Defining interval schedules for inspection schedule template

Recurring Schedules

This page allows you to define interval schedules for the inspection schedule template. Tell me more.

Select the “Interval Schedules” link from the bottom of the “Create Inspection Schedule Template” page.

The “Recurring Schedules” page appears.

The system displays the following field:

IS Template	The number of the inspection schedule template for which intervals must be defined.
	The description of the inspection schedule template is displayed alongside.
	Zoom facility available

Enter the following fields in the “Calendar Based” group box:

Interval	The period after which the inspection must be carried out on the equipment or location (Decimal). Ensure that the interval is a positive number. The system displays “0”, by default.
	Press <Enter>.
Interval Unit	Use the drop-down list box to specify the interval unit. The system provides the options: “Days”, “Weeks”, “Months” and “Years”. The system displays “Days”, by default.
Initial Date	The date on which the first inspection must be carried out on the equipment or location (Date Format). Data entry in this field is mandatory, if an interval is specified in the “Interval” field. Ensure that the date entered is the current or a future date.
	Press <Enter>.
Interval Type	Use the drop-down list box to specify whether the interval is a fixed interval or an actual interval. The system provides the following options:
	Fixed Interval – Select this option if inspection must be carried out on equipment or location after the specified period in the “Interval” field has lapsed, irrespective of whether the previous inspection is completed or not.
	Actual Interval – Select this option if inspection must be carried out on equipment or location after the specified period in the “Interval” field has lapsed and only after the previous inspection is completed.

The system displays “Fixed Interval”, by default.

Enter the following fields in the “Usage Based” multiline if you wish to define schedules based on usage for the equipment or location:

Parameter	The parameter based on which the inspection must be done on the equipment or location (Alphanumeric, 30). Ensure the following:
	The parameter is already defined as a consumption parameter in the “Create Parameter” activity of the “Equipment Induction” business component and is in the “Active” status.
	The parameter has already been attached to the equipment or the location in the “Create Equipment” or “Create Location” activities.
	The parameter is unique to the multiline.
	Help facility available
	Press <Enter>. The system retrieves the “UOM” field in the multiline.
Interval	The value of the parameter after which inspection must be carried out (Decimal). This field should not be left blank, if a parameter has been specified in the “Parameter” field. Ensure the following:
	The interval is a positive number
	The interval should be more than the daily usage of the equipment of the location for the parameter
	Press <Enter>.

Note: The daily usage of the equipment or location is computed as the product of the daily run hours of the equipment and the hourly usage of the parameter of the equipment.

The system displays the following field in the multiline:

Interval Unit

The unit of the interval.

Enter the following multiline field:

First Due At	The parameter value at which the first inspection must be done on the equipment or location (Decimal). Data entry in this field is mandatory if there is an interval specified in the “Interval” column of the multiline. Ensure that the value is not negative. Also ensure that the value entered in this field is more than the present value of the parameter.
	Press <Enter>.

Click any one of the following options “Execution Option” group box:

Calendar and Usage Sch. Independently	Click this button if you wish to generate inspection orders for a calendar-based schedule and for the usage-based schedules.
Calendar OR Usage Sch. whichever earlier	Click this button if you wish to generate an inspection order for the earliest of the calendar-based or the usage-based schedules.

Note: If you have defined a calendar-based schedule as well as a usage-based schedule, ensure that the “Interval Type” field of the calendar-based schedule is set as “Actual Interval”.

Calendar and whichever earlier in Usage

Click this option if you wish to generate inspection orders for the calendar-based schedule and for the earliest of the usage-based schedules.

Check the box in the “Select” column of the multiline to select those parameters that you wish to delete from being specified for the inspection schedule template.
Click the Delete icon in the tool bar above the multiline to delete the selected parameters in the multiline.
Click the “Submit” pushbutton to create interval-based schedules for the inspection schedule template.

The system displays the following fields in the “Record Statistics” group box:

Created By	The login ID of the user who created the schedule.
Created Date	The date and time at which the scheduled was created.
Last Modified By	The login ID of the user who last modified the schedule.
Last Modified Date	The date and time at which the schedule was last modified.

Defining interval schedules for the inspection schedule template – An overview

This page allows you to define interval schedules for the inspection schedule template. Interval schedules are performed at regular intervals. Based on the last inspection order generated, the schedule automatically computes the next due date/value by adding the interval specified.

Inspection schedules will be created based on the interval schedules that are defined for the template in this page.

Interval schedules can be of two types: calendar-based schedule and usage-based schedule.

Calendar-based schedule

Calendar-based interval schedules are performed at certain time intervals (for example in two-week or six-month cycles). These schedules are used when the inspection must be performed at fixed intervals.

You can define the calendar-based schedule by specifying the time interval which must be added to the date of the previous schedule, the unit of the time interval and the date on which the first inspection must be carried out for this schedule.

You can also specify whether the calendar-based schedule is of type “Fixed Interval” or “Actual Interval”. If you define the calendar-based schedule as of type “Fixed Interval”, the system generates inspection orders on the exact date on which the inspection is due, irrespective of whether the previous inspection order that was raised for carrying out the inspection was completed or not. If you define the calendar-based schedule as of type “Actual Interval”, the system generates inspection orders after the date on which the previous inspection order that is raised for carrying out the inspection is completed.

Usage-based Schedule

Usage-based schedules are maintained based on the parameter value as on the actual completion date of the last inspection. These schedules are performed based on the value of consumption parameters. These schedules are used when inspection must be performed on a fixed interval value. You can define a usage-based interval schedule by specifying the parameter based on whose value inspection must be carried out and the incremental value of the parameter after which inspection will be performed.

You can also specify the execution option based on which inspection orders must be generated. The following are the three options that are provided:

Calendar and usage schedule independently – Inspection orders are generated for both calendar-based and usage-based schedules.
Calendar or usage schedule, whichever is earlier – Inspection orders are generated for the earliest of the calendar-based or the usage-based schedules that are due.
Calendar and whichever earlier in usage – Inspection orders are generated for the calendar-based schedule and for the earliest of the usage-based schedules.

Prerequisite

“Create Parameter” of “Equipment Induction” business component

What you can do in this page

Specify the interval type

Specify the execution option of the schedules

Specify the interval type

You can specify the type of the interval based on which inspection schedules must be raised.

Set the “Interval Type” field as “Fixed”, if inspection must be carried out on equipment or location after the specified period in the “Interval” field irrespective of whether the previous inspection is completed or not.
Set the “Interval Type” field as “Actual”, if inspection must be carried out on equipment or location after the specified period in the “Interval” field has lapsed and only after the previous inspection is completed.

Specify the execution option of the schedules

You can specify the number of inspection orders that can be generated for carrying out inspection based on the schedules.

Click the “Calendar and Usage Sch. Independently” radio button to generate inspection orders for every calendar-based schedule and usage-based schedules.
Click the “Calendar OR Usage Sch. whichever earlier” radio button to generate inspection order for the earliest of the calendar-based or the usage-based schedules.
Click the “Calendar and whichever earlier in Usage” radio button to generate inspection orders for the calendar-based schedule and for the earliest of the usage-based schedules.