define the scheduling criteria that affected the date of the following event, based on the previous work order.
The opening date criterion must consider the first transition to a state that allows to log work or costs. If the initial state allows records, the work order date must be considered.
Examples:
Tolerance of zero days
Preventive on the first Monday of every month:
| Event |
Expected Date |
| 1 |
09/02/2022 |
| 2 |
09/03/2022 |
| 3 |
... |
Tolerance of 10 days
Monthly preventive every 9th day of the month
- Advance and delay tolerance of 10 days
- Example of an event inside the tolerance, with no state transitions: The Event is opened on 02/09/2022, with state transitions (inside the 10 day tolerance), the event date is the Work Order date.
| Event |
Expeted Date |
| 1 |
02/09/2022 |
| 2 |
03/09/2022 |
| 3 |
04/09/2022 |
Event outside the tolerance
The Event is opened on 02/09/2022, and transitioned to a state that allows to log work or costs on the 02/20/2022 (transition of SLA end outside the 10 days tolerance)
| Event |
Expeted Date |
| 1 |
02/09/2022 |
| 2 |
03/09/2022 |
| 3 |
04/09/2022 |
Tolerance of 365 days
The tolerance of 365 days is equal to 0, that is, when applying the tolerance, it returns to the same day as the event
WO closing date
On the work orders tab, it is possible to define the scheduling criteria that affected the date of the following event, based on the previous work order.
The closing date criterion is based on the work order SLA end date. This date can be viewed on the work order file, on the planning. This date is filled in when the work order state is configured with the SLA end option active.
Examples
Tolerance of zero days
Preventive on the first Monday of every month:
| Event |
Expected Date |
| 1 |
09/02/2022 |
| 2 |
09/03/2022 |
| 3 |
... |
Tolerance of 10 days
Monthly preventive every 9th day of the month:
- Advance and delay tolerance of 10 days
- Example of an event inside the tolerance - The Event is opened on 02/09/2022, and transitioned to an SLA end state on the 02/18/2022 (transition of SLA end inside the 10 days tolerance)
| Evento |
Expected Date |
| 1 |
09/02/2022 |
| 2 |
09/03/2022 |
| 3 |
09/04/2022 |
Event outside the tolerance
The Event is opened on 02/09/2022, and transitioned to a SLA end state on the 02/20/2022 (transition of SLA end outside the 10 days tolerance)
| Event |
Expeted Date |
| 1 |
09/02/2022 |
| 2 |
20/03/2022 |
| 3 |
20/04/2022 |
Tolerance of 365 days
The tolerance of 365 days is equal to 0, that is, when applying the tolerance, it returns to the same day as the event
Bookmark or share this article
