Editing interval schedules of inspection schedule template

Recurring Schedules

This page allows you to edit the details of the interval schedule templates that are already defined. Tell me more.

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

The “Recurring Schedules” page appears.

The system displays the following fields:

IS Template	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). Data entry in this field is mandatory if you have entered a date in the “Extended Date” field. Ensure that the interval is a positive number.
	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”.
Initial Date	The date on which the inspection must be started (Date Format). This field should not be left blank, if an interval is specified in the “Interval” field.
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.

Enter the following field:

Extended Date	The date on which you wish to start the inspection (Date Format).
Adjust Next Due Date?	Use the drop-down list box to specify whether you wish to adjust the subsequent dates on which inspection must be carried out based on the date entered in the “Extended Date” field. The system provides the options: “Yes” and “No”. Do not leave this field blank, if you have specified a date in the “Extended Date” field. The system displays “No”, 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). This field cannot be modified. If you are entering a new parameter, ensure the following:
	that 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
	that 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 “Interval Unit” 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:
	that the interval is a positive number
	that 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 fields in the multiline:

First Due At	The value of the parameter at which the inspection is first due on the equipment or location (Decimal). Ensure that the value entered is positive.
Extended Value	The value of the parameter at which you wish to carry out the inspection on the equipment or location (Decimal). Ensure the value is positive.
	Press <Enter>
Adjust Next Due Value	Use the drop-down list box to specify whether you wish to adjust the next due parameter values on which inspection must be carried out based on the value entered in the “Extended Value” field. The system provides the options: “Yes” and “No”. Do not leave this field blank, if you have specified a value in the “Extended Value” field in the multiline.

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

Calendar and Usage Sch. Independently	Click this button if you wish to generate inspection orders for the calendar-based schedule and for every parameter in 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

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

Check the box in the “Select” column of the multiline, to select the parameters that you wish to delete from the schedule.
Click the Delete icon in the tool bar above the multiline, to delete the selected parameters from the multiline.
Click the “Edit” pushbutton to edit the interval-based schedules.

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

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

Editing interval schedules of inspection schedule template – An overview

This page allows you to edit the details of the interval schedule templates that are already defined.

If you have defined a calendar-based schedule, you can modify the time interval after which the inspection is due to be performed, the unit of the time interval and the type of the interval.

If you are unable to start the work on the inspection on the next due date, you can specify the extended date on which you wish to start the inspection. This can be done only for the calendar-based schedule that is of type “Fixed”. You are also given the option to adjust the new due date based on the extended date. This can be explained with the help of the following example:

Suppose inspection is due to be performed on April 1 and an interval of one week is provided for carrying out the next inspection. If you have entered an extended date of April 3 and have set the option of adjusting the next due date as “Yes”, the system recalculates the next due dates as April 10, April 17and so on. If you have set the option of adjusting the next due date as “No”, the system arrives at the next due dates as April 7, April 14and so on.

If you have defined a usage-based schedule, you can redefine the parameters based on which the inspection must be done and the value of the parameter after which the inspection must be done. If you are not able to perform the inspection on the specified parameter value, you can enter the extended value based on which the maintenance can be performed. You can also specify whether the subsequent parameter values must be adjusted or not, based on the extended parameter value.

You can also edit the execution option based on which inspection orders are generated.

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 has lapsed 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 a calendar-based schedule and for the usage-based schedules.
Click the “Calendar OR Usage Sch. whichever earlier” radio button to generate an 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.