Scheduling 

Use

You schedule a maintenance plan with which the system generates maintenance call objects (for example, maintenance orders or service orders) for the defined cycles.

• If you enter the start date or initial counter reading in the scheduling parameters, then you can start the automatic deadline monitoring directly for the maintenance plan (see Scheduling a Maintenance Plan automatically).
• If you do not enter the start date or initial counter reading in the scheduling parameters, then you must start the scheduling for the maintenance plan manually before you can start the automatic deadline monitoring (see First-Time Scheduling).
• If you have created a maintenance plan with reference to an outline agreement , the system copies the start date automatically from the outline agreement into the scheduling parameters for the maintenance plan.

For each scheduling, the system calculates the due date (planned date) for a maintenance call object based on the scheduling parameters and the maintenance cycles or packages and generates maintenance calls.

When the maintenance call is due, the system generates a maintenance call object for each due maintenance item. Which object the system generates is determined by the maintenance plan category.

For a new start, or a start in the cycle, despite the scheduling period, the system ensures that at least one date (either with the status "On Hold" or "Called") is generated. Even if the scheduling period is less than the cycle used.

The scheduling takes into consideration the change status of task lists. For further information, see Change Status of Task Lists and Effect.

If notifications and orders are generated through a maintenance plan, the date of the notification- or order completion is used for the further scheduling of the maintenance plan. For further information on the Technical Completion of an Order and Notification Completion.

You can, however, influence the maintenance processing process when you complete notifications and orders, and, for example, prevent every employee who is authorized to complete notifications from using this data simultaneously to influence the scheduling of maintenance plans. For further information, see Separate Completion of Maintenance Call Dates.

You can also complete maintenance call dates directly in the scheduling function. For further information, see Completion of Maintenance Call Dates.

A start date or an initial counter reading must have been entered in the scheduling parameters for the maintenance plan, or you must have already scheduled the maintenance plan once (see Scheduling a Maintenance Plan for the First Time).

When you run the deadline monitoring function, the system converts all the maintenance calls, for which the call horizon has been reached, into maintenance call objects. The system also performs a complete rescheduling of the maintenance plan and ensures that maintenance calls are always available for the period which you have defined as the scheduling period.

Scheduling Period	30 days
Deadline monitoring on:	01. January 20xx
Scheduling performed up to:	01. February 20xx

You can control special scheduling requirements using the scheduling parameters in the maintenance plan. The system calculates the cycles in which maintenance call objects should be generated, based on these scheduling parameters. The following data is also considered:

• For performance-based or time-based strategy plans: the maintenance strategy

• For single cycle plans: the maintenance cycles defined in the maintenance plan

If you specify a scheduling period for a maintenance plan in the scheduling parameters, the system calculates the due dates for this period of time, and generates maintenance calls. For example, you can enter a scheduling period of 365 days or 6 months to obtain an overview of the due dates for the entire year or half year.

In some cases, it may be necessary to reschedule the maintenance plan or cancel scheduling. For more information about additional scheduling functions, see Special Scheduling Functions.

Rescheduling

Adapting a Planned Date Individually

Changing the Scheduling Parameters for a Maintenance Plan