This page allows you to close the maintenance plan. Tell me more.
Select the “Maintenance Plan Details” link in the “Select Maintenance Plan” page. Alternatively, select the hyperlinked plan number in the multiline of the same page.
The “Close Maintenance Plan” page appears.
Enter the following field if you wish to close a plan other than the plan selected in the previous page.
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Plan No. |
The number of the plan that you wish to close (Alphanumeric, 18). |
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Press <Enter>. The description of the plan is retrieved alongside. | |
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Zoom facility available |
The system retrieves the details of the plan to be closed:
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Plan Type |
The type of the plan. |
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Plan Category |
The category of the plan. |
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Plan Status |
The status of the plan, which can be “Confirmed”. |
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Plan Sch. Start Date |
The date on which the plan was scheduled to start. |
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Est. Duration (Hrs.) |
The number of hours required for the completion of the plan. |
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Plan Sch. End Date |
The date on which the plan was scheduled to end. |
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Cost Type |
The type of the cost, which can be “Capital” or “Revenue”. |
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Act. Start Date |
The date on which the plan has actually started. |
Enter the following field:
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Plan Compl. Date |
The date on which the plan has ended (Date Format). Mandatory. Ensure that the date entered here is not later than the current date. |
The system displays the following fields:
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Apex Loc. |
The location on which the cost incurred on the plan is posted. |
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Plan Priority |
The priority of the plan. |
Enter the following field:
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Remarks |
Any additional information about closing the plan (Alphanumeric, 255). |
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Zoom facility available |
The system displays the following details of the plan in the “Plan For” multiline.
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Code |
The equipment or location which is involved in the plan. |
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Maintenance On |
The maintainable object that is displayed in the “Code” field. The system displays “Equipment” or “Location”. |
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Desc. |
The description of the equipment or location. |
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No. Of WOs |
The number of work orders that are raised as a part of the plan, for carrying out the tasks for the equipment or location. |
Enter the following field:
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Remarks |
Any additional information about closing the plan (Alphanumeric, 255). |
Ensure the following before closing the plan:
The transactions included in the plan do not have a closing date that is later than the plan completion date.
The transactions included in the plan are not in a status other than “Closed” or “Canceled”.
Click the “Close Mp” pushbutton to close the plan.
Note: The system closes the plan and sets the status of the plan as “Closed”. The system also saves the login ID of the user who closed the plan along with the date and time at which the plan has been closed.
The system displays the following fields in the “Record Statistics” group box:
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Created By |
The login ID of the user who created the plan. |
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Created Date |
The date and time at which the plan has been created. |
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Last Modified By |
The login ID of the user who closed the plan. |
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Last Modified Date |
The date and time at which the plan has been closed. |
Closing maintenance plan – An overview
This page allows you to close the maintenance plan. You can close the maintenance plan that you have selected in the previous page. Otherwise you can enter a plan in this page and close it. The following details must be specified on closure of the plan:
The completion date of the plan
Any additional information about closing the plan
Note: Before closing the plan, it should be ensured that all the transactions that are a part of the plan is in the “Closed” or “Canceled” status.
The system closes the plan and sets the status of the plan as “Closed”. The system also records the login ID of the user who closed the plan, and the date and time at which the plan was closed.