Creating a group maintenance schedule

  1. Select Asset Management > Maintenance > Create Group Maintenance Schedule.
  2. Specify the correct asset group in the Asset Group field.
  3. Specify the activity to be performed on the assets in the group in the Activity field.
  4. If you want to use a standard work order for the schedule, enter it in the Standard Work Order field.
  5. Under Additional Information and Comments, enter any information you want to add to the schedule.
    The information that you specify will be copied to all work orders created by the schedule.
    Note: If you want to calculate the due date for work orders generated under this schedule, enter values in the Due Within fields. These fields indicate the amount of time after the scheduled date that the work order will be due to be completed. You can select the Workdays Only check box if you don't want to count weekends and holidays when calculating due dates.
  6. Under Schedule Information, select an option from the Reschedule By list.
    If you select Completion Date, Infor Public Sector schedules work orders based on the completion date of the previously generated work order. If you select this option, you must wait until each work order is completed before you can schedule the next one. If you select Scheduled Date, Infor Public Sector schedules work orders based on the scheduled date of the previously generated work order, regardless of whether the work order is completed.
  7. Using the Schedule Type list and Interval field, specify the interval between group projects generated under this schedule.
    The schedule type indicates whether Infor Public Sector will schedule the maintenance activity on a daily, weekly, or monthly basis. For example, if you specify Monthly as the schedule type and 3 as the interval, Infor Public Sector will schedule this maintenance activity for assets in the asset group every three months until the Cycle To date. Note that Infor Public Sector uses the last day of the month as the scheduled date for monthly schedules.
  8. In the Next Scheduled field, enter the date the schedule will generate its first group project.
    The date you select will determine the scheduled dates of subsequent group projects. For example, let's say you set your schedule to generate group projects every two months between October 1 and April 30, that you selected Scheduled Date from the Reschedule By list, and that you specified December 15 as the Next Scheduled date. If you generate group projects for this schedule through a due date of April 30, Infor Public Sector will generate group projects with scheduled dates of December 15, February 15, and April 15. (This example assumes that you didn't select the End of Month check box and did select the Weekdays, Holidays, and Weekends check boxes.)
  9. If this is a seasonal maintenance schedule, enter the active dates in the Cycle From and Cycle To fields.
    Infor Public Sector will only schedule group projects within the cycle date range. Note that the year is ignored. Infor Public Sector will create group projects between the cycle dates every year, starting with the year specified in the Cycle From field. If you enter a date in the Cycle To field but leave the Cycle From field blank, Infor Public Sector uses today's date.
  10. Under Calculate Next Scheduled Based on Workday Options Below, select the check boxes to indicate the types of days on which inspections can be scheduled.

    Note that you must select either Weekdays or Weekends to create a schedule. This list describes the results of selecting each check box:

    • Weekdays: Allows Infor Public Sector to schedule work orders on weekdays.
    • Holidays: Allows Infor Public Sector to schedule work orders on holidays.
    • Weekends: Allows Infor Public Sector to schedule work orders on weekends.
    • End of Month: Requires Infor Public Sector to schedule work orders on the last valid day of the month if you choose Months as the schedule type. The last valid day of the month depends on the other scheduling options. For example, if the last day of the month is a Saturday and the schedule allows weekday but not weekend scheduling, Infor Public Sector will schedule work orders for the last Friday of that month.
    Note: If you’re not ready to activate the schedule, you can select Schedule is On-Hold. Infor Public Sector does not generate work orders for schedules that have been placed on hold.
  11. Click Save.
    Infor Public Sector saves the schedule and shows an identification number and a message that the maintenance schedule was completed successfully. You can click the Group Schedule # link to view and edit the schedule in the Group Maintenance Schedule InfoViewer.