PM Task Schedules - WebTMA 7

If you have a number of items that use the same PM task, use Organization > Task > Records / PMs Tab to add all items that are assigned the Task on a PM Work Order. The Task is then listed on the PMs Tab of the maintenance-worthy item record as well.

PMs Tab Details

The Task / PMs Tab in View mode shows a list of all items that use this Task for a PM Work Order. Scroll across to see details such as frequency of PMs, the next due date, and other information. You can have different settings for each item on the list. Details added or deleted from either the maintenance-worthy item PMs Tab or the Task / PMs Tab are reflected in both places.

A red  icon in the second column indicates that either the item has been inactivated or the Building or Area where the item is located has been inactivated, i.e., the Active check box is clear.

If you use a metered PM Task, the fields that accommodate meters are found only on the item's PMs Tab. This assures that the correct meter is monitored since items can have more than one meter.

When PM Tasks are assigned to a Crew rather than a Technician, the PMs generated by Batch Job Service create a schedule line for each Technician that belongs to the Crew.

Seasonal PMs

When an item is only used for a particular period of time, e.g., a snow blower is not used during the warmer months, you can set a Season Start and Season End date for calendar based schedules.

Suppose you set the following dates with a PM Frequency of one month:

Season Start = 06/01/2023 and Season End = 09/30/2023

PM work orders will be generated for the following dates: 07/01/2023, 08/01/2023, and 09/01/2023.

After each Work Order is generated, the Next PM Date is advanced based on the Due Every frequency (one month in this case). After the final PM for the season, the dates are updated to the following year.

How to Create Task PMs Schedules

Scheduling PMs from the Organization > Task window is useful when you wish to assign a schedule to several items at the same time. From this window you can review items that have been scheduled for a specific Task and add line items to the schedule as needed.

From the desired Task record:

  1. Choose Edit on the WebTMA toolbar.
  2. Select the Add PM link to open the PM Schedule Entry flyout.
  3. Select the item and specific record.
  4. Complete the required fields and applicable elective fields.
  5. Select the Save button on the flyout.
  6. Choose Save on the WebTMA toolbar.

Meter Based or Dual PMs

Items can have several meters; therefore, the only way to assign a meter based schedule is from the item record. This assures that the proper meter is applied to the PM schedule. You have the option of using both Calendar Based and Meter Based PM Schedules.

Before you can set up a meter based PM, two things are required:

  • Assign a PM Task on the maintenance-worthy item window (can also be done from Organization > Task > Records / PMs Tab)
  • Define and save meters on the item's Meters Tab

After you assign a Task on the item window, be sure to mark the Meter Based check box in the Scheduling Options Section. This enables the Meter Schedule Section on the PM Schedule Entry flyout where you can set a metered PM. Note that both the Calendar Based and Meter Based boxes can be checked. For example, you can use this for Vehicles where you want to be sure to change the oil every six months or 5,000 miles, whichever comes first.

About the PMs Tab

The PMs Tab contains a list of all PM Tasks assigned to a record. PMs can be assigned from either the Task window (Organization > Task > PMs Tab) or from the PMs Tab for any maintenance-worthy item including Group records. When you edit the PM Schedule Entry flyout, the changes are reflected on both the Task record and item record.

The Meter Based section of the PM Schedule Entry flyout is found only on individual item records. Since one item can have more than one meter, this arrangement assures the proper meter is used for the PM.

An icon and link on the window are available in View and Edit mode. Move the cursor over the color block for a definition. Select the magnifying glass icon to see a read-only PM Schedule Entry flyout with all details about the PM. Choose the Task Code link to open the Task record in a separate browser tab.

How to Add PMs to an Item Record

Create or modify PMs using the PM Schedule Entry flyout on an item's PMs Tab. Information saved to this flyout is also added to the Task / PMs window. The Meter Schedule Section only displays when opened from an individual item.

  1. Choose Edit on the WebTMA toolbar.
  2. Select the PMs Tab.
  3. Select the Add PM link at the top of the grid. See note below for Batch Add PM.
  4. Choose the Task Code on the PM Schedule Entry flyout.
  5. Complete the required fields and any elective fields needed.
  6. Select the Save button.
  7. Choose Save on the WebTMA toolbar.

NOTE: When you choose Batch Add PM, an initial display on the PM Schedule Entry flyout allows you to select a number of Task Codes that will apply. When you mark Tasks and select the Next button, you can set the details about the PM Schedule for the selected Tasks.

How to Edit Item Record PM Details

If you wish to change the Task Code or other PM details, you can select the pencil icon to edit a line.

Changes added to an item record are also added to the Task / PMs window. You have the option to select multiple lines and apply changes to all at one time. To change more than one PM line at a time:

  1. Select Edit on the WebTMA toolbar.
  2. Mark the check boxes for all lines you want to change.
  3. Choose the Edit Selected link to open the PM Schedule Entry flyout. Notice that the item selection fields shows "Multiple Selected."
  4. Make changes to the fields as needed.
  5. Select the Save button on the flyout.
  6. Choose Save on the WebTMA toolbar.

How to Add Meters to Item PMs Tab

Meters can only be added to the PMs Tab of the individual item record. The difference between the Task / PMs Tab and the Item PMs Tabs is the additional Meter Schedule Section.

An item can have more than one meter assigned; therefore, the meter-based fields are available only from the individual item records.

The following instructions assume the PMs have previously been set up from the Task window. You can also add the entire PM from the item record. On an item PMs Tab:

  1. Choose Edit on the WebTMA toolbar.
  2. Select the pencil icon for a line item to open the PM Schedule Entry flyout.
  3. Complete the Meter Schedule Section. Fields are defined below.
  4. Choose the Save button
  5. Select Save on the WebTMA toolbar.

Meter Schedule Fields

Assigned Meter is a meter associated with an item. Unless you add meters to the Meters Tab of an item record, you cannot create a meter based PM.

Last PM Meter is a read-only field that displays the meter reading at the last PM.

Meter Calculation when WO completes is used if you want the Next PM Meter value to be recalculated based on the Reading entered when the PM work order is closed. The calculation uses the Reading and adds it to the required Meter Interval when you enter readings from either the Quick Post Meters window or when you click Post Meter Reading on the Work Order Action Menu. See Example at end of this list.

Meter Interval is the numeric interval between PMs. For example, if oil changes are to occur every 3000 miles, then 3000 is entered in this field.

Next PM Meter is the ideal meter reading when the next PM is due. See the next definition, Percent Margin.

Percent Margin is added since it is difficult to perform a PM exactly when a meter reaches the average count, this number is the allowable margin such as 5% used to determine the next PM.

Proj Next Date is the projected date that you estimate the next PM meter reading will be reached.

Example of Meter Calculation when WO Completes:

Meter Interval = 1000 and Last PM Meter = 2000, which would make the Next PM Meter = 3000.

HOWEVER, the PM is performed at 500. With this check box marked, the Next PM Meter value is recalculated as 3500.


Want to Learn More?

Visit the WebTMA Help Page

Was this article helpful?
0 out of 0 found this helpful

Articles in this section

2024 Client Training Schedule
See the full list of web training events.