Adding sequences to maintenance patterns

A sequence defines the work to be completed on a maintenance pattern job as well as the relative chronology in which the work will be performed within the maintenance pattern, and the interval (time or meter) for a work order to be generated.

To add sequences to maintenance patterns:

  1. Open the Maintenance Patterns form.
  2. Select the maintenance pattern for which to add a sequence, and then click the Sequence tab.
  3. Click Add Sequence.
  4. Sequence—Enter the sequence number for which the work will be performed.
  5. Standard WO—Enter the standard work order to associate to the sequence in the maintenance pattern.
  6. WO Description—Enter a description for the work order sequence.
  7. Calculate from Basis—Select to copy the sequences of the maintenance pattern to the new maintenance pattern.
    Note: Actual Close Date—When generating a WO, the work order due date will be the actual closing date of the previous work order, plus the defined interval for the selected sequence.

    Due Date—When generating a WO, the WO due date will be the due date of the previous work order plus the defined interval for the selected sequence.

    Scheduled Start Date—When generating a WO, the WO due date will be the schedule start date of the previous work order plus the defined interval for the selected sequence.

  8. Perform After—Enter a numerical value for the period interval, and then select a value for the perform after UOM to flag the system to schedule work orders based on dates. For example, enter 5 for Perform After and Months for perform after UOM, which flags the system to perform the work (or release work orders associated to the maintenance pattern) after a 5 month interval.
    Note: You may select to flag the system to schedule work orders based on an interval time period or a meter reading interval. If you selected a value in Perform After you chose to flag the system to perform the work on an interval time period. If you prefer to flag the system to perform the work on a meter reading interval, leave Perform After blank and enter a value for Meter #1 Interval.
  9. Meter #1 Interval—Select to flag the system to schedule the work orders (or release work orders associated to the maintenance pattern) based on meter readings.
    The system automatically populates Meter #1 UOM.
  10. Meter #2 Interval—Select to flag the system to schedule the work orders (or release work orders associated to the maintenance Meter #2 Interval pattern) based on meter readings.
    The system automatically populates Meter #2 UOM.
  11. Ok Window—Enter the value to use for the Ok window.
  12. Near Window—Enter the value to use for the near window.
  13. Release Window—Enter the value to use for the release window.
  14. Click Submit.