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5000manual:5500maintenance:5520schedules [2020/06/18 09:34] 127.0.0.1 external edit |
5000manual:5500maintenance:5520schedules [2021/01/06 17:24] (current) rajeev.ranjan |
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| ===== Schedules ===== | ===== Schedules ===== | ||
| - | {{:5000manual:5500maintenance:maint_schedules.png|}} | + | {{:5000manual:5500maintenance:scheduleds_tab686.png|}} |
| TSM has a powerful facility to set up one or more scheduled services for equipment on a site. TSM will automatically generate Job Cards when any of your schedules come due. **Note**: Schedules are always attached to a site and you must set up different schedules for each site on the Maintenance Contract. The Schedules tab is divided into 4 sections: Site/Schedule Selection, Schedule Details, Schedule History and Scheduled Equipment. | TSM has a powerful facility to set up one or more scheduled services for equipment on a site. TSM will automatically generate Job Cards when any of your schedules come due. **Note**: Schedules are always attached to a site and you must set up different schedules for each site on the Maintenance Contract. The Schedules tab is divided into 4 sections: Site/Schedule Selection, Schedule Details, Schedule History and Scheduled Equipment. | ||
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| **Noted:** In TSM version 6.85036 and above, users can choose to view and process "Auto Rollover schedules only" when process maintenance schedules. This powerful new feature allows you to create schedules into the future. You are no longe bound to create the next schedule only. Process auto rollover jobs will create a serial of schedule jobs in the future according to the schedule period. | **Noted:** In TSM version 6.85036 and above, users can choose to view and process "Auto Rollover schedules only" when process maintenance schedules. This powerful new feature allows you to create schedules into the future. You are no longe bound to create the next schedule only. Process auto rollover jobs will create a serial of schedule jobs in the future according to the schedule period. | ||
| - | {{:5000manual:5500maintenance:autorollever.png|}} | + | {{:5000manual:5500maintenance:scheduleds_autorollover686.png|}} |
| ^**Next**^ | ^**Next**^ | ||
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| === Details 2=== | === Details 2=== | ||
| - | {{:5000manual:5500maintenance:maint_schedules_detail_2.png|}} | + | {{:5000manual:5500maintenance:scheduleds_detail2686.png|}} |
| ^**Sales Analysis**^ | ^**Sales Analysis**^ | ||
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| === Checklists=== | === Checklists=== | ||
| - | {{:5000manual:5500maintenance:maint_schedules_checklists.png|}} | + | {{:5000manual:5500maintenance:scheduled_checklist.png|}} |
| You can add a checklist or checklist group to a schedule on a maintenance contract: | You can add a checklist or checklist group to a schedule on a maintenance contract: | ||
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| === Scheduled Equipment === | === Scheduled Equipment === | ||
| - | {{:5000manual:5500maintenance:maint_schedules_equipment_items.png|}} | + | {{:5000manual:5500maintenance:scheduled_equipment.png|}} |
| The Scheduled Equipment list lies at the bottom of the Schedules screen and provides a list of all equipment at the selected site. For each schedule, you can select which equipment from the site is covered by the selected Schedule. The columns in Yellow can all be changed for each piece of equipment: | The Scheduled Equipment list lies at the bottom of the Schedules screen and provides a list of all equipment at the selected site. For each schedule, you can select which equipment from the site is covered by the selected Schedule. The columns in Yellow can all be changed for each piece of equipment: | ||
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| Select which equipment is to appear on the Job created from the current Schedule. You might choose to include all, some or none of the equipment under the selected schedule. Use the Select All / Deselect All buttons to quickly switch the flagged equipment. | Select which equipment is to appear on the Job created from the current Schedule. You might choose to include all, some or none of the equipment under the selected schedule. Use the Select All / Deselect All buttons to quickly switch the flagged equipment. | ||
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| - | {{:5000manual:5500maintenance:shistory.png?250|Schedule History tab}} | + | {{:5000manual:5500maintenance:scheduled_scehduled_history686.png?300|Schedule History tab}} |
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| === Schedule History === | === Schedule History === | ||
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| Open this tab to view a list of all jobs created from the current schedule. If any job listed here in not completed the schedule cannot be processed. Use the View button to open the selected job. | Open this tab to view a list of all jobs created from the current schedule. If any job listed here in not completed the schedule cannot be processed. Use the View button to open the selected job. | ||
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| - | {{:5000manual:5500maintenance:image071.png?300|Replicate Schedules dialogue}} | + | {{:5000manual:5500maintenance:scheduled_replicate_scheduleds686.png?400|Replicate Schedules dialogue}} |
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| Selecting this option will also replicate all the equipment linked to the schedule to the selected site. When you are ready to replicate the schedules press the replicate button. | Selecting this option will also replicate all the equipment linked to the schedule to the selected site. When you are ready to replicate the schedules press the replicate button. | ||
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| - | {{:5000manual:5500maintenance:bulk.png?300|Bulk Schedules dialogue}} | + | {{:5000manual:5500maintenance:scheduled_bulk_scheduleds.png?400|Bulk Schedules dialogue}} |
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| === Bulk Schedules === | === Bulk Schedules === | ||
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| Click this button to automatically create schedules for the currently selected site. These schedules will be based off the [[:5000manual:5100products:5127schedulerates|Schedule Rates]] tab of the Product cards of the sites equipment. | Click this button to automatically create schedules for the currently selected site. These schedules will be based off the [[:5000manual:5100products:5127schedulerates|Schedule Rates]] tab of the Product cards of the sites equipment. | ||
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| - | {{:5000manual:5500maintenance:swizard.png?500|Schedule Wizard Screen}} | + | {{:5000manual:5500maintenance:scheduled_schedules_wizard.png?500|Schedule Wizard Screen}} |
| \\ \\ | \\ \\ | ||
| === Schedule Wizard === | === Schedule Wizard === | ||
| Use this screen as an alternative to the Schedules tab or [[:5000manual:5500maintenance:5550quick|Quick Schedules]] to quickly create and edit schedules. | Use this screen as an alternative to the Schedules tab or [[:5000manual:5500maintenance:5550quick|Quick Schedules]] to quickly create and edit schedules. | ||