. The Maintain PM
Rules screen appears.Allow Rental Overridecan only be set to Y (allowed
values are Y/N) for PMs with 1 and only 1 PM interval of type
days or months. When set to Y, a number of days can be entered
in the first Value column. This will represent a number by which
to reduce the interval value in order to create the lower limit.
For example, if an interval value of 90 is entered and 12 is found
in this field, the lower limit will automatically default to 78.
If this field is left as zero, you will be able to manually enter
the lower limit value.
Once this rule flag has been set
to Y on a PM, you will no longer be able to change the interval
from days/months to anything else. You will also not be able to
add a new interval or delete the one existing interval.
Authority Levelidentifies what level of authority a user must have in order to remove the PM from the work roster/work order. You can right-click in the Value field and select Prompt to select the authority level from a list.
Can PM's Slide To Meidentifies whether (Y) or not (N) other PMs are allowed to slide to this PM. No is the default.
Complete By Dateis used for reporting on programs that have a definite requirements to be completed by a particular date. Only one-time PMs should have a complete by date.
Days to Rental Override Warningif a value is entered, the text shown on the Rental PM Interval Override panel will turn red when the number of days is less than/equal to this value.
Default Next Expiryis
used to default the expiry date when the PM is completed for expiry
date type PMs. To put it into effect, you must place a number
of months in the value field. When your PM is on a work order
and you close it, a pop-up will appear asking for the next expiry
date. With this rule turned on, Enrich will not
allow you to override the date that has defaulted. It will take
the PM completion date, add the specified number of months, and
set the date to the last day of that month. For example, if set
to 12 months and the PM completion date is May 12, 2012, it will
default to May 31, 2013.
Since you cannot override, if you
need to change what Enrich
has defaulted, a user with authority will need to go to the Update PM History screen
and manually type over the next expiry date.
Elapsed PM Calc Dateidentifies how the PM date
will be calculated. Options are:
1. Based on last completion date;
this is the default.
2. Based on last due date when completed
on time or late (if completed early, will revert to option 1).
3. Based on last due, regardless
of being on time, late, early.
There are several validations in
effect when trying to set the rule to a value of 2 or 3:
1. The PM must be defined with an
elapsed date interval.
2. Metrics are not allowed.
3. The PM cannot have a child or
be the child of another program.
4. The PM can only have a single
activity and cannot have activity patterns.
5. The PM cannot have the rule for
"Allow Rental Override" turned on.
6. The PM cannot be allowed to slide
(it is okay for other PMs to slide to this one).
Once you have a PM validly set to
rule 2 or 3, you will not be able to add a metric interval to
the PM.
Interval on Rental Returnis only relevant if the rule Allow Rental Override has been set to Y. The value entered here will tell Enrich how to default the PM interval upon rental return. If this has no value, and there was an override performed on the rental, Enrich will default to the value saved on the PM prior to entering the override.
Mandatory PMdetermines
whether the PM must be placed onto a work order. Options are:
- No - the user is not forced to
place the PM on the work order.
- Yes - the user will always be forced
to place the PM on the work order. Mandatory PMs are generally
those that are identified as safety related.
- Add Only - the user will only be
forced to place the PM on the work order when creating a new work
order.
Night Job Delete Subsindicates whether child programs should be deleted from the roster during the PM night job (FNNIXFK) when the parent is going to trigger. As long as the child work roster entry isn't already assigned to a work order, it can be deleted and then will be dragged along with the parent. This applies when the PM business parameter for Auto Close Sub Programs is set to Yes.
PM Sliding defines
how the PM can slide. There are four options to choose from:
1. Sliding either way - this means
the PM is allowed to slide to other PMs, either early or late.
2. Sliding early only - this means
the PM is allowed to slide to other PMs, but only if it will cause
this PM to be done early.
3. Sliding late only - this means
the PM is allowed to slide to other PMs, but only if it will cause
this PM to be done later.
4. Fixed - this means the PM cannot
slide to any other PM. This is the default.
If any of the sliding options are
selected, you must also enter the maximum number of days by which
the PM is allowed to slide. For a PM allowed to slide in either
direction, the number of days will apply to both being early and
being late. There is no ability to indicate that a PM can slide
X days early but only Y days late.
Note that there is no ability to
override the PM sliding rule at the individual unit level.
You can force a PM onto a work order,
regardless of any sliding requirements. If a PM is forced, it
will be independent, i.e. no other PMs will slide with it.
Sliding is done based on the due
dates of the PMs and not the trigger date.
If there are multiple PMs to which
a PM can slide, it will go to the one nearest in days, whether
that be early or late,assuming the PM is allowed to slide both
ways.
If a PM is sliding to be done early
and it has a sub-program (child), the child will be triggered
regardless of its individual sliding rules. The parent program
will always take precedence and will always drag its children
along.
If a child PM triggers a parent PM
with a later due date, the Sliding PM Date Chg on WR/Letters business
parameter will determine which date is used in the work roster
description and the PM letter.
Send Pass/Fail Notice- if set to Y, an email will be sent to customers when a (MOT) PM program has passed or failed. The value for the rule must be a valid VMRS code that represents the failure system. A customer contact type of PMA - PM Advisory Notices must exist in the customer contacts table. The PMA contract type must then be added to the customers you will send the emails to. Use the PM Advisory Notices option to send the email.
Trigger PM on Completionallows you to indicate
a PM code. Enrich will look for this rule whenever
a PM is marked as complete. If the rule has a PM code specified,
that PM will be triggered for the unit.
Note that one PM (Y) is triggered
as a result of the completion of PM (X), there is no longer any
connection between the 2 programs in terms of Enrich. If PM (X) is subsequently
"uncompleted", there will be no automatic delete of
the PM (Y) trigger.
Also note that only true system completions
of a PM will perform this rule's logic. Using PM history updating
will NOT check this rule. Using that type of function is assumed
to be an exception and, in that case, the user is responsible
for ensuring all steps are taken.
Turn Off Auto Triggeringallows you to turn off
the automatic Enrich triggering. In other words,
this PM will never trigger on its own. The only way it would get
to the roster is by being forced by the user or by being the PM
associated with the trigger PM on completion rule.
The automatic triggering jobs (i.e.
the scheduled PM night job) will not trigger a PM that has this
rule set to Y. However, these PMs can be forced onto a work order
if necessary. These PMs should never be a child of another PM,
but if, for some reason, it was defined that way, it would NOT
be dragged along if the parent were forced manually.
Warranty Claim Requiredidentifies whether or not a warranty claim is required if auto-generation of claims is turned on. The system will not allow the close of a work order without generation of a claim if there is a PM that has this rule turned on. If you have the business parameter turned on to auto-create warranty claims, you must also provide a valid warranty code in the first "value" column.
to save the changes.