Creating a group maintenance schedule

  1. Select Asset Management > Maintenance > Create Group Maintenance Schedule.
  2. Specify this information:
    Asset Group
    Specify the correct asset group.
    Activity
    Specify the activity to be performed on the assets in the group.
    Due Within
    If you want to calculate the due date for work orders generated under this schedule, specify values in these fields. These fields indicate the amount of time after the scheduled date that the work order will be due to be completed.
    Workdays Only
    If you select this check box, then weekends and holidays are not counted when calculating due dates.
    Note: There is also a Workdays Only option for activity definitions. If this option is selected on either the activity or the maintenance schedule, then only workdays are counted.
    Reschedule By
    Select one of these options:
    • Completion Date: Infor Public Sector schedules work orders based on the completion date of the previously generated work order.
    • 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.
    Schedule Type
    Select Days, Weeks, or Months.

    The schedule type indicates whether Infor Public Sector will schedule the maintenance activity on a daily, weekly, or monthly basis.

    Interval
    Specify the interval between work orders generated under this schedule.

    For example, if you specify Months as the schedule type and 3 as the interval, Infor Public Sector will schedule this maintenance activity every three months.

    Next Scheduled
    Specify the date the schedule will generate its next group project.

    For example, suppose you create a schedule that generates a group project every two months, and that schedules the next work order base on the scheduled date. If you specify December 15 as the next scheduled date. If you generate work orders for this schedule through a due date of April 30, Infor Public Sector will generate work orders with scheduled dates of December 15, February 15, April 15, and so on.

    Cycle From/Cycle To
    If this is a seasonal maintenance schedule, specify the active dates.

    Infor Public Sector will create work orders between the cycle dates every year, starting with the year specified in the Cycle From field. If you specify a date in the Cycle To field but leave the Cycle From field blank, today's date is used.

    Calculate Next Scheduled Based on Workday Options Below
    Select the check boxes to indicate the types of days on which work orders can be scheduled.

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

    • Weekdays: Work orders can be scheduled on weekdays.
    • Holidays: Work orders can be scheduled on holidays.
    • Weekends: Work orders can be scheduled on weekends.
    • End of Month: Infor Public Sector will schedule work orders on the last valid day of the month if you choose Months as the schedule type. What is considered the last day of the month depends on the other scheduling options that are selected. 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 will not generate work orders for schedules that have been placed on hold.
  3. Click Save.
    Infor Public Sector saves the schedule and shows an identification number. You can click the Group Schedule # link to view and edit the schedule in the Group Maintenance Schedule InfoViewer.